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JPMorgan Chase

4,670 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 249 funds opening new positions, 1,994 increasing their positions, 1,979 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

2% more funds holding

Funds holding: 4,6004,670 (+70)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,979

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
936
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.99B
Puts
$11B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UM
2226
Ulysses Management
New York
$3.77M
VC
2227
Vicus Capital
Pennsylvania
$3.76M
WI
2228
WrapManager Inc
California
$3.75M
BFA
2229
Brendel Financial Advisors
New Hampshire
$3.74M
PFT
2230
Providence First Trust
Arizona
$3.73M
BB
2231
Burford Brothers
Texas
$3.73M
AIM
2232
Aigen Investment Management
New York
$3.73M
CIM
2233
Caldwell Investment Management
Ontario, Canada
$3.68M
MCM
2234
Morton Capital Management
California
$3.67M
GWM
2235
Greenwich Wealth Management
Connecticut
$3.67M
JWM
2236
Jeppson Wealth Management
California
$3.67M
GSWM
2237
Golden State Wealth Management
California
$3.67M
AWA
2238
Acorn Wealth Advisors
Michigan
$3.66M
PMFA
2239
Plante Moran Financial Advisors
Michigan
$3.66M
CPA
2240
Court Place Advisors
Maryland
$3.66M
FPCP
2241
Fort Point Capital Partners
California
$3.66M
PFM
2242
Patton Fund Management
Texas
$3.65M
WA
2243
WBH Advisory
Maryland
$3.65M
CPSC
2244
Carl P. Sherr & Co
Massachusetts
$3.65M
DTC
2245
Davidson Trust Company
Washington
$3.65M
GCA
2246
Gallagher Capital Advisors
Texas
$3.65M
AA
2247
Aire Advisors
California
$3.64M
EWA
2248
Etesian Wealth Advisors
Oregon
$3.63M
AP
2249
Advisors Preferred
Maryland
$3.63M
BWM
2250
Bernard Wealth Management
Michigan
$3.63M