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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
TRCT
676
Tower Research Capital (TRC)
New York
$34.7M
HP
677
Hosking Partners
United Kingdom
$34.6M
SPS
678
Susquehanna Portfolio Strategies
Pennsylvania
$34.3M
FLII
679
First Long Island Investors
New York
$34.2M
SW
680
SVB Wealth
Massachusetts
$34.1M
TWC
681
The Woodbridge Company
Ontario, Canada
$34.1M
SGAM
682
Smith Group Asset Management
Texas
$33.9M
TA
683
TruWealth Advisors
Louisiana
$33.8M
FFA
684
First Foundation Advisors
California
$33.7M
BBHC
685
Brown Brothers Harriman & Co
New York
$33.7M
BC
686
Burney Company
Virginia
$33.6M
CANC
687
Culbertson A N & Co
Virginia
$33.6M
LOAMS
688
Lombard Odier Asset Management (Switzerland)
Switzerland
$33.6M
SIMG
689
Sonora Investment Management Group
Arizona
$33.6M
AHC
690
Adell Harriman & Carpenter
Texas
$33.5M
GT
691
Greenleaf Trust
Michigan
$33.4M
BCM
692
Bridgeway Capital Management
Texas
$33.4M
RCP
693
Rothschild Capital Partners
New York
$33.2M
OPCM
694
Osborne Partners Capital Management
California
$33M
RT
695
Rockland Trust
Massachusetts
$32.9M
STA
696
Summit Trail Advisors
New York
$32.8M
FMI
697
F/M Investments
District of Columbia
$32.7M
AWAG
698
ARS Wealth Advisors Group
Florida
$32.7M
PCMF
699
Private Capital Management (Florida)
Florida
$32.7M
MIM
700
Manitou Investment Management
Ontario, Canada
$32.6M