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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
TCBWMS
1251
Texas Capital Bank Wealth Management Services
Texas
$11.9M
CNBTD
1252
Citizens National Bank Trust Department
Mississippi
$11.8M
BFG
1253
Beacon Financial Group
Texas
$11.8M
VA
1254
Valmark Advisers
Ohio
$11.8M
AG
1255
Advocate Group
Minnesota
$11.7M
CC
1256
Constitution Capital
Connecticut
$11.7M
IIM
1257
Intact Investment Management
Quebec, Canada
$11.7M
PCA
1258
Providence Capital Advisors
North Carolina
$11.7M
NS
1259
NBC Securities
Alabama
$11.7M
AIM
1260
Anchor Investment Management
South Carolina
$11.7M
CT
1261
Chicago Trust
Illinois
$11.7M
PA
1262
Profund Advisors
Maryland
$11.6M
OFG
1263
Oxford Financial Group
Indiana
$11.6M
FC
1264
Fusion Capital
South Carolina
$11.6M
NC
1265
NBW Capital
Massachusetts
$11.6M
P
1266
Pitcairn
Pennsylvania
$11.5M
EFMC
1267
Empire Financial Management Company
New York
$11.5M
BOH
1268
Bank of Hawaii
Hawaii
$11.5M
WAS
1269
WESPAC Advisors SoCal
California
$11.5M
AMM
1270
American Money Management
California
$11.5M
OSNBOA
1271
Old Second National Bank of Aurora
Illinois
$11.5M
NO
1272
Ninety One
South Africa
$11.5M
VST
1273
Van Strum & Towne
California
$11.5M
EARNEST Partners
1274
EARNEST Partners
Georgia
$11.5M
ACM
1275
Alpha Capital Management
Texas
$11.5M