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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
VC
2801
Veracity Capital
Georgia
$2.08M -$105K -413 -5%
EM
2802
ELCO Management
New York
$2.08M -$61.2K -240 -3%
TC
2803
Trilogy Capital
California
$2.07M -$68.1K -267 -4%
OIM
2804
Orca Investment Management
Oregon
$2.07M +$23K +90 +1%
FIM
2805
Freedom Investment Management
Connecticut
$2.07M -$89.8K -352 -5%
CPG
2806
Cornerstone Planning Group
New Jersey
$2.07M +$453K +1,776 +33%
TWPM
2807
Total Wealth Planning & Management
Florida
$2.07M +$39.6K +155 +2%
GWSG
2808
GPS Wealth Strategies Group
Colorado
$2.06M -$13K -51 -0.7%
AWG
2809
Altus Wealth Group
Colorado
$2.06M +$83.4K +327 +5%
KA
2810
Kozak & Associates
Colorado
$2.06M -$16.3K -64 -0.9%
RWM
2811
Revisor Wealth Management
Ohio
$2.06M +$1.18M +4,629 +188%
RWM
2812
Riverbend Wealth Management
South Carolina
$2.05M +$47.7K +187 +3%
MW
2813
Maia Wealth
Colorado
$2.05M +$507K +1,986 +39%
RIM
2814
Redwood Investment Management
Arizona
$2.05M -$382K -1,498 -17%
SPI
2815
Sutton Place Investors
New York
$2.05M +$131K +514 +8%
RB
2816
Renasant Bank
Mississippi
$2.05M +$331K +1,297 +22%
TWA
2817
Talisman Wealth Advisors
New Jersey
$2.05M +$1.53K +6 +0.1%
AGA
2818
Accuvest Global Advisors
Utah
$2.04M +$222K +868 +14%
UWS
2819
Unique Wealth Strategies
Illinois
$2.04M -$87K -341 -5%
FC
2820
Fairscale Capital
New Hampshire
$2.04M +$136K +533 +8%
HP
2821
Holistic Planning
Texas
$2.04M +$678K +2,658 +61%
RL
2822
Ruffer LLP
United Kingdom
$2.03M
SHFA
2823
SC&H Financial Advisors
Maryland
$2.03M -$38.3K -150 -2%
FA
2824
Fountainhead AM
New Jersey
$2.02M +$195K +764 +12%
LF
2825
Lantz Financial
Illinois
$2.02M +$27.3K +107 +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.