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