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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
LAI
3051
Legal Advantage Investments
California
$1.56M -$57.4K -225 -4%
PGF
3052
Plan Group Financial
Oklahoma
$1.56M +$120K +470 +10%
WB
3053
West Bancorporation
Iowa
$1.56M -$6.38K -25 -0.5%
SFB
3054
STAR Financial Bank
Indiana
$1.56M -$56.1K -220 -4%
PAS
3055
PKS Advisory Services
New York
$1.56M +$38K +149 +3%
PWM
3056
Proathlete Wealth Management
Florida
$1.55M +$12.2K +48 +0.9%
GSIAS
3057
Garden State Investment Advisory Services
New Jersey
$1.55M +$180K +706 +15%
GSAM
3058
Grant Street Asset Management
Pennsylvania
$1.55M
MWM
3059
MinichMacGregor Wealth Management
New York
$1.55M -$277K -1,086 -17%
HFA
3060
Hutchinson Financial Advisors
Virginia
$1.55M +$1.37M +5,351 New
GL
3061
Gerber LLC
Ohio
$1.55M +$14K +55 +1%
OFS
3062
Oldfather Financial Services
Nebraska
$1.55M +$2.04K +8 +0.1%
FWA
3063
FORM Wealth Advisors
Wisconsin
$1.55M +$58.2K +228 +4%
CAM
3064
Costello Asset Management
Pennsylvania
$1.55M -$291K -1,141 -18%
BW
3065
BIP Wealth
Georgia
$1.54M +$167K +655 +14%
LRWM
3066
Lord & Richards Wealth Management
Colorado
$1.54M +$88.3K +346 +7%
SAM
3067
Secure Asset Management
Michigan
$1.54M +$330K +1,294 +32%
JCM
3068
Jacobsen Capital Management
Utah
$1.54M +$93.1K +365 +7%
KIG
3069
Kennedy Investment Group
New Jersey
$1.54M +$7.4K +29 +0.5%
CAM
3070
Councilmark Asset Management
Tennessee
$1.53M
AAM
3071
AMI Asset Management
California
$1.53M -$743K -2,913 -36%
MWP
3072
Madison Wealth Partners
Wisconsin
$1.53M -$558K -2,187 -29%
LAS
3073
LWM Advisory Services
Florida
$1.53M -$52.3K -205 -4%
CNTOF
3074
Canandaigua National Trust of Florida
New York
$1.53M -$7.66K -30 -0.6%
SI
3075
Severin Investments
Missouri
$1.52M -$70.9K -278 -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.