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JPMorgan Chase

4,672 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, 1,981 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: 4,6004,672 (+72)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,981

9% less call options, than puts

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

Holders
4,672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
938
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
BST
2451
Bath Savings Trust
Maine
$2.93M
HWM
2452
Hemington Wealth Management
Virginia
$2.92M
BOJHT
2453
Bank of Jackson Hole Trust
Wyoming
$2.92M
PIA
2454
Perennial Investment Advisors
California
$2.92M
HAM
2455
Harmony Asset Management
Arizona
$2.91M
CG
2456
Corundum Group
Colorado
$2.91M
PIA
2457
Pinion Investment Advisors
Kansas
$2.91M
MAM
2458
MWA Asset Management
Massachusetts
$2.91M
YWS
2459
Yarger Wealth Strategies
Ohio
$2.91M
ACM
2460
Advent Capital Management
New York
$2.9M
WCM
2461
Windsor Capital Management
Arizona
$2.9M
SRC
2462
Sage Rhino Capital
California
$2.9M
KCM
2463
Kathmere Capital Management
Pennsylvania
$2.89M
MTC
2464
Matrix Trust Company
Colorado
$2.88M
PCM
2465
Pointe Capital Management
Michigan
$2.88M
UAML
2466
US Asset Management LLC
Pennsylvania
$2.88M
CA
2467
Carson Advisory
Georgia
$2.88M
MW
2468
MBL Wealth
North Carolina
$2.88M
AFG
2469
Allegheny Financial Group
Pennsylvania
$2.87M
GWCM
2470
Godshalk Welsh Capital Management
Pennsylvania
$2.87M
MFC
2471
Morris Financial Concepts
South Carolina
$2.87M
RSVP
2472
Ramsay Stattman Vela & Price
Colorado
$2.86M
PBO
2473
Peoples Bank (Ohio)
Ohio
$2.86M
PIA
2474
Powell Investment Advisors
Florida
$2.86M
AGP
2475
Aspire Growth Partners
Florida
$2.86M