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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
OWA
2701
One Wealth Advisors
California
$2.33M -$2.04K -8 -0.1%
SPWG
2702
Syntegra Private Wealth Group
Missouri
$2.33M +$215K +842 +12%
AWS
2703
Aspen Wealth Strategies
Colorado
$2.33M +$143K +562 +8%
TIM
2704
Tortoise Investment Management
New York
$2.33M +$20.4K +80 +1%
OBGC
2705
O'Brien Greene & Co
Pennsylvania
$2.32M
PA
2706
Promethium Advisors
Maryland
$2.32M +$99.5K +390 +5%
SOS
2707
Silver Oak Securities
Tennessee
$2.32M +$30.9K +121 +2%
GCM
2708
GoodHaven Capital Management
New Jersey
$2.32M
EW
2709
Element Wealth
Mississippi
$2.32M +$625K +2,449 +44%
ASBI
2710
American State Bank (Iowa)
Iowa
$2.32M +$8.68K +34 +0.4%
PFM
2711
Potomac Fund Management
Florida
$2.32M -$40.8K -160 -2%
RF
2712
Roxbury Financial
New Jersey
$2.31M -$66.1K -259 -3%
MSCM
2713
McElhenny Sheffield Capital Management
Texas
$2.31M -$1.53K -6 -0.1%
DIM
2714
Delta Investment Management
California
$2.31M +$16.8K +66 +0.8%
BIA
2715
BHK Investment Advisors
Alabama
$2.31M -$197K -773 -9%
SMF
2716
Scott Marsh Financial
Utah
$2.31M +$2.03M +7,972 New
LSA
2717
Lion Street Advisors
Texas
$2.31M +$106K +414 +5%
PCG
2718
PFC Capital Group
California
$2.31M -$112K -440 -5%
CAS
2719
CTC Alternative Strategies
Illinois
$2.31M +$1.47M +5,754 +262%
HI
2720
Hendershot Investments
Virginia
$2.3M -$142K -558 -7%
LI
2721
LVZ Inc
Michigan
$2.3M -$255 -1 -0%
FNBTCON
2722
First National Bank & Trust Co of Newtown
Pennsylvania
$2.3M -$149K -585 -7%
PG
2723
Proffitt & Goodson
Tennessee
$2.29M +$31.6K +124 +2%
MA
2724
MBA Advisors
Pennsylvania
$2.29M -$133K -523 -6%
NWM
2725
Northwest Wealth Management
Iowa
$2.29M +$47K +184 +2%

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.