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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
HP
676
Hosking Partners
United Kingdom
$34.6M
SPS
677
Susquehanna Portfolio Strategies
Pennsylvania
$34.3M
FLII
678
First Long Island Investors
New York
$34.2M
SW
679
SVB Wealth
Massachusetts
$34.1M
TWC
680
The Woodbridge Company
Ontario, Canada
$34.1M
SGAM
681
Smith Group Asset Management
Texas
$33.9M
TA
682
TruWealth Advisors
Louisiana
$33.8M
FFA
683
First Foundation Advisors
California
$33.7M
BBHC
684
Brown Brothers Harriman & Co
New York
$33.7M
BC
685
Burney Company
Virginia
$33.6M
CANC
686
Culbertson A N & Co
Virginia
$33.6M
LOAMS
687
Lombard Odier Asset Management (Switzerland)
Switzerland
$33.6M
SIMG
688
Sonora Investment Management Group
Arizona
$33.6M
AHC
689
Adell Harriman & Carpenter
Texas
$33.5M
GT
690
Greenleaf Trust
Michigan
$33.4M
BCM
691
Bridgeway Capital Management
Texas
$33.4M
RCP
692
Rothschild Capital Partners
New York
$33.2M
OPCM
693
Osborne Partners Capital Management
California
$33M
RT
694
Rockland Trust
Massachusetts
$32.9M
STA
695
Summit Trail Advisors
New York
$32.8M
FMI
696
F/M Investments
District of Columbia
$32.7M
AWAG
697
ARS Wealth Advisors Group
Florida
$32.7M
PCMF
698
Private Capital Management (Florida)
Florida
$32.7M
MIM
699
Manitou Investment Management
Ontario, Canada
$32.6M
JCM
700
Janney Capital Management
Pennsylvania
$32.5M