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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
VCM
2751
Vivaldi Capital Management
Illinois
$2.21M +$34.2K +134 +2%
BCP
2752
Berkeley Capital Partners
Georgia
$2.21M -$46.7K -183 -2%
IIM
2753
InTrack Investment Management
Vermont
$2.21M +$253K +993 +15%
CASB
2754
Cape Ann Savings Bank
Massachusetts
$2.2M -$211K -825 -10%
AFG
2755
ABLE Financial Group
Arizona
$2.2M -$96.5K -378 -5%
SIC
2756
Sterling Investment Counsel
New York
$2.19M -$2.43M -9,537 -56%
PWM
2757
Palacios Wealth Management
Florida
$2.19M +$1.33M +5,226 +224%
SRA
2758
Secured Retirement Advisors
Minnesota
$2.19M -$65.1K -255 -3%
KCFA
2759
Key Client Fiduciary Advisors
New Jersey
$2.19M +$20.7K +81 +1%
FCM
2760
Fieldview Capital Management
Michigan
$2.19M +$1.92M +7,541 New
MAC
2761
Mason & Associates (California)
California
$2.18M +$35K +137 +2%
SC
2762
Saiph Capital
New Jersey
$2.18M +$1.92M +7,533 New
MWPCG
2763
Measured Wealth Private Client Group
New Hampshire
$2.18M +$159K +625 +9%
SAA
2764
Southeast Asset Advisors
Georgia
$2.18M +$306K +1,198 +19%
BF
2765
bLong Financial
Tennessee
$2.18M -$12.8K -50 -0.7%
TNAM
2766
Terra Nova Asset Management
New York
$2.18M -$180K -705 -9%
RCM
2767
Raleigh Capital Management
North Carolina
$2.18M -$55.9K -219 -3%
MFG
2768
Menard Financial Group
Texas
$2.18M +$340K +1,334 +22%
DFS
2769
Dixon Fnancial Services
California
$2.17M -$25.5K -100 -1%
LWP
2770
LeClair Wealth Partners
Ohio
$2.17M -$69.4K -272 -4%
PFS
2771
Physicians Financial Services
North Carolina
$2.17M -$6.38K -25 -0.3%
OPWM
2772
Oakwell Private Wealth Management
Texas
$2.16M +$119K +466 +7%
CP
2773
Covenant Partners
Tennessee
$2.16M
MAM
2774
McLean Asset Management
Virginia
$2.16M +$41.9K +164 +2%
GWM
2775
Gibbs Wealth Management
Georgia
$2.16M +$347K +1,360 +22%

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.