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JPMorgan Chase

4,665 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, 1,991 increasing their positions, 1,978 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: 4,5994,665 (+66)

1% more repeat investments, than reductions

Existing positions increased: 1,991 | Existing positions reduced: 1,978

9% less call options, than puts

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

Holders
4,665
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
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$658M
Royal London Asset Management
102
Royal London Asset Management
United Kingdom
$657M
Aviva
103
Aviva
United Kingdom
$647M
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$626M
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$620M
Universal-Beteiligungs- und Servicegesellschaft
106
Universal-Beteiligungs- und Servicegesellschaft
Germany
$610M
Bank Julius Baer & Co
107
Bank Julius Baer & Co
Switzerland
$608M
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$601M
BG
109
Bahl & Gaynor
Ohio
$600M
1832 Asset Management
110
1832 Asset Management
Ontario, Canada
$597M
Cerity Partners
111
Cerity Partners
New York
$579M
Allianz Asset Management
112
Allianz Asset Management
Germany
$575M
Korea Investment Corp
113
Korea Investment Corp
South Korea
$573M
M&T Bank
114
M&T Bank
New York
$537M
First Trust Advisors
115
First Trust Advisors
Illinois
$531M
HNB
116
Huntington National Bank
Ohio
$523M
Luther King Capital Management (LKCM)
117
Luther King Capital Management (LKCM)
Texas
$521M
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$520M
Lord, Abbett & Co
119
Lord, Abbett & Co
New Jersey
$520M
CIBC World Market
120
CIBC World Market
Ontario, Canada
$519M
Caisse de Depot et Placement du Quebec (CDPQ)
121
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$512M
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$511M
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$497M
KeyBank National Association
124
KeyBank National Association
Ohio
$492M
Russell Investments Group
125
Russell Investments Group
United Kingdom
$488M