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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
BFIM
776
Beese Fulmer Investment Management
Ohio
$27.3M
CM
777
Cercano Management
Washington
$27.3M
TIM
778
Thornburg Investment Management
New Mexico
$27.1M
RPC
779
Rossmore Private Capital
Connecticut
$27.1M
FSA
780
Fort Sheridan Advisors
Illinois
$27M
NEI
781
Northwest & Ethical Investments
Ontario, Canada
$26.9M
CAM
782
Cidel Asset Management
Ontario, Canada
$26.9M
GRP
783
Global Retirement Partners
California
$26.9M
CFIA
784
Cantor Fitzgerald Investment Advisors
New York
$26.9M
BFA
785
Bragg Financial Advisors
North Carolina
$26.8M
CF
786
Covea Finance
France
$26.8M
WB
787
Webster Bank
Connecticut
$26.8M
WC
788
Whitney & Co
New York
$26.8M
HTIM
789
Harbour Trust & Investment Management
Indiana
$26.8M
IBOK
790
Independence Bank of Kentucky
Kentucky
$26.7M
MOS
791
MGO One Seven
Ohio
$26.7M
BCM
792
Bourgeon Capital Management
Connecticut
$26.7M
TSW
793
Thompson Siegel & Walmsley
Virginia
$26.7M
ECM
794
Evergreen Capital Management
Washington
$26.7M
FG
795
Fiduciary Group
Georgia
$26.6M
WBC
796
Westpac Banking Corp
Australia
$26.5M
PFM
797
Premier Fund Managers
United Kingdom
$26.1M
CFC
798
Cincinnati Financial Corp
Ohio
$26.1M
TMAM
799
Tokio Marine Asset Management
Japan
$26M
MWM
800
Mission Wealth Management
California
$25.9M