JPM icon

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