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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
MGP
576
Metis Global Partners
California
$46.2M
FIA
577
Foundations Investment Advisors
Arizona
$46.1M
MIM
578
Marco Investment Management
Georgia
$46.1M
AF
579
Aviso Financial
Ontario, Canada
$46M
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$46M
PAS
581
Park Avenue Securities
New York
$45.7M
PWP
582
Private Wealth Partners
California
$45.6M
MAM
583
Martingale Asset Management
Massachusetts
$45.4M
FMLI
584
Fukoku Mutual Life Insurance
Japan
$45.4M
AIM
585
Allen Investment Management
New York
$45.3M
MWM
586
Modern Wealth Management
Kansas
$45.2M
ACA
587
Anchor Capital Advisors
Massachusetts
$44.7M
HIP
588
HUB Investment Partners
Texas
$44.7M
BCP
589
Blue Chip Partners
Michigan
$44.6M
VFA
590
Valeo Financial Advisors
Indiana
$44.3M
MFG
591
Merit Financial Group
Georgia
$43.9M
PCM
592
Polaris Capital Management
Massachusetts
$43.7M
CS
593
Central Securities
New York
$43.5M
CIP
594
Cornerstone Investment Partners
Georgia
$43M
EDRH
595
Edmond de Rothschild Holding
Switzerland
$42.7M
RIL
596
Rothschild Investment LLC
Illinois
$42.6M
CAM
597
Carret Asset Management
New York
$42.6M
LSERS
598
Louisiana State Employees Retirement System
Louisiana
$42.5M
WAS
599
Wesleyan Assurance Society
United Kingdom
$42.5M
FA
600
Fiduciary Alliance
South Carolina
$42.4M