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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
LPT
976
Legacy Private Trust
Wisconsin
$18.8M
PGAM
977
Princeton Global Asset Management
New Jersey
$18.7M
VA
978
VestGen Advisors
Illinois
$18.7M
PWW
979
Pettyjohn Wood & White
Virginia
$18.6M
SIC
980
SFE Investment Counsel
California
$18.6M
WTFG
981
Wells Trecaso Financial Group
Ohio
$18.6M
MIC
982
Means Investment Company
Maine
$18.6M
ST
983
Spinnaker Trust
Maine
$18.5M
HVIA
984
Hudson Valley Investment Advisors
New York
$18.4M
SVWAG
985
Sound View Wealth Advisors Group
Georgia
$18.4M
EI
986
Ethic Inc
New York
$18.4M
SDIC
987
South Dakota Investment Council
South Dakota
$18.3M
HCM
988
Hollencrest Capital Management
California
$18.3M
AC
989
AlphaCore Capital
California
$18.2M
BWP
990
Burling Wealth Partners
Illinois
$18.2M
VI
991
Vestcor Inc
New Brunswick, Canada
$18.2M
A
992
AustralianSuper
Australia
$18.2M
Marshall Wace
993
Marshall Wace
United Kingdom
$18.1M
RC
994
Roundview Capital
New Jersey
$18.1M
IAN
995
Integrated Advisors Network
Texas
$18.1M
AC
996
Addenda Capital
Quebec, Canada
$18M
SWP
997
Strategic Wealth Partners
Ohio
$18M
SBF
998
Sara-Bay Financial
Florida
$18M
ZIG
999
Zuckerman Investment Group
Illinois
$18M
ERIC
1000
Eagle Rock Investment Company
Georgia
$18M