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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
CCM
951
Copeland Capital Management
Pennsylvania
$19.5M
BOC
952
Barbara Oil Co
Illinois
$19.4M
NGA
953
Naples Global Advisors
Florida
$19.4M
OCM
954
One Capital Management
California
$19.4M
CAM
955
Close Asset Management
United Kingdom
$19.4M
GAM
956
Griffin Asset Management
New York
$19.4M
GIP
957
Granite Investment Partners
California
$19.3M
MSA
958
MUFG Securities Americas
New York
$19.3M
ANTB
959
AMG National Trust Bank
Colorado
$19.3M
SAM
960
Strategy Asset Managers
California
$19.3M
AFG
961
Atomi Financial Group
New York
$19.2M
SPC
962
Sigma Planning Corp
Michigan
$19.2M
TCM
963
Telos Capital Management
California
$19.2M
FMWA
964
Forvis Mazars Wealth Advisors
Missouri
$19.2M
HFS
965
Haverford Financial Services
Pennsylvania
$19.2M
FPAS
966
Focus Partners Advisor Solutions
Missouri
$19.1M
WAM
967
Winslow Asset Management
Ohio
$19.1M
SW
968
SteelPeak Wealth
California
$19M
SWM
969
Spire Wealth Management
Virginia
$19M
GIM
970
Goelzer Investment Management
Indiana
$19M
NAS
971
Nicolet Advisory Services
Wisconsin
$19M
EFS
972
Essex Financial Services
Connecticut
$19M
IA
973
Intellus Advisors
Florida
$19M
BONST
974
Bank of Nova Scotia Trust
Ontario, Canada
$18.9M
LPT
975
Legacy Private Trust
Wisconsin
$18.8M