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