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JPMorgan Chase

4,696 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,004 increasing their positions, 1,989 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 funds holding

Funds holding:

1.28% more ownership

Funds ownership: 70.82%72.1% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,004 | Existing positions reduced: 1,989

9% less call options, than puts

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

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
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
WP
401
Woodline Partners
California
$87.2M
AUB
402
Atlantic Union Bankshares
Virginia
$87.1M
BPWM
403
Badgley Phelps Wealth Managers
Washington
$86.3M
SF
404
Synovus Financial
Georgia
$85.4M
First Manhattan
405
First Manhattan
New York
$85.1M
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$84.3M
MCI
407
McDonald Capital Investors
California
$84M
ATC
408
Argent Trust Co
Tennessee
$83.6M
TI
409
Tidal Investments
Wisconsin
$83.1M
AAP
410
Aristotle Atlantic Partners
Florida
$83M
WG
411
Welch Group
Alabama
$82.8M
BHC
412
Bowen Hanes & Co
Florida
$81.7M
SCP
413
Seizert Capital Partners
Michigan
$80.9M
EPIM
414
Evelyn Partners Investment Management
$80.6M
SAM
415
Silvercrest Asset Management
New York
$79.1M
RCM
416
RNC Capital Management
California
$78.8M
TAM
417
Tocqueville Asset Management
New York
$78M
Dodge & Cox
418
Dodge & Cox
California
$77.6M
IMCOOI
419
Investment Management Corp of Ontario (IMCO)
Canada
$77.3M
LMIM
420
Lockheed Martin Investment Management
Maryland
$77.1M
NSIM
421
North Star Investment Management
Illinois
$77M
DWP
422
Daymark Wealth Partners
Ohio
$77M
CA
423
Clearstead Advisors
Ohio
$76.6M
CWM
424
Congress Wealth Management
Massachusetts
$76.5M
GC
425
Guggenheim Capital
Illinois
$76.1M