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JPMorgan Chase

4,667 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, 1,992 increasing their positions, 1,979 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: 4,6004,667 (+67)

1% more repeat investments, than reductions

Existing positions increased: 1,992 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,667
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
BCM
351
Becker Capital Management
Oregon
$109M
VMPIC
352
Varma Mutual Pension Insurance Co
Finland
$108M
RMDI
353
R.M. Davis Inc
Maine
$107M
PAG
354
Private Advisor Group
New Jersey
$106M
AF
355
Allworth Financial
California
$106M
UCFA
356
United Capital Financial Advisors
Texas
$106M
NCM
357
Nearwater Capital Markets
Ireland
$105M
SYBT
358
Stock Yards Bank & Trust
Kentucky
$105M
MGP
359
M&G plc
United Kingdom
$105M
SFA
360
Sequoia Financial Advisors
Ohio
$104M
BAM
361
Berkshire Asset Management
Pennsylvania
$103M
PWP
362
Principle Wealth Partners
Connecticut
$103M
GF
363
Gabelli Funds
New York
$103M
Wealthfront Advisers
364
Wealthfront Advisers
California
$102M
WPC
365
Waters Parkerson & Co
Louisiana
$102M
VDI
366
Vaughan David Investments
Illinois
$101M
CIS
367
Capital International Sarl
California
$101M
Vontobel Holding
368
Vontobel Holding
Switzerland
$101M
Balyasny Asset Management
369
Balyasny Asset Management
Illinois
$101M
PNC
370
Park National Corp
Ohio
$101M
IC
371
IEQ Capital
California
$101M
DCM
372
Donaldson Capital Management
Indiana
$100M
UBP
373
Union Bancaire Privee
Switzerland
$99.7M
Pzena Investment Management
374
Pzena Investment Management
New York
$99.2M
WSFS
375
Wilmington Savings Fund Society
Delaware
$98.8M