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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
HWM
3076
Horizon Wealth Management
Illinois
$1.52M -$46.4K -182 -3%
SOW
3077
State of Wyoming
Wyoming
$1.52M -$37.3K -146 -3%
HA
3078
Hofer & Associates
California
$1.52M +$16.8K +66 +1%
AMCA
3079
Arthur M. Cohen & Associates
Illinois
$1.52M +$128K +500 +11%
FPL
3080
Fortress Private Ledger
North Carolina
$1.51M +$24.8K +97 +2%
KL
3081
KilterHowling LLC
Colorado
$1.51M -$3.83K -15 -0.3%
APWA
3082
Atlas Private Wealth Advisors
New Jersey
$1.51M +$21.4K +84 +2%
PGA
3083
Portland Global Advisors
Maine
$1.51M +$338K +1,326 +34%
PCM
3084
Park Capital Management
Wisconsin
$1.51M -$137K -536 -9%
CSI
3085
Cross Staff Investments
New York
$1.5M +$255 +1 +0%
CA
3086
Centerpoint Advisors
Massachusetts
$1.5M +$8.17K +32 +0.6%
FWI
3087
Facet Wealth Inc
Maryland
$1.5M +$390K +1,529 +43%
DG
3088
DMC Group
Alabama
$1.5M -$212K -832 -14%
EWS
3089
Evergreen Wealth Solutions
Pennsylvania
$1.5M -$81.4K -319 -6%
NCM
3090
Next Capital Management
New York
$1.49M +$1.72M +6,734 +231%
LA
3091
Latitude Advisors
Florida
$1.49M -$12.8K -50 -1%
SI
3092
Seeds Investor
New York
$1.49M +$67.1K +263 +5%
GAA
3093
Guardian Asset Advisors
Pennsylvania
$1.49M +$62.8K +246 +5%
SCM
3094
Sterneck Capital Management
Missouri
$1.49M -$31.4K -123 -2%
LWM
3095
Lionsbridge Wealth Management
Florida
$1.49M -$23K -90 -2%
EL
3096
EWA LLC
Pennsylvania
$1.49M +$123K +481 +10%
BFWA
3097
Benchmark Financial Wealth Advisors
Florida
$1.48M +$249K +977 +24%
PW
3098
Pandora Wealth
Illinois
$1.48M -$18.9K -74 -1%
BFM
3099
Boothbay Fund Management
New York
$1.48M +$588K +2,306 +83%
V
3100
ViaWealth
Kansas
$1.48M +$27.6K +108 +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.