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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
PGAM
976
Princeton Global Asset Management
New Jersey
$18.7M
VA
977
VestGen Advisors
Illinois
$18.7M
PWW
978
Pettyjohn Wood & White
Virginia
$18.6M
SIC
979
SFE Investment Counsel
California
$18.6M
WTFG
980
Wells Trecaso Financial Group
Ohio
$18.6M
MIC
981
Means Investment Company
Maine
$18.6M
ST
982
Spinnaker Trust
Maine
$18.5M
HVIA
983
Hudson Valley Investment Advisors
New York
$18.4M
SVWAG
984
Sound View Wealth Advisors Group
Georgia
$18.4M
EI
985
Ethic Inc
New York
$18.4M
SDIC
986
South Dakota Investment Council
South Dakota
$18.3M
HCM
987
Hollencrest Capital Management
California
$18.3M
AC
988
AlphaCore Capital
California
$18.2M
BWP
989
Burling Wealth Partners
Illinois
$18.2M
VI
990
Vestcor Inc
New Brunswick, Canada
$18.2M
A
991
AustralianSuper
Australia
$18.2M
Marshall Wace
992
Marshall Wace
United Kingdom
$18.1M
RC
993
Roundview Capital
New Jersey
$18.1M
IAN
994
Integrated Advisors Network
Texas
$18.1M
AC
995
Addenda Capital
Quebec, Canada
$18M
SWP
996
Strategic Wealth Partners
Ohio
$18M
SBF
997
Sara-Bay Financial
Florida
$18M
ZIG
998
Zuckerman Investment Group
Illinois
$18M
ERIC
999
Eagle Rock Investment Company
Georgia
$18M
FA
1000
Fagan Associates
New York
$17.9M