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JPMorgan Chase

4,669 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, 1,994 increasing their positions, 1,979 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 ownership

Funds ownership:

2% more funds holding

Funds holding: 4,6004,669 (+69)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,979

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,669
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
FCT
1126
Family Capital Trust
Massachusetts
$14.5M
Temasek Holdings
1127
Temasek Holdings
Singapore
$14.5M
WSC
1128
Wellington Shields & Co
New York
$14.4M
PA
1129
PFG Advisors
Arizona
$14.4M
YIA
1130
YHB Investment Advisors
Connecticut
$14.4M
CWS
1131
Confluence Wealth Services
Pennsylvania
$14.4M
MIH
1132
Meitav Investment House
Israel
$14.4M
HH
1133
HWG Holdings
Texas
$14.4M
RFM
1134
Royal Fund Management
Florida
$14.3M
MWM
1135
Marietta Wealth Management
Georgia
$14.3M
CF
1136
Centaurus Financial
California
$14.3M
GIC
1137
Generali Investments CEE
Czech Republic
$14.2M
Jacobs Levy Equity Management
1138
Jacobs Levy Equity Management
New Jersey
$14.2M
FHA
1139
Flagship Harbor Advisors
Massachusetts
$14.2M
BIM
1140
Baldwin Investment Management
Pennsylvania
$14.2M
BAM
1141
Belpointe Asset Management
Nevada
$14M
ACM
1142
Adalta Capital Management
New York
$14M
PFA
1143
Pure Financial Advisors
California
$13.9M
SFP
1144
Shepherd Financial Partners
Massachusetts
$13.9M
CIC
1145
Cutler Investment Counsel
Oregon
$13.9M
EFG
1146
Embree Financial Group
Illinois
$13.9M
GWMR
1147
GC Wealth Management RIA
Massachusetts
$13.9M
SFO
1148
Stokes Family Office
Louisiana
$13.8M
BAM
1149
Brave Asset Management
New Jersey
$13.8M
BTI
1150
Blue Trust Inc
Georgia
$13.8M