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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
BCV
876
Banque Cantonale Vaudoise
Switzerland
$22.8M
CA
877
Cullinan Associates
Kentucky
$22.7M
WCM
878
Whitener Capital Management
North Carolina
$22.7M
NAAA
879
New Age Alpha Advisors
New York
$22.6M
MIA
880
MainStreet Investment Advisors
Illinois
$22.6M
CFO
881
Callan Family Office
Pennsylvania
$22.5M
SW
882
SlateStone Wealth
Florida
$22.5M
TFA
883
Teamwork Financial Advisors
Texas
$22.4M
BG
884
BDF Gestion
France
$22.4M
NSAM
885
North Star Asset Management
Wisconsin
$22.4M
TFS
886
Thoroughbred Financial Services
Tennessee
$22.2M
FFBTD
887
First Financial Bank - Trust Division
Ohio
$22.2M
PF
888
Phoenix Financial
Israel
$22.2M
MC
889
Middleton & Co
Massachusetts
$22.2M
RC
890
RBO & Co
California
$22.1M
BBI
891
Baxter Bros Inc
Connecticut
$22.1M
UAS
892
United Asset Strategies
New York
$22.1M
JIR
893
James Investment Research
Ohio
$22M
CWM
894
Cabot Wealth Management
Massachusetts
$21.9M
LWCFA
895
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.9M
CWM
896
Calamos Wealth Management
Illinois
$21.9M
FAT
897
First American Trust
California
$21.8M
HH
898
Hilltop Holdings
Texas
$21.8M
CM
899
Churchill Management
California
$21.7M
William Blair Investment Management
900
William Blair Investment Management
Illinois
$21.7M