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