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