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JPMorgan Chase

4,668 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, 1,993 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: 4,6004,668 (+68)

1% more repeat investments, than reductions

Existing positions increased: 1,993 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,668
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
BPWM
401
Badgley Phelps Wealth Managers
Washington
$86.3M
SF
402
Synovus Financial
Georgia
$85.4M
First Manhattan
403
First Manhattan
New York
$85.1M
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$84.3M
MCI
405
McDonald Capital Investors
California
$84M
ATC
406
Argent Trust Co
Tennessee
$83.6M
TI
407
Tidal Investments
Wisconsin
$83.1M
AAP
408
Aristotle Atlantic Partners
Florida
$83M
WG
409
Welch Group
Alabama
$82.8M
BHC
410
Bowen Hanes & Co
Florida
$81.7M
SCP
411
Seizert Capital Partners
Michigan
$80.9M
SAM
412
Silvercrest Asset Management
New York
$79.1M
RCM
413
RNC Capital Management
California
$78.8M
TAM
414
Tocqueville Asset Management
New York
$78M
Dodge & Cox
415
Dodge & Cox
California
$77.6M
IMCOOI
416
Investment Management Corp of Ontario (IMCO)
Canada
$77.3M
LMIM
417
Lockheed Martin Investment Management
Maryland
$77.1M
NSIM
418
North Star Investment Management
Illinois
$77M
DWP
419
Daymark Wealth Partners
Ohio
$77M
CA
420
Clearstead Advisors
Ohio
$76.6M
CWM
421
Congress Wealth Management
Massachusetts
$76.5M
GC
422
Guggenheim Capital
Illinois
$76.1M
AS
423
Aware Super
Australia
$75M
VLKIM
424
Van Lanschot Kempen Investment Management
Netherlands
$74.8M
RMA
425
Roffman Miller Associates
Pennsylvania
$74.6M