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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
MWM
801
Mission Wealth Management
California
$25.9M
ECM
802
Eisler Capital Management
United Kingdom
$25.9M
DCM
803
Dupont Capital Management
Delaware
$25.8M
CNBT
804
Canandaigua National Bank & Trust
New York
$25.8M
TTWM
805
TCV Trust & Wealth Management
Virginia
$25.8M
EWM
806
Edge Wealth Management
New York
$25.8M
AHC
807
Anderson Hoagland & Co
Missouri
$25.7M
NC
808
NewSquare Capital
Pennsylvania
$25.7M
NMIMC
809
Northwestern Mutual Investment Management Company
Wisconsin
$25.7M
M
810
MOTCO
Texas
$25.6M
PS
811
Principal Securities
Iowa
$25.6M
BT
812
Banque Transatlantique
France
$25.5M
GC
813
Grimes & Company
Massachusetts
$25.3M
RWM
814
Ritholtz Wealth Management
New York
$25.3M
WIC
815
Woodmont Investment Counsel
Tennessee
$25.3M
SAM
816
Shell Asset Management
Netherlands
$25.2M
GP
817
Guardian Partners
Canada
$25.2M
WCMN
818
Westchester Capital Management (Nebraska)
Nebraska
$25.2M
CPIG
819
Chicago Partners Investment Group
Illinois
$25.1M
ABTD
820
Arvest Bank Trust Division
Oklahoma
$25.1M
LF
821
Longbow Finance
Switzerland
$25.1M
DP
822
Dearborn Partners
Illinois
$25M
BWP
823
Barlow Wealth Partners
Kentucky
$25M
GAM
824
Gotham Asset Management
New York
$25M
CCM
825
Cohen Capital Management
California
$25M