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JPMorgan Chase

4,743 hedge funds and large institutions have $583B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 250 funds opening new positions, 2,026 increasing their positions, 2,009 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 250 | Existing positions closed: 105

17% more capital invested

Capital invested by funds: $497B → $583B (+$86.1B)

12% more funds holding in top 10

Funds holding in top 10: 844949 (+105)

2% more funds holding

Funds holding: 4,6664,743 (+77)

1% more repeat investments, than reductions

Existing positions increased: 2,026 | Existing positions reduced: 2,009

0.08% more ownership

Funds ownership: 72.31%72.38% (+0.08%)

9% less call options, than puts

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

Holders
4,743
Holders Change
+77
Holders Change %
+1.65%
% of All Funds
62.42%
Holding in Top 10
949
Holding in Top 10 Change
+105
Holding in Top 10 Change %
+12.44%
% of All Funds
12.49%
New
250
Increased
2,026
Reduced
2,009
Closed
105
Calls
$9.99B
Puts
$11B
Net Calls
-$1B
Net Calls Change
+$299M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2526
Elmwood Wealth Management
California
$2.79M -$50.5K -198 -2%
WW
2527
Waterfront Wealth
Kansas
$2.79M -$28.8K -113 -1%
PHS
2528
Pekin Hardy Strauss
Illinois
$2.79M -$545K -2,135 -18%
NAMNJ
2529
NorthStar Asset Management (New Jersey)
New Jersey
$2.79M +$68.9K +270 +3%
AGP
2530
Autumn Glory Partners
Texas
$2.79M +$43.9K +172 +2%
CG
2531
CFO4Life Group
Texas
$2.78M -$100K -393 -4%
TIA
2532
Trust Investment Advisors
Indiana
$2.78M -$226K -884 -8%
TWP
2533
Triad Wealth Partners
Kansas
$2.77M +$442K +1,734 +22%
BIG
2534
Brookwood Investment Group
Arizona
$2.77M +$1.18M +4,616 +93%
DL
2535
DOHJ LLC
Washington
$2.77M +$398K +1,560 +16%
CUAMC
2536
China Universal Asset Management Company
China
$2.77M -$1.56M -6,105 -39%
MWA
2537
Medallion Wealth Advisors
Connecticut
$2.77M +$20.7K +81 +0.9%
FA
2538
Faithward Advisors
Pennsylvania
$2.76M -$213K -836 -8%
FW
2539
FullCircle Wealth
Texas
$2.76M +$16.6K +65 +0.7%
DBG
2540
De Burlo Group
Massachusetts
$2.76M -$33.2K -130 -1%
FFO
2541
Fortitude Family Office
Arizona
$2.76M -$226K -884 -9%
CE
2542
Cornerstone Enterprises
Wisconsin
$2.75M -$1.43M -5,612 -37%
CSC
2543
Caldwell Sutter Capital
California
$2.75M -$21.4K -84 -0.9%
KMWM
2544
Keudell/Morrison Wealth Management
Oregon
$2.75M -$240K -941 -9%
CGA
2545
Crescent Grove Advisors
Illinois
$2.74M -$345K -1,351 -12%
SWA
2546
Strategies Wealth Advisors
Michigan
$2.74M -$41.3K -162 -2%
SNBOSD
2547
Security National Bank of So Dak
Iowa
$2.74M +$6.38K +25 +0.3%
EAM
2548
Eukles Asset Management
Ohio
$2.73M -$8.42K -33 -0.3%
CCS
2549
Concentric Capital Strategies
Connecticut
$2.73M -$997K -3,905 -29%
APA
2550
Astoria Portfolio Advisors
New York
$2.72M -$71.7K -281 -3%

JPM Hedge Fund Activity: Q2 2025 in Review

4,743 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2025, worth a combined $583B — up 17% from $497B a quarter earlier.

Buyers outnumbered sellers: 250 funds opened new JPM positions and 105 closed out — a net gain of 145 holders — while 2,026 added to existing stakes and 2,009 trimmed.

The largest buyer was Bank of America, adding an estimated $1.6B. The largest seller was Fidelity Investments, cutting an estimated $1.27B.

  • 4,743 institutional investors held JPMorgan Chase (JPM) as of Q2 2025, up from 4,666 in Q1 2025.
  • Funds reported $583B of JPMorgan Chase stock for Q2 2025, up 17% quarter-over-quarter.
  • 250 funds opened new JPMorgan Chase positions in Q2 2025 and 105 closed out, a net change of +145 holders.
  • The largest JPMorgan Chase buyer in Q2 2025 was Bank of America, an estimated $1.6B added.
  • The largest JPMorgan Chase seller in Q2 2025 was Fidelity Investments, an estimated $1.27B sold.

Based on aggregated 13F filings for Q2 2025.