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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
PWP
2826
Phillips Wealth Planners
Mississippi
$2.02M -$38.3K -150 -2%
SCA
2827
Sippican Capital Advisors
Massachusetts
$2.02M -$3.32K -13 -0.2%
AIM
2828
ARGA Investment Management
Connecticut
$2.01M
HFA
2829
High Falls Advisors
New York
$2.01M +$33.7K +132 +2%
RFG
2830
RFP Financial Group
Georgia
$2.01M
WG
2831
Winton Group
United Kingdom
$2.01M +$1.77M +6,927 New
DAM
2832
Deltec Asset Management
New York
$2.01M
GWS
2833
Greykasell Wealth Strategies
California
$2M +$36.5K +143 +2%
BPW
2834
Bingham Private Wealth
California
$2M -$75.8K -297 -4%
CFA
2835
Cahill Financial Advisors
Minnesota
$1.99M -$96.2K -377 -5%
AR
2836
Advisory Research
Illinois
$1.99M -$34.2K -134 -2%
IF
2837
Intrua Financial
Texas
$1.99M -$116K -456 -6%
SW
2838
Solidarity Wealth
Utah
$1.98M -$25K -98 -1%
ACA
2839
Atlas Capital Advisors
Wyoming
$1.98M -$9.19K -36 -0.5%
SFG
2840
Sovereign Financial Group
Connecticut
$1.97M +$33.9K +133 +2%
MFWP
2841
Mosaic Family Wealth Partners
Missouri
$1.97M -$113K -441 -6%
BWM
2842
Birchcreek Wealth Management
Ohio
$1.97M -$8.17K -32 -0.5%
TW
2843
Traveka Wealth
California
$1.97M +$11.2K +44 +0.7%
WC
2844
Winmill & Co
New York
$1.97M
TC
2845
TFR Capital
Texas
$1.97M -$42.4K -166 -2%
LIA
2846
LBMC Investment Advisors
Tennessee
$1.97M
FIA
2847
FNY Investment Advisers
New York
$1.96M +$1.72M +6,750 New
TFP
2848
Tilia Fiduciary Partners
North Carolina
$1.95M -$30.6K -120 -2%
BIA
2849
Beacon Investment Advisors
Maryland
$1.95M +$2.3K +9 +0.1%
PK
2850
Pflug Koory
Nebraska
$1.95M +$255 +1 +0%

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.