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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
PI
1176
Pettee Investors
Connecticut
$13.2M
CCM
1177
Canal Capital Management
Virginia
$13.2M
IIM
1178
Ipswich Investment Management
Massachusetts
$13.2M
PT
1179
Plimoth Trust
Massachusetts
$13.2M
WCA
1180
Westover Capital Advisors
Delaware
$13.2M
BA
1181
Ballast Advisors
Minnesota
$13.1M
NEAM
1182
New England Asset Management
Connecticut
$13.1M
TIM
1183
Thompson Investment Management
Wisconsin
$13.1M
SC
1184
Schulhoff & Co
Ohio
$13.1M
BMWM
1185
Brown Miller Wealth Management
Virginia
$13.1M
PAMG
1186
Patton Albertson Miller Group
Tennessee
$13M
PMWMG
1187
Parr McKnight Wealth Management Group
Minnesota
$13M
TWM
1188
Trueblood Wealth Management
Ohio
$13M
AA
1189
Apriem Advisors
California
$13M
BFS
1190
Bard Financial Services
Connecticut
$12.9M
XF
1191
XML Financial
Maryland
$12.9M
SFG
1192
SevenBridge Financial Group
Pennsylvania
$12.9M
FNBOMD
1193
First National Bank of Mount Dora
Florida
$12.8M
JCM
1194
Jacobi Capital Management
Pennsylvania
$12.8M
KCPG
1195
Kavar Capital Partners Group
Kansas
$12.8M
PAG
1196
Private Advisory Group
Washington
$12.8M
BA
1197
Bridgewater Advisors
New York
$12.8M
WIA
1198
Wetzel Investment Advisors
Indiana
$12.8M
1M
1199
1248 Management
Missouri
$12.8M
MAM
1200
Mirabaud Asset Management
United Kingdom
$12.8M