JPM icon

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
TBA
651
Tower Bridge Advisors
Pennsylvania
$36.8M
MC
652
Moors & Cabot
Massachusetts
$36.7M
NCM
653
Narwhal Capital Management
Georgia
$36.7M
SMFG
654
Sumitomo Mitsui Financial Group
Japan
$36.5M
SGK
655
Steigerwald Gordon & Koch
Virginia
$36.5M
OA
656
Oak Associates
Ohio
$36.4M
PCM
657
Palisade Capital Management
New Jersey
$36.4M
KWM
658
Kingsview Wealth Management
Oregon
$36.3M
DI
659
DKRT Investments
$36.2M
ALMGDA
660
AG2R La Mondiale Gestion d'Actifs
France
$36.2M
SBCM
661
Schwerin Boyle Capital Management
Massachusetts
$36.1M
FTWA
662
Fifth Third Wealth Advisors
Ohio
$36.1M
BWFA
663
Baltimore-Washington Financial Advisors
Maryland
$36.1M
VV
664
Verity & Verity
South Carolina
$36M
PWM
665
Perigon Wealth Management
California
$35.8M
AHB
666
Abner Herrman & Brock
New Jersey
$35.7M
FDCP
667
Foster Dykema Cabot & Partners
Massachusetts
$35.4M
KFP
668
KMG Fiduciary Partners
Ohio
$35.3M
MMA
669
Miracle Mile Advisors
California
$35.2M
RMC
670
Resources Management Corp
Connecticut
$35.1M
PCH
671
Polar Capital Holdings
United Kingdom
$35M
SCA
672
Stonebridge Capital Advisors
Minnesota
$35M
JWCA
673
J.W. Cole Advisors
Florida
$34.9M
SIA
674
Sit Investment Associates
Minnesota
$34.7M
TRCT
675
Tower Research Capital (TRC)
New York
$34.7M