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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
AIM
2851
Advyzon Investment Management
Illinois
$1.95M +$596K +2,336 +53%
HPBT
2852
Hickory Point Bank & Trust
Illinois
$1.95M +$192K +753 +13%
FB
2853
Finward Bancorp
Indiana
$1.94M -$5.1K -20 -0.3%
WEG
2854
World Equity Group
Illinois
$1.94M +$15.6K +61 +0.9%
GF
2855
Gries Financial
Ohio
$1.93M -$305K -1,197 -15%
MAM
2856
Milestone Asset Management
Pennsylvania
$1.93M -$3.09M -12,117 -65%
SCP
2857
Sivia Capital Partners
California
$1.93M -$149K -582 -8%
VCM
2858
Viewpoint Capital Management
Washington
$1.93M -$12.8K -50 -0.7%
TFA
2859
Transamerica Financial Advisors
Florida
$1.93M -$235K -920 -12%
CRI
2860
Colonial River Investments
Virginia
$1.92M -$85.5K -335 -5%
KSWWM
2861
Keyes Stange & Wooten Wealth Management
Florida
$1.92M -$107K -418 -6%
AFS
2862
Access Financial Services
Minnesota
$1.92M
PVM
2863
Palogic Value Management
Texas
$1.92M
TFM
2864
TFC Financial Management
Massachusetts
$1.92M -$510 -2 -0%
SB
2865
Sunflower Bank
Texas
$1.92M +$2.3K +9 +0.1%
ME
2866
McIlrath & Eck
Washington
$1.91M +$19.1K +75 +1%
SWM
2867
Sterling Wealth Management
Illinois
$1.91M +$1.68M +6,584 New
CS
2868
Capital Square
Tennessee
$1.91M -$167K -653 -9%
TA
2869
TFB Advisors
Kansas
$1.9M +$45.2K +177 +3%
DCM
2870
Driehaus Capital Management
Illinois
$1.9M +$252K +987 +18%
DI
2871
Disciplined Investors
Texas
$1.9M +$5.87K +23 +0.4%
WDG
2872
Wealth Dimensions Group
Ohio
$1.9M -$22.5K -88 -1%
AWA
2873
AGH Wealth Advisors
Kansas
$1.89M -$47.7K -187 -3%
Wolverine Trading
2874
Wolverine Trading
Illinois
$1.89M +$1.68M +6,580 New
SC
2875
Solstein Capital
California
$1.89M +$68.6K +269 +4%

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.