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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
IP
826
Interval Partners
New York
$24.9M
DR
827
Davis Rea
Ontario, Canada
$24.9M
DMIC
828
Dixon Mitchell Investment Counsel
British Columbia, Canada
$24.9M
ATPW
829
Ashton Thomas Private Wealth
Arizona
$24.8M
QCG
830
Quadrant Capital Group
Ohio
$24.7M
USCWA
831
U.S. Capital Wealth Advisors
Texas
$24.7M
MYAM
832
Meiji Yasuda Asset Management
Japan
$24.7M
FMC
833
First Merchants Corp
Indiana
$24.7M
NPT
834
Nixon Peabody Trust
Massachusetts
$24.6M
SFI
835
Siemens Fonds Invest
Germany
$24.5M
SHGA
836
Sand Hill Global Advisors
California
$24.5M
MA
837
Montag & Associates
Georgia
$24.5M
GWM
838
GDS Wealth Management
Texas
$24.4M
GIM
839
Generate Investment Management
New Zealand
$24.3M
DF
840
DNCA Finance
France
$24.3M
BIA
841
Biondo Investment Advisors
Pennsylvania
$24.2M
GIA
842
Gladstone Institutional Advisory
Florida
$24.1M
GWM
843
Geneos Wealth Management
Colorado
$24.1M
NRC
844
New Republic Capital
North Carolina
$24.1M
CC
845
Courier Capital
New York
$24.1M
KRSITF
846
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$24M
OCBCO
847
Oversea-Chinese Banking Corp (OCBC)
Singapore
$24M
VCA
848
Verdence Capital Advisors
Maryland
$23.9M
DAS
849
Dynamic Advisor Solutions
Arizona
$23.9M
ACP
850
Aviance Capital Partners
Florida
$23.9M