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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
Optiver Holding
2926
Optiver Holding
Netherlands
$1.78M +$466K +1,828 +42%
SPF
2927
South Plains Financial
Texas
$1.78M +$18.6K +73 +1%
DOA
2928
D'Orazio & Associates
Virginia
$1.78M -$39.8K -156 -2%
BRG
2929
Bay Rivers Group
Virginia
$1.78M
SFG
2930
Seamount Financial Group
Colorado
$1.77M +$336K +1,317 +27%
5SA
2931
5th Street Advisors
Connecticut
$1.77M -$245K -961 -14%
GTAM
2932
Global Trust Asset Management
Florida
$1.77M +$391K +1,533 +34%
SL
2933
Sentry LLC
Tennessee
$1.77M
MWP
2934
Momentum Wealth Planning
Florida
$1.77M +$1.56M +6,096 New
MEAC
2935
M.E. Allison & Co
Texas
$1.76M -$79.1K -310 -5%
ITFISA
2936
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.76M +$55.6K +218 +4%
SFM
2937
Systematic Financial Management
New Jersey
$1.76M
HFS
2938
Howard Financial Services
Texas
$1.76M -$559K -2,189 -27%
RIA
2939
Realta Investment Advisors
Delaware
$1.76M +$23.2K +91 +2%
IC
2940
Iconiq Capital
California
$1.76M +$31.4K +123 +2%
RL
2941
Rogco LP
Oklahoma
$1.76M -$208K -815 -12%
HCA
2942
Heck Capital Advisors
Wisconsin
$1.76M +$82.4K +323 +6%
CPA
2943
Capital Planning Advisors
California
$1.76M -$3.57K -14 -0.2%
CIM
2944
Corda Investment Management
Texas
$1.75M -$206K -806 -12%
CA
2945
Crumly & Associates
Illinois
$1.75M -$31.6K -124 -2%
SFG
2946
Sunburst Financial Group
Alabama
$1.75M +$82.7K +324 +6%
TWM
2947
Topsail Wealth Management
North Carolina
$1.74M +$4.08K +16 +0.3%
IPAM
2948
Investment Partners Asset Management
New Jersey
$1.74M +$93.7K +367 +7%
ATI
2949
ARK & TLK Investments
Oklahoma
$1.74M -$77.8K -305 -5%
FC
2950
Fjell Capital
North Dakota
$1.74M +$17.9K +70 +1%

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.