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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
AWM
2776
Aviso Wealth Management
Washington
$2.15M +$68.4K +268 +4%
KCM
2777
KRS Capital Management
Michigan
$2.15M +$78.9K +309 +4%
CC
2778
Commons Capital
Massachusetts
$2.15M +$8.42K +33 +0.4%
AIM
2779
Alhambra Investment Management
Florida
$2.14M -$85.7K -336 -4%
RHIG
2780
R.H. Investment Group
Arizona
$2.14M
RYIA
2781
Roehl & Yi Investment Advisors
Oregon
$2.14M -$24.2K -95 -1%
BWM
2782
Bulltick Wealth Management
Florida
$2.14M -$791K -3,100 -30%
BF
2783
Brucke Financial
Indiana
$2.14M -$70.7K -277 -4%
GWP
2784
Gen-Wealth Partners
Michigan
$2.14M -$66.6K -261 -3%
HWA
2785
Heartwood Wealth Advisors
Virginia
$2.13M +$113K +442 +6%
CNBT
2786
Cornerstone National Bank & Trust
Illinois
$2.13M +$84K +329 +5%
SA
2787
Sovran Advisors
California
$2.13M +$241K +946 +14%
ACM
2788
Armbruster Capital Management
New York
$2.13M +$39.6K +155 +2%
BDF
2789
Black Diamond Financial
Maryland
$2.12M -$54.1K -212 -3%
OFW
2790
Omnia Family Wealth
Florida
$2.12M +$173K +679 +10%
CIA
2791
Cladis Investment Advisory
Montana
$2.12M +$38.3K +150 +2%
PFG
2792
Prosperity Financial Group
California
$2.11M +$160K +627 +9%
CF
2793
Claris Financial
Virginia
$2.11M -$482K -1,888 -21%
EIA
2794
Edgemoor Investment Advisors
Maryland
$2.1M +$58.4K +229 +3%
RLWM
2795
RF&L Wealth Management
Massachusetts
$2.1M
ACP
2796
Argyle Capital Partners
California
$2.09M -$32.7K -128 -2%
TWM
2797
Thrive Wealth Management
Pennsylvania
$2.09M -$6.63K -26 -0.4%
NJIM
2798
Nabity-Jensen Investment Management
Nebraska
$2.09M +$53.1K +208 +3%
SLG
2799
Stanley-Laman Group
Pennsylvania
$2.09M -$1.16M -4,548 -39%
G
2800
GenTrust
Florida
$2.09M -$174K -683 -9%

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.