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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
MSRPS
626
Maryland State Retirement & Pension System
Maryland
$39M
BG
627
Bollard Group
Massachusetts
$38.9M
BMCM
628
Bryn Mawr Capital Management
Pennsylvania
$38.8M
HFS
629
Hantz Financial Services
Michigan
$38.8M
CIA
630
Concurrent Investment Advisors
Florida
$38.8M
NIG
631
NFJ Investment Group
Texas
$38.6M
SCM
632
SCS Capital Management
Massachusetts
$38.5M
NB
633
NBT Bank
New York
$38.4M
PA
634
Parallel Advisors
California
$38.4M
FFIC
635
First Fiduciary Investment Counsel
Ohio
$38.4M
AWM
636
Axxcess Wealth Management
California
$38.3M
DIA
637
Dana Investment Advisors
Wisconsin
$38.3M
NMERB
638
New Mexico Educational Retirement Board
New Mexico
$38.1M
FAB
639
First American Bank
Illinois
$38.1M
NRS
640
Neville Rodie & Shaw
New York
$38.1M
Barrow, Hanley, Mewhinney & Strauss
641
Barrow, Hanley, Mewhinney & Strauss
Texas
$38.1M
BBA
642
BLB&B Advisors
Pennsylvania
$37.7M
PMG
643
Private Management Group
California
$37.6M
BEI
644
Benjamin Edwards Inc
Missouri
$37.5M
AP
645
Appleton Partners
Massachusetts
$37.4M
AIMC
646
Alley Investment Management Company
Illinois
$37.3M
AAIS
647
ABN AMRO Investment Solutions
$37.2M
DWT
648
Dorsey & Whitney Trust
South Dakota
$37.1M
AWA
649
Arkadios Wealth Advisors
Georgia
$37.1M
CIA
650
Choate Investment Advisors
Massachusetts
$36.9M