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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
OCM
2651
Orion Capital Management
California
$2.46M
ANC
2652
Ames National Corp
Iowa
$2.46M -$153K -600 -7%
PWP
2653
Pursue Wealth Partners
California
$2.45M -$5.61K -22 -0.3%
BCA
2654
Bay Capital Advisors
Virginia
$2.45M +$1.02K +4 +0%
MCM
2655
Mainstream Capital Management
California
$2.45M -$6.89K -27 -0.3%
LA
2656
LexAurum Advisors
Kansas
$2.45M -$113K -442 -5%
GIM
2657
Guardian Investment Management
California
$2.45M -$1.22M -4,800 -36%
AF
2658
Affiance Financial
Minnesota
$2.45M +$52.3K +205 +2%
EFM
2659
Eley Financial Management
Vermont
$2.44M -$28.6K -112 -1%
SCI
2660
Stableford Capital II
Arizona
$2.44M -$242K -950 -10%
LFP
2661
Lakeshore Financial Planning
Michigan
$2.44M +$9.44K +37 +0.4%
FAG
2662
Fortitude Advisory Group
Washington
$2.44M -$69.4K -272 -3%
GFA
2663
Gallagher Fiduciary Advisors
Illinois
$2.43M +$12.8K +50 +0.6%
GCC
2664
Game Creek Capital
Massachusetts
$2.43M
CFGW
2665
Chancellor Financial Group WB
Pennsylvania
$2.43M +$35K +137 +2%
EWM
2666
Evergreen Wealth Management
Michigan
$2.43M +$16.8K +66 +0.8%
CWM
2667
Castle Wealth Management
Florida
$2.43M -$80.4K -315 -4%
RA
2668
RoundAngle Advisors
New Jersey
$2.42M +$7.14K +28 +0.3%
SMA
2669
Seven Mile Advisory
New Jersey
$2.42M -$19.6K -77 -0.9%
RCA
2670
Roberts Capital Advisors
Colorado
$2.42M +$686K +2,687 +47%
CCMW
2671
Cypress Capital Management (Wyoming)
Wyoming
$2.42M -$20.7K -81 -1%
FCB
2672
First County Bank
Connecticut
$2.41M -$125K -489 -6%
BI
2673
Bolthouse Investments
California
$2.41M
PCS
2674
Private Client Services
Kentucky
$2.41M +$362K +1,419 +21%
FNBSF
2675
First National Bank Sioux Falls
South Dakota
$2.4M -$17.9K -70 -0.8%

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.