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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
CDDEC
926
Caisse Des Depots Et Consignations
France
$20.5M
PMAM
927
Picton Mahoney Asset Management
Ontario, Canada
$20.4M
AAM
928
Advisors Asset Management
Colorado
$20.1M
AIA
929
Allied Investment Advisors
Montana
$20.1M
WC
930
Woodstock Corp
Massachusetts
$20M
WIC
931
Willis Investment Counsel
Georgia
$20M
HF
932
HRT Financial
New York
$19.9M
DCA
933
DSG Capital Advisors
Minnesota
$19.9M
FTC
934
Farmers Trust Company
Ohio
$19.9M
EWM
935
Empirical Wealth Management
Washington
$19.8M
CIS
936
Connors Investor Services
Pennsylvania
$19.8M
WSCM
937
Wellington Shields Capital Management
New York
$19.8M
CT
938
Caldwell Trust
Florida
$19.8M
DT
939
Diversified Trust
Tennessee
$19.8M
GG
940
Greenwood Gearhart
Arkansas
$19.7M
WFMPM
941
Woodley Farra Manion Portfolio Management
Indiana
$19.7M
1SB
942
1ST Source Bank
Indiana
$19.7M
AWS
943
Atria Wealth Solutions
New York
$19.6M
IWM
944
IHT Wealth Management
Illinois
$19.6M
VWM
945
Venturi Wealth Management
Texas
$19.6M
PI
946
PFG Investments
New York
$19.6M
SCM
947
Sterling Capital Management
North Carolina
$19.5M
RWA
948
River Wealth Advisors
Pennsylvania
$19.5M
ISB
949
Iowa State Bank
Iowa
$19.5M
HT
950
Heritage Trust
Oklahoma
$19.5M