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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
CA
876
Cullinan Associates
Kentucky
$22.7M
WCM
877
Whitener Capital Management
North Carolina
$22.7M
NAAA
878
New Age Alpha Advisors
New York
$22.6M
MIA
879
MainStreet Investment Advisors
Illinois
$22.6M
CFO
880
Callan Family Office
Pennsylvania
$22.5M
SW
881
SlateStone Wealth
Florida
$22.5M
TFA
882
Teamwork Financial Advisors
Texas
$22.4M
BG
883
BDF Gestion
France
$22.4M
NSAM
884
North Star Asset Management
Wisconsin
$22.4M
TFS
885
Thoroughbred Financial Services
Tennessee
$22.2M
FFBTD
886
First Financial Bank - Trust Division
Ohio
$22.2M
PF
887
Phoenix Financial
Israel
$22.2M
MC
888
Middleton & Co
Massachusetts
$22.2M
RC
889
RBO & Co
California
$22.1M
BBI
890
Baxter Bros Inc
Connecticut
$22.1M
UAS
891
United Asset Strategies
New York
$22.1M
JIR
892
James Investment Research
Ohio
$22M
CWM
893
Cabot Wealth Management
Massachusetts
$21.9M
LWCFA
894
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.9M
CWM
895
Calamos Wealth Management
Illinois
$21.9M
FAT
896
First American Trust
California
$21.8M
HH
897
Hilltop Holdings
Texas
$21.8M
CM
898
Churchill Management
California
$21.7M
William Blair Investment Management
899
William Blair Investment Management
Illinois
$21.7M
CIA
900
CCM Investment Advisers
South Carolina
$21.7M