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