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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
APC
2976
Aspire Private Capital
North Carolina
$1.68M +$257K +1,009 +21%
FDDB
2977
Fidelity D&D Bancorp
Pennsylvania
$1.68M -$153K -600 -9%
SWM
2978
Shakespeare Wealth Management
Wisconsin
$1.67M -$13.8K -54 -0.9%
PFW
2979
Petros Family Wealth
Minnesota
$1.67M +$75K +294 +5%
SCA
2980
Sulzberger Capital Advisors
Florida
$1.67M -$66.9K -262 -4%
RBWA
2981
RFG - Bristol Wealth Advisors
Massachusetts
$1.67M +$12K +47 +0.8%
RFW
2982
Rainier Family Wealth
Washington
$1.67M -$49.3K -193 -3%
UIM
2983
Unified Investment Management
Georgia
$1.67M +$51.8K +203 +4%
MTC
2984
McDaniel Terry & Co
Texas
$1.67M -$107K -421 -7%
BSG
2985
Black Swift Group
Colorado
$1.66M -$4.85K -19 -0.3%
BW
2986
BXM Wealth
Colorado
$1.66M -$54.6K -214 -4%
MHR
2987
Matthew Hamilton Rosenberg
$1.66M -$57.9K -227 -4%
GAM
2988
Gould Asset Management
California
$1.65M -$77.6K -304 -5%
PJWM
2989
Philip James Wealth Mangement
Georgia
$1.65M -$104K -408 -7%
VIA
2990
Virtus Investment Advisers
Connecticut
$1.65M +$95.7K +375 +7%
WA
2991
WealthTrust Axiom
Pennsylvania
$1.65M
RCM
2992
RMR Capital Management
California
$1.65M -$766K -3,002 -35%
LJHT
2993
Laurie J. Hall Trustee
$1.64M -$6.38K -25 -0.4%
EAM
2994
Evanson Asset Management
California
$1.64M +$321K +1,259 +29%
SWM
2995
Sendero Wealth Management
Texas
$1.64M +$14.5K +57 +1%
SFWC
2996
Strategic Family Wealth Counselors
New Jersey
$1.64M +$15.6K +61 +1%
CCA
2997
Carrera Capital Advisors
Michigan
$1.64M -$46.7K -183 -3%
BWA
2998
Brave Warrior Advisors
New York
$1.64M
B
2999
Barings
North Carolina
$1.64M +$1.05M +4,132 +273%
IPW
3000
Impact Partnership Wealth
Georgia
$1.63M +$1.44M +5,636 New

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.