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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
EFA
2726
Edge Financial Advisors
Illinois
$2.29M -$20.2K -79 -1%
JWA
2727
JFS Wealth Advisors
Pennsylvania
$2.29M +$8.93K +35 +0.4%
TT
2728
TI-Trust
Illinois
$2.28M
RWP
2729
Ridgecrest Wealth Partners
California
$2.28M +$1.79K +7 +0.1%
TIP
2730
Tandem Investment Partners
New Jersey
$2.27M +$194K +761 +11%
MMM
2731
Mendel Money Management
Illinois
$2.26M -$71.2K -279 -3%
MP
2732
Moment Partners
California
$2.26M +$10.7K +42 +0.5%
SIM
2733
SWP Investment Management
Ohio
$2.25M +$21.2K +83 +1%
PPWM
2734
Paragon Private Wealth Management
Kentucky
$2.25M +$386K +1,512 +24%
AIA
2735
Armor Investment Advisors
North Carolina
$2.25M -$156K -612 -7%
FG
2736
Foster Group
Iowa
$2.24M +$93.4K +366 +5%
BCM
2737
Birmingham Capital Management
Alabama
$2.24M -$886K -3,470 -31%
TWM
2738
TriaGen Wealth Management
California
$2.24M -$1.93M -7,563 -49%
SR
2739
Syntax Research
Florida
$2.24M +$27.8K +109 +1%
FCG
2740
Fielder Capital Group
Tennessee
$2.24M -$200K -785 -9%
AGC
2741
Aspen Grove Capital
Colorado
$2.23M +$540K +2,115 +38%
ZI
2742
ZEGA Investments
Florida
$2.23M +$231K +907 +13%
CAM
2743
Clark Asset Management
New Hampshire
$2.23M +$1.31M +5,147 +203%
GPI
2744
General Partner Inc
Pennsylvania
$2.22M
GPA
2745
Garrison Point Advisors
California
$2.22M -$45.9K -180 -2%
RPGK
2746
Retirement Planning Group (Kansas)
Kansas
$2.22M +$155K +606 +9%
AAIM
2747
Asset Advisors Investment Management
Georgia
$2.22M
HAS
2748
HBW Advisory Services
California
$2.22M +$113K +441 +6%
FOA
2749
Five Oceans Advisors
California
$2.21M +$12.2K +48 +0.6%
OL
2750
OneFund LLC
Florida
$2.21M -$24K -94 -1%

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.