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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
IGAM
426
iA Global Asset Management
Quebec, Canada
$74.1M
Envestnet Portfolio Solutions
427
Envestnet Portfolio Solutions
Illinois
$74M
BIAS
428
Beacon Investment Advisory Services
New Jersey
$74M
Pacer Advisors
429
Pacer Advisors
Pennsylvania
$73.6M
MG
430
Markel Group
Virginia
$73.2M
DWM
431
Dakota Wealth Management
Florida
$73.2M
MIFH
432
Migdal Insurance & Financial Holdings
Israel
$73M
CAG
433
Crestwood Advisors Group
Massachusetts
$72.8M
NC
434
Nicholas Company
Wisconsin
$72.5M
SCTC
435
Sanibel Captiva Trust Company
Florida
$72.4M
BBVA
436
Banco Bilbao Vizcaya Argentaria
Spain
$72.2M
BF
437
BOK Financial
Oklahoma
$72M
TAM
438
Todd Asset Management
Kentucky
$71.9M
Arrowstreet Capital
439
Arrowstreet Capital
Massachusetts
$71.6M
JEST
440
JTC Employer Solutions Trustee
Jersey
$71.5M
RBI
441
Raiffeisen Bank International
Austria
$71.5M
CS
442
Cannell & Spears
New York
$71.4M
FHA
443
First Horizon Advisors
Tennessee
$71.4M
KB
444
Kimelman & Baird
New York
$70.8M
DRZID
445
DePrince Race & Zollo Inc (DRZ)
Florida
$70.1M
CGH
446
Crossmark Global Holdings
Texas
$70M
OPERF
447
Oregon Public Employees Retirement Fund
Oregon
$69.7M
VVP
448
Venture Visionary Partners
Ohio
$69.2M
AI
449
Atria Investments
North Carolina
$69.1M
ADEF
450
Adams Diversified Equity Fund
Maryland
$69M