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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
WF
3001
Womack Financial
Texas
$1.63M -$120K -470 -8%
USWIA
3002
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.63M +$185K +726 +15%
PCA
3003
Prosperity Capital Advisors
Ohio
$1.63M +$190K +746 +15%
CTFG
3004
Capstone Triton Financial Group
Oklahoma
$1.63M +$1.43M +5,621 New
GWP
3005
Gateway Wealth Partners
Wisconsin
$1.63M +$72.7K +285 +5%
SMWM
3006
Silvia McColl Wealth Management
California
$1.63M -$20.4K -80 -1%
CGFA
3007
Colton Groome Financial Advisors
North Carolina
$1.62M +$27.3K +107 +2%
AG
3008
AmeriFlex Group
Nevada
$1.62M -$479K -1,879 -25%
A
3009
AlphaQuest
New York
$1.62M -$9.7K -38 -0.7%
AIP
3010
Almanack Investment Partners
Pennsylvania
$1.62M +$144K +563 +11%
MWM
3011
Manske Wealth Management
Texas
$1.62M +$52.1K +204 +4%
HS
3012
Horan Securities
United States
$1.61M +$188K +735 +15%
WMWM
3013
Wilkins Miller Wealth Management
Alabama
$1.61M -$42.9K -168 -3%
CAM
3014
Creekmur Asset Management
Illinois
$1.61M +$431K +1,690 +44%
FC
3015
Financial Council
Maryland
$1.61M
YIM
3016
Yoffe Investment Management
Pennsylvania
$1.61M +$1.79K +7 +0.1%
CC
3017
Copperleaf Capital
North Carolina
$1.61M +$169K +664 +14%
BWA
3018
Burt Wealth Advisors
Maryland
$1.61M
OLA
3019
Oliver Luxxe Assets
New Jersey
$1.61M +$35.5K +139 +3%
LGA
3020
Lebenthal Global Advisors
New York
$1.61M -$1.61M -6,301 -53%
CastleKeep Investment Advisors
3021
CastleKeep Investment Advisors
Connecticut
$1.61M +$214K +840 +18%
NG
3022
Northstar Group
New York
$1.61M +$34.7K +136 +3%
ATFA
3023
All Terrain Financial Advisors
Minnesota
$1.6M +$2.81K +11 +0.2%
MHC
3024
May Hill Capital
Massachusetts
$1.6M +$94.4K +370 +7%
NPFS
3025
Novak & Powell Financial Services
Florida
$1.6M -$71.5K -280 -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.