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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
SSWM
2601
Strait & Sound Wealth Management
California
$2.58M -$143K -562 -6%
WIA
2602
Westbourne Investment Advisors
Maryland
$2.58M +$102K +400 +5%
WP
2603
Westmount Partners
California
$2.58M -$2.04K -8 -0.1%
WLPWM
2604
Walled Lake Planning & Wealth Management
Illinois
$2.57M -$524K -2,054 -19%
CA
2605
Corrado Advisors
New Jersey
$2.57M -$86K -337 -4%
PA
2606
Prossimo Advisors
California
$2.56M +$2.55K +10 +0.1%
SSA
2607
South Street Advisors
New York
$2.55M +$6.38K +25 +0.3%
UCB
2608
United Community Bank
South Carolina
$2.55M -$196K -767 -8%
HFAS
2609
Hummer Financial Advisory Services
Illinois
$2.55M
TRIA
2610
Trail Ridge Investment Advisors
Colorado
$2.55M -$70.4K -276 -3%
MIC
2611
Meridian Investment Counsel
California
$2.55M
FRA
2612
Front Row Advisors
California
$2.55M +$38.3K +150 +2%
OC
2613
Oarsman Capital
Wisconsin
$2.54M -$45.2K -177 -2%
WMA
2614
Wealth Management Associates
New Jersey
$2.53M +$146K +572 +7%
OPOWM
2615
One Plus One Wealth Management
Florida
$2.53M -$66.3K -260 -3%
SC
2616
Stephens Consulting
Michigan
$2.52M +$231K +906 +12%
BFG
2617
Bouchey Financial Group
New York
$2.52M +$44.4K +174 +2%
MPCG
2618
Matrix Private Capital Group
New York
$2.52M -$276K -1,082 -11%
RB
2619
Rodgers Brothers
Pennsylvania
$2.52M
BWA
2620
Bordeaux Wealth Advisors
California
$2.51M -$37K -145 -2%
IJWM
2621
Inman Jager Wealth Management
Mississippi
$2.51M +$24.2K +95 +1%
DWM
2622
Defined Wealth Management
Oregon
$2.51M -$4.34K -17 -0.2%
KFSC
2623
Keystone Financial Services (Colorado)
Colorado
$2.51M +$32.9K +129 +2%
SCM
2624
Sunbeam Capital Management
Georgia
$2.51M +$100K +392 +5%
SC
2625
Stance Capital
Massachusetts
$2.51M +$2.21M +8,647 New

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.