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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
JWWM
2676
Johnson & White Wealth Management
Pennsylvania
$2.4M -$18.1K -71 -0.8%
CCA
2677
Cora Capital Advisors
New Jersey
$2.4M +$67.6K +265 +3%
CVM
2678
Cheviot Value Management
California
$2.39M -$23.7K -93 -1%
CBT
2679
CoreFirst Bank & Trust
Kansas
$2.39M -$93.9K -368 -4%
TF
2680
Tudor Financial
Ohio
$2.39M +$20.7K +81 +1%
TC
2681
Trust Company
Kansas
$2.39M -$92.1K -361 -4%
IWA
2682
IBEX Wealth Advisors
New Jersey
$2.39M -$4.35M -17,064 -67%
TF
2683
TLWM Financial
Texas
$2.38M -$8.93K -35 -0.4%
EA
2684
Ellsworth Advisors
Ohio
$2.38M -$236K -924 -10%
SICM
2685
Sustainable Insight Capital Management
New York
$2.38M -$3.35M -13,127 -61%
CAM
2686
CPA Asset Management
Florida
$2.38M
SWRP
2687
Summit Wealth & Retirement Planning
California
$2.38M
AWM
2688
Accel Wealth Management
Iowa
$2.38M -$37.3K -146 -2%
JE
2689
JMAC Enterprises
Pennsylvania
$2.37M -$25.5K -100 -1%
VCM
2690
Versant Capital Management
Arizona
$2.37M +$222K +868 +12%
WCBA
2691
Weaver C. Barksdale & Associates
Tennessee
$2.37M -$188K -738 -8%
AA
2692
Alesco Advisors
New York
$2.37M +$20.7K +81 +1%
SW
2693
SMART Wealth
Nebraska
$2.37M +$510 +2 +0%
WCAMG
2694
Woodard & Company Asset Management Group
North Carolina
$2.36M +$88.3K +346 +4%
ACMA
2695
Arbor Capital Management (Alaska)
Alaska
$2.36M -$47.2K -185 -2%
FVWA
2696
Foster Victor Wealth Advisors
South Carolina
$2.35M +$44.7K +175 +2%
AF
2697
Apollon Financial
South Carolina
$2.35M +$31.9K +125 +2%
GCM
2698
Garland Capital Management
Washington
$2.34M -$4.49M -17,585 -69%
EWS
2699
Eagle Wealth Strategies
New Jersey
$2.33M -$288K -1,130 -12%
PL
2700
Perpetual Ltd
Australia
$2.33M -$1.04M -4,083 -34%

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.