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JPMorgan Chase

4,665 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, 1,991 increasing their positions, 1,978 reducing their positions, and 104 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:

1% more funds holding

Funds holding: 4,5994,665 (+66)

1% more repeat investments, than reductions

Existing positions increased: 1,991 | Existing positions reduced: 1,978

9% less call options, than puts

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

Holders
4,665
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
WT
251
Whittier Trust
California
$186M
D.E. Shaw & Co
252
D.E. Shaw & Co
New York
$185M
DSA
253
Davis Selected Advisers
Arizona
$184M
Kovitz Investment Group Partners
254
Kovitz Investment Group Partners
Illinois
$184M
CII
255
Capital International Inc
California
$182M
Cambridge Investment Research Advisors
256
Cambridge Investment Research Advisors
Iowa
$178M
ERSOT
257
Employees Retirement System of Texas
Texas
$178M
DK
258
DJE Kapital
Germany
$175M
EWM
259
Evercore Wealth Management
New York
$174M
AM
260
AGF Management
Ontario, Canada
$174M
SIG
261
Stonegate Investment Group
Alabama
$171M
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$170M
DC
263
Davenport & Co
Virginia
$170M
PGFC
264
Peapack-Gladstone Financial Corp
New Jersey
$169M
BMSSC
265
B. Metzler seel. Sohn & Co
Germany
$169M
CS
266
Clear Street
New York
$167M
GRQ
267
Gardner Russo & Quinn
Pennsylvania
$166M
WJWM
268
Williams Jones Wealth Management
New York
$166M
FMI
269
Factory Mutual Insurance
Massachusetts
$164M
VRS
270
Virginia Retirement Systems
Virginia
$164M
ZIG
271
Zurich Insurance Group
Switzerland
$163M
QCM
272
QRG Capital Management
Illinois
$163M
Federated Hermes
273
Federated Hermes
Pennsylvania
$162M
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$161M
AB
275
Amalgamated Bank
New York
$157M