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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
SFS
2626
Security Financial Services
Indiana
$2.51M +$269K +1,054 +14%
AB
2627
ANB Bank
Colorado
$2.5M -$42.1K -165 -2%
LCM
2628
Lazari Capital Management
California
$2.5M -$73.5K -288 -3%
MFG
2629
Monte Financial Group
Connecticut
$2.5M +$19.6K +77 +0.9%
BSSFA
2630
Baron Silver Stevens Financial Advisors
Florida
$2.5M +$213K +834 +11%
SIM
2631
Sentry Investment Management
Wisconsin
$2.5M -$47.2K -185 -2%
WAL
2632
W Advisors LLC
Tennessee
$2.49M -$36K -141 -2%
BCM
2633
Bayesian Capital Management
New York
$2.49M +$2.2M +8,602 New
CL
2634
CIM LLC
New York
$2.49M -$16.8K -66 -0.8%
CIA
2635
Citadel Investment Advisory
Ohio
$2.49M -$73.2K -287 -3%
VIPI
2636
Vista Investment Partners II
Indiana
$2.49M +$5.36K +21 +0.2%
JFA
2637
JNBA Financial Advisors
Minnesota
$2.49M -$10.5K -41 -0.5%
CAG
2638
Centerpoint Advisory Group
Kansas
$2.49M +$202K +793 +10%
MKC
2639
M. Kraus & Co
Vermont
$2.49M
WMWM
2640
Whitaker-Myers Wealth Managers
Ohio
$2.48M +$637K +2,496 +41%
TCB
2641
Texas Capital Bancshares
Texas
$2.48M -$33.2K -130 -1%
VWM
2642
Vigilare Wealth Management
Arizona
$2.48M +$1.24M +4,858 +132%
PWM
2643
Paulson Wealth Management
Illinois
$2.48M -$5.36K -21 -0.2%
CIC
2644
Cornercap Investment Counsel
Georgia
$2.48M -$566K -2,219 -21%
NA
2645
Navellier & Associates
Nevada
$2.48M
CSB
2646
City State Bank
Iowa
$2.48M -$32.9K -129 -1%
VCM
2647
Vision Capital Management
Oregon
$2.47M -$180K -705 -8%
PSFG
2648
Prairie Sky Financial Group
Illinois
$2.47M
IA
2649
IFG Advisors
Missouri
$2.47M +$12.5K +49 +0.6%
CMANY
2650
Capital Management Associates (New York)
New York
$2.46M

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.