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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
OHIS
751
Oak Harvest Investment Services
Texas
$28.7M
CA
752
Callahan Advisors
Texas
$28.7M
TCOT
753
Trust Company of Toledo
Ohio
$28.7M
CCM
754
Coldstream Capital Management
Washington
$28.6M
CWP
755
Cyndeo Wealth Partners
Florida
$28.4M
MA
756
Mutual Advisors
Nebraska
$28.4M
YC
757
Yarbrough Capital
Tennessee
$28.4M
RAM
758
Rempart Asset Management
Canada
$28.3M
HPG
759
Harvest Portfolios Group
Ontario, Canada
$28.2M
TPCW
760
TD Private Client Wealth
New York
$28.1M
JMFC
761
J.M. Forbes & Co
Massachusetts
$28.1M
BP
762
Ballentine Partners
Massachusetts
$28M
PCA
763
Pallas Capital Advisors
Massachusetts
$28M
AG
764
AIA Group
Hong Kong
$28M
Assenagon Asset Management
765
Assenagon Asset Management
Luxembourg
$28M
AFCM
766
Applied Finance Capital Management
Puerto Rico
$27.9M
AFG
767
Albion Financial Group
Utah
$27.8M
TW
768
TritonPoint Wealth
Maryland
$27.8M
IEFM
769
IQ EQ Fund Management
Ireland
$27.6M
GIA
770
GHP Investment Advisors
Colorado
$27.5M
LIM
771
Leavell Investment Management
Alabama
$27.5M
CIM
772
Courant Investment Management
Tennessee
$27.5M
EIP
773
Easterly Investment Partners
Massachusetts
$27.5M
LNWWM
774
Laird Norton Wetherby Wealth Management
California
$27.4M
BWP
775
Baldwin Wealth Partners
Massachusetts
$27.3M