JPM icon

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