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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
TCM
2901
Tang Capital Management
California
$1.83M -$649K -2,542 -29%
KIA
2902
Knollwood Investment Advisory
Maryland
$1.83M
MWM
2903
McNaughton Wealth Management
California
$1.83M +$47.5K +186 +3%
LSIA
2904
LaSalle St. Investment Advisors
Illinois
$1.83M -$114K -448 -7%
AA
2905
AJ Advisors
Tennessee
$1.83M -$163K -640 -9%
SSC
2906
Syverson Strege & Co
Iowa
$1.83M +$1.09M +4,286 +213%
WF
2907
WinCap Financial
Massachusetts
$1.83M +$69.9K +274 +5%
EFA
2908
Evernest Financial Advisors
Indiana
$1.82M +$161K +629 +11%
PP
2909
Patron Partners
Texas
$1.82M +$201K +786 +14%
LCWP
2910
Legacy Capital Wealth Partners
Arkansas
$1.81M -$190K -746 -11%
KHCM
2911
Kirtland Hills Capital Management
Ohio
$1.81M +$120K +469 +8%
HWA
2912
HMV Wealth Advisors
Louisiana
$1.81M -$33.2K -130 -2%
QFA
2913
Quantum Financial Advisors
California
$1.81M
PAG
2914
Powers Advisory Group
Illinois
$1.81M +$26.5K +104 +2%
QFW
2915
QTR Family Wealth
Florida
$1.81M +$248K +970 +18%
TCOTS
2916
Trust Company of the South
North Carolina
$1.81M -$15.6K -61 -1%
PIMG
2917
Patriot Investment Management Group
Tennessee
$1.8M +$116K +455 +8%
CCM
2918
Crew Capital Management
Ohio
$1.8M -$44.4K -174 -3%
SCM
2919
Stevens Capital Management
Pennsylvania
$1.8M -$6.9M -27,046 -81%
WAG
2920
Wiser Advisor Group
Arizona
$1.8M -$304K -1,192 -16%
DLHL
2921
Donald L. Hagan LLC
Florida
$1.79M -$1.1M -4,314 -41%
IW
2922
IronOak Wealth
Texas
$1.79M +$1.57M +6,171 New
WWC
2923
Waypoint Wealth Counsel
Georgia
$1.79M +$138K +541 +10%
SCA
2924
St. Clair Advisors
Ohio
$1.79M -$51K -200 -3%
BWM
2925
Baron Wealth Management
Michigan
$1.78M +$291K +1,139 +23%

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.