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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
EH
501
Equitable Holdings
New York
$58.7M
KIA
502
KCM Investment Advisors
California
$58.1M
OC
503
Oakworth Capital
Alabama
$58.1M
CI
504
Cambiar Investors
Colorado
$58M
KFC
505
Klingenstein Fields & Co
New York
$58M
BPCE
506
Bank Pictet & Cie (Europe)
Germany
$57.9M
MLL
507
Moody Lynn & Lieberson
Massachusetts
$57.7M
Grantham, Mayo, Van Otterloo & Co (GMO)
508
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$57.7M
LS
509
Livforsakringsbolaget Skandia
Sweden
$57.5M
HAG
510
HighPoint Advisor Group
Illinois
$57.3M
NIM
511
Nexus Investment Management
Ontario, Canada
$57.2M
NIM
512
Northeast Investment Management
Massachusetts
$57.2M
HWM
513
HB Wealth Management
Georgia
$57.2M
MCM
514
Marsico Capital Management
Colorado
$57.1M
KRS
515
Kentucky Retirement Systems
Kentucky
$56.6M
Two Sigma Investments
516
Two Sigma Investments
New York
$56.4M
VF
517
Vest Financial
Virginia
$56.4M
MWM
518
Meridian Wealth Management
Kentucky
$56.4M
WBG
519
Wharton Business Group
Pennsylvania
$56.3M
IMRF
520
Illinois Municipal Retirement Fund
Illinois
$56M
FNBT
521
FineMark National Bank & Trust
Florida
$55.9M
MSU
522
Mizuho Securities USA
New York
$55.7M
DJSG
523
D.J. St. Germain
Massachusetts
$55.6M
MCM
524
Maple Capital Management
Vermont
$55.6M
Lazard Asset Management
525
Lazard Asset Management
New York
$55.4M