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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
PWAC
3026
Private Wealth Advisors (California)
California
$1.6M +$2.3K +9 +0.2%
FPGK
3027
Financial Partners Group (Kansas)
Kansas
$1.6M +$17.6K +69 +1%
BF
3028
Baring Financial
Washington
$1.6M -$10.7K -42 -0.8%
CPA
3029
Cardiff Park Advisors
California
$1.6M +$1.02K +4 +0.1%
CG
3030
Clifford Group
Massachusetts
$1.6M -$57.4K -225 -4%
CG
3031
Clarus Group
Texas
$1.6M -$20.9K -82 -1%
CAIMH
3032
Central Asset Investments & Management Holdings
Hong Kong
$1.59M +$1.4M +5,498 New
FB
3033
First Bancorp
Maine
$1.59M +$103K +402 +8%
LPAM
3034
Lodestar Private Asset Management
California
$1.59M +$255 +1 +0%
CCP
3035
Cassia Capital Partners
North Carolina
$1.59M +$2.55K +10 +0.2%
ONGA
3036
O'Neil Global Advisors
California
$1.59M +$1.4M +5,484 New
AC
3037
Allstate Corporation
Illinois
$1.59M -$24M -93,884 -94%
PW
3038
PUREfi Wealth
Massachusetts
$1.59M +$163K +638 +13%
SPWM
3039
Spartan Planning & Wealth Management
North Carolina
$1.58M -$20.9K -82 -1%
SIC
3040
Sage Investment Counsel
Tennessee
$1.58M
CWM
3041
Centurion Wealth Management
Virginia
$1.58M -$14K -55 -1%
AHL
3042
Abel Hall LLC
Louisiana
$1.58M +$396K +1,551 +40%
CCA
3043
Cravens & Co Advisors
Tennessee
$1.57M +$510 +2 +0%
DM
3044
Delphi Management
Massachusetts
$1.57M -$72.2K -283 -5%
ES
3045
Eagle Strategies
New York
$1.57M -$8.93K -35 -0.6%
MWP
3046
Meridian Wealth Partners
Pennsylvania
$1.57M +$569K +2,229 +70%
LFS
3047
Legacy Financial Strategies
Kansas
$1.57M +$499K +1,957 +57%
PRP
3048
Peak Retirement Planning
Ohio
$1.57M +$384K +1,506 +39%
FPW
3049
Fairvoy Private Wealth
Alabama
$1.56M +$173K +676 +14%
TA
3050
Tectonic Advisors
Texas
$1.56M +$22.5K +88 +2%

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.