We are live on ! Find out more
JPM icon

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
ISWM
2576
Independent Solutions Wealth Management
New York
$2.63M +$183K +719 +9%
NL
2577
Navalign LLC
California
$2.63M -$121K -475 -5%
KA
2578
Kercheville Advisors
Texas
$2.63M +$1.79M +7,015 +342%
MCM
2579
Mendel Capital Management
Arkansas
$2.63M -$35.7K -140 -2%
COCM
2580
Charter Oak Capital Management
New Hampshire
$2.63M +$79.1K +310 +4%
TA
2581
TKG Advisors
Indiana
$2.62M -$19.6K -77 -0.8%
IF
2582
IRON Financial
Illinois
$2.62M +$16.6K +65 +0.7%
AP
2583
Atwood & Palmer
Missouri
$2.62M +$24K +94 +1%
KWS
2584
Keystone Wealth Services
California
$2.62M +$373K +1,463 +19%
YWM
2585
Yukon Wealth Management
Kansas
$2.62M +$22.7K +89 +1%
B
2586
Birchbrook
Maine
$2.61M -$38.5K -151 -2%
BAM
2587
Bayview Asset Management
Florida
$2.61M -$14.5K -57 -0.6%
FM
2588
Freemont Management
Switzerland
$2.61M +$536K +2,100 +30%
VCM
2589
Virtue Capital Management
Tennessee
$2.61M -$514K -2,014 -18%
SFM
2590
Signet Financial Management
New Jersey
$2.6M +$40.6K +159 +2%
WSA
2591
Warm Springs Advisors
California
$2.6M -$40.3K -158 -2%
W
2592
Wealthquest
Ohio
$2.59M +$33.7K +132 +2%
FMN
2593
Financial Management Network
California
$2.59M +$292K +1,145 +15%
BSI
2594
Bennett Selby Investments
Maine
$2.59M
CH
2595
Cromwell Holdings
Wyoming
$2.58M
GDP
2596
Great Diamond Partners
Maine
$2.58M +$1.41M +5,512 +163%
KLWA
2597
Kelly Lawrence W & Associates
California
$2.58M -$31.9K -125 -1%
YDMI
2598
Y.D. More Investments
Israel
$2.58M -$332K -1,300 -13%
TWP
2599
Total Wealth Planning
Ohio
$2.58M +$2.27M +8,899 New
CCA
2600
Childress Capital Advisors
Texas
$2.58M +$122K +479 +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.