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JPMorgan Chase

4,697 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, 1,990 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: 1,990

9% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
940
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
MAM
1176
Mystic Asset Management
Rhode Island
$13.3M
DSC
1177
Duncker Streett & Co
Missouri
$13.3M
RIA
1178
RPG Investment Advisory
California
$13.2M
PI
1179
Pettee Investors
Connecticut
$13.2M
CCM
1180
Canal Capital Management
Virginia
$13.2M
IIM
1181
Ipswich Investment Management
Massachusetts
$13.2M
PT
1182
Plimoth Trust
Massachusetts
$13.2M
WCA
1183
Westover Capital Advisors
Delaware
$13.2M
BA
1184
Ballast Advisors
Minnesota
$13.1M
NEAM
1185
New England Asset Management
Connecticut
$13.1M
TIM
1186
Thompson Investment Management
Wisconsin
$13.1M
SC
1187
Schulhoff & Co
Ohio
$13.1M
BMWM
1188
Brown Miller Wealth Management
Virginia
$13.1M
PAMG
1189
Patton Albertson Miller Group
Tennessee
$13M
PMWMG
1190
Parr McKnight Wealth Management Group
Minnesota
$13M
TWM
1191
Trueblood Wealth Management
Ohio
$13M
AA
1192
Apriem Advisors
California
$13M
BFS
1193
Bard Financial Services
Connecticut
$12.9M
XF
1194
XML Financial
Maryland
$12.9M
SFG
1195
SevenBridge Financial Group
Pennsylvania
$12.9M
FNBOMD
1196
First National Bank of Mount Dora
Florida
$12.8M
JCM
1197
Jacobi Capital Management
Pennsylvania
$12.8M
KCPG
1198
Kavar Capital Partners Group
Kansas
$12.8M
PAG
1199
Private Advisory Group
Washington
$12.8M
BA
1200
Bridgewater Advisors
New York
$12.8M