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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
CBUSF
2951
Construction & Building Unions Superannuation Fund
Australia
$1.74M +$76.6K +300 +5%
HAI
2952
Hennessy Advisors Inc
California
$1.74M +$128K +500 +9%
MWM
2953
MFG Wealth Management
Indiana
$1.74M +$1.53M +6,000 New
SFP
2954
Sandbox Financial Partners
Maryland
$1.74M +$12.2K +48 +0.8%
OW
2955
Olistico Wealth
Oklahoma
$1.74M +$153K +600 +11%
GHA
2956
Granite Harbor Advisors
Texas
$1.73M +$21.9K +86 +1%
YAVAPFMC
2957
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.73M
AFT
2958
Alpha Family Trust
California
$1.72M
GIP
2959
Greatmark Investment Partners
Georgia
$1.72M
WAG
2960
Windsor Advisory Group
Ohio
$1.72M -$348K -1,362 -19%
HC
2961
Hurley Capital
New York
$1.72M -$17.9K -70 -1%
CFG
2962
Carr Financial Group
Massachusetts
$1.71M -$39.8K -156 -3%
NCTC
2963
New Covenant Trust Company
Indiana
$1.71M -$14.3K -56 -0.9%
BAG
2964
Bridgewealth Advisory Group
California
$1.7M +$1.5M +5,879 New
DWM
2965
Dogwood Wealth Management
Kansas
$1.7M +$36.2K +142 +2%
PWM
2966
PBMares Wealth Management
Virginia
$1.7M +$91.9K +360 +7%
GITFIT
2967
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.7M
BPFA
2968
Barnes Pettey Financial Advisors
Mississippi
$1.69M +$18.9K +74 +1%
CICI
2969
Capital Investment Counsel Inc
North Carolina
$1.69M +$7.4K +29 +0.5%
HWMG
2970
Hurlow Wealth Management Group
Indiana
$1.69M -$69.7K -273 -4%
FCIM
2971
Fairview Capital Investment Management
California
$1.69M -$62.5K -245 -4%
Harris Associates
2972
Harris Associates
Illinois
$1.68M +$234K +916 +19%
NFG
2973
Nadler Financial Group
Illinois
$1.68M -$16.3K -64 -1%
MWP
2974
Moller Wealth Partners
$1.68M -$46.7K -183 -3%
CIG
2975
Cascade Investment Group
Colorado
$1.68M +$75K +294 +5%

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.