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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
BG
626
Bollard Group
Massachusetts
$38.9M
BMCM
627
Bryn Mawr Capital Management
Pennsylvania
$38.8M
HFS
628
Hantz Financial Services
Michigan
$38.8M
CIA
629
Concurrent Investment Advisors
Florida
$38.8M
NIG
630
NFJ Investment Group
Texas
$38.6M
SCM
631
SCS Capital Management
Massachusetts
$38.5M
NB
632
NBT Bank
New York
$38.4M
PA
633
Parallel Advisors
California
$38.4M
FFIC
634
First Fiduciary Investment Counsel
Ohio
$38.4M
AWM
635
Axxcess Wealth Management
California
$38.3M
DIA
636
Dana Investment Advisors
Wisconsin
$38.3M
NMERB
637
New Mexico Educational Retirement Board
New Mexico
$38.1M
FAB
638
First American Bank
Illinois
$38.1M
NRS
639
Neville Rodie & Shaw
New York
$38.1M
Barrow, Hanley, Mewhinney & Strauss
640
Barrow, Hanley, Mewhinney & Strauss
Texas
$38.1M
BBA
641
BLB&B Advisors
Pennsylvania
$37.7M
PMG
642
Private Management Group
California
$37.6M
BEI
643
Benjamin Edwards Inc
Missouri
$37.5M
AP
644
Appleton Partners
Massachusetts
$37.4M
AIMC
645
Alley Investment Management Company
Illinois
$37.3M
AAIS
646
ABN AMRO Investment Solutions
$37.2M
DWT
647
Dorsey & Whitney Trust
South Dakota
$37.1M
AWA
648
Arkadios Wealth Advisors
Georgia
$37.1M
CIA
649
Choate Investment Advisors
Massachusetts
$36.9M
PP
650
Patten & Patten
Tennessee
$36.8M