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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
OC
501
Oakworth Capital
Alabama
$58.1M
CI
502
Cambiar Investors
Colorado
$58M
KFC
503
Klingenstein Fields & Co
New York
$58M
LWANC
504
Laurel Wealth Advisors (North Carolina)
North Carolina
$57.9M
BPCE
505
Bank Pictet & Cie (Europe)
Germany
$57.9M
MLL
506
Moody Lynn & Lieberson
Massachusetts
$57.7M
Grantham, Mayo, Van Otterloo & Co (GMO)
507
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$57.7M
LS
508
Livforsakringsbolaget Skandia
Sweden
$57.5M
HAG
509
HighPoint Advisor Group
Illinois
$57.3M
NIM
510
Nexus Investment Management
Ontario, Canada
$57.2M
NIM
511
Northeast Investment Management
Massachusetts
$57.2M
HWM
512
HB Wealth Management
Georgia
$57.2M
MCM
513
Marsico Capital Management
Colorado
$57.1M
KRS
514
Kentucky Retirement Systems
Kentucky
$56.6M
Two Sigma Investments
515
Two Sigma Investments
New York
$56.4M
VF
516
Vest Financial
Virginia
$56.4M
MWM
517
Meridian Wealth Management
Kentucky
$56.4M
WBG
518
Wharton Business Group
Pennsylvania
$56.3M
IMRF
519
Illinois Municipal Retirement Fund
Illinois
$56M
FNBT
520
FineMark National Bank & Trust
Florida
$55.9M
MSU
521
Mizuho Securities USA
New York
$55.7M
DJSG
522
D.J. St. Germain
Massachusetts
$55.6M
MCM
523
Maple Capital Management
Vermont
$55.6M
Lazard Asset Management
524
Lazard Asset Management
New York
$55.4M
TS
525
Triglav Skladi
Slovenia
$55.4M