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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
PWAM
2551
Papamarkou Wellner Asset Management
New York
$2.72M +$39.8K +156 +2%
EB
2552
Emprise Bank
Kansas
$2.72M +$13.5K +53 +0.6%
MCC
2553
Money Concepts Capital
Florida
$2.71M -$412K -1,615 -15%
NWM
2554
Napa Wealth Management
California
$2.71M +$2.38M +9,332 New
AC
2555
Asio Capital
Kentucky
$2.7M +$74K +290 +3%
NFSG
2556
Newbridge Financial Services Group
Florida
$2.7M +$872K +3,419 +58%
PWM
2557
Prentice Wealth Management
New York
$2.7M -$89.3K -350 -4%
KFA
2558
Kelleher Financial Advisors
New York
$2.7M +$655K +2,566 +38%
DWM
2559
Drive Wealth Management
Utah
$2.7M +$44.7K +175 +2%
KFA
2560
Kapstone Financial Advisors
Ohio
$2.7M -$5.1K -20 -0.2%
FHC
2561
First Heartland Consultants
Missouri
$2.7M +$208K +817 +10%
MFG
2562
Mosaic Financial Group
Illinois
$2.69M -$3.83K -15 -0.2%
WCM
2563
Washington Capital Management
Washington
$2.69M
LAIC
2564
Lederer & Associates Investment Counsel
California
$2.69M -$35.5K -139 -1%
NEWAS
2565
N.E.W. Advisory Services
Wisconsin
$2.68M +$183K +716 +8%
BLFG
2566
Brian Low Financial Group
Louisiana
$2.68M +$2.36M +9,235 New
RC
2567
Reik & Co
New York
$2.67M +$1.65M +6,478 +237%
SIC
2568
Samalin Investment Counsel
New York
$2.66M -$18.1K -71 -0.8%
AA
2569
Altman Advisors
Illinois
$2.66M +$17.1K +67 +0.7%
CB
2570
Centennial Bank
Arkansas
$2.66M -$21.7K -85 -0.9%
RFA
2571
ROI Financial Advisors
Oregon
$2.66M +$375K +1,471 +19%
HP
2572
Hilltop Partners
Indiana
$2.65M +$227K +890 +11%
SC
2573
Savoie Capital
Illinois
$2.65M
LB
2574
Legacy Bridge
Iowa
$2.64M
CSPIA
2575
Cary Street Partners Investment Advisory
Virginia
$2.64M +$134K +526 +6%

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.