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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
WHG
251
Westwood Holdings Group
Texas
$196M -$16.4M -64,227 -9%
CWM
252
CIBC World Markets
New York
$190M +$3.06M +11,995 +2%
SCM
253
Smead Capital Management
Arizona
$188M -$86.5M -339,152 -34%
Allspring Global Investments
254
Allspring Global Investments
North Carolina
$188M -$13.3M -52,048 -7%
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$187M +$16.5M +64,808 +11%
WT
256
Whittier Trust
California
$186M +$6.91M +27,067 +4%
D.E. Shaw & Co
257
D.E. Shaw & Co
New York
$185M -$44.2M -173,147 -21%
DSA
258
Davis Selected Advisers
Arizona
$184M -$972K -3,810 -0.6%
Kovitz Investment Group Partners
259
Kovitz Investment Group Partners
Illinois
$184M +$25.8M +101,177 +19%
CII
260
Capital International Inc
California
$182M +$17.7M +69,413 +12%
Cambridge Investment Research Advisors
261
Cambridge Investment Research Advisors
Iowa
$178M -$1.57M -6,134 -1%
ERSOT
262
Employees Retirement System of Texas
Texas
$178M -$31.4M -122,900 -17%
DK
263
DJE Kapital
Germany
$175M +$11M +43,261 +8%
EWM
264
Evercore Wealth Management
New York
$174M -$9.21M -36,107 -6%
AM
265
AGF Management
Ontario, Canada
$174M +$4.13M +16,167 +3%
SIG
266
Stonegate Investment Group
Alabama
$171M -$31.1M -121,997 -17%
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$170M +$3.14M +12,293 +2%
DC
268
Davenport & Co
Virginia
$170M -$188K -738 -0.1%
PGFC
269
Peapack-Gladstone Financial Corp
New Jersey
$169M -$4.35M -17,049 -3%
BMSSC
270
B. Metzler seel. Sohn & Co
Germany
$169M -$9.93M -38,897 -6%
CS
271
Clear Street
New York
$167M +$108M +425,000 +283%
GRQ
272
Gardner Russo & Quinn
Pennsylvania
$166M -$120M -469,654 -45%
WJWM
273
Williams Jones Wealth Management
New York
$166M -$1.6M -6,262 -1%
FMI
274
Factory Mutual Insurance
Massachusetts
$164M
VRS
275
Virginia Retirement Systems
Virginia
$164M -$8.65M -33,900 -6%

JPM Hedge Fund Activity: Q2 2025 in Review

4,743 of the 7,598 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.