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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
KIM
1001
Kestra Investment Management
Texas
$17.9M
CWG
1002
Cornerstone Wealth Group
North Carolina
$17.8M
CNB
1003
Camden National Bank
Maine
$17.8M
FNB
1004
Farmers National Bank
Kentucky
$17.8M
SB
1005
Simmons Bank
Arkansas
$17.8M
CCM
1006
Carmel Capital Management
California
$17.8M
NCM
1007
Northside Capital Management
Oregon
$17.7M
NSEDCP
1008
NJ State Employees Deferred Compensation Plan
New Jersey
$17.7M
CPCM
1009
Cardinal Point Capital Management
Ontario, Canada
$17.7M
NP
1010
NorthRock Partners
Minnesota
$17.6M
SCM
1011
Schnieders Capital Management
California
$17.6M
VIP
1012
Vantage Investment Partners
Missouri
$17.5M
TCM
1013
Twin Capital Management
Pennsylvania
$17.4M
CAM
1014
Cypress Asset Management
Texas
$17.4M
AAM
1015
AR Asset Management
California
$17.3M
CCMINC
1016
Cardinal Capital Management Inc (North Carolina)
North Carolina
$17.3M
GFG
1017
Greystone Financial Group
Michigan
$17.3M
WIC
1018
WealthBridge Investment Counsel
Alberta, Canada
$17.3M
FNA
1019
First National Advisers
Nebraska
$17.3M
PAIM
1020
Punch & Associates Investment Management
Minnesota
$17.3M
AIM
1021
Artemis Investment Management
United Kingdom
$17.2M
JFGIW
1022
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.2M
FCP
1023
Fidelis Capital Partners
Florida
$17.2M
CCB
1024
Country Club Bank
Missouri
$17.2M
MPM
1025
Meritage Portfolio Management
Kansas
$17.1M