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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
EIA
3126
Eldridge Investment Advisors
New Hampshire
$1.44M +$128K +500 +11%
BIMC
3127
Benson Investment Management Company
Virginia
$1.44M
NMG
3128
New Millennium Group
Utah
$1.43M +$1.11M +4,359 +741%
SL
3129
Salomon & Ludwin
Virginia
$1.43M -$27.1K -106 -2%
WC
3130
Westhampton Capital
North Carolina
$1.43M -$10.2K -40 -0.8%
LWM
3131
Liberty Wealth Management
California
$1.43M +$1.26M +4,930 New
SPL
3132
Smart Portfolios LLC
Washington
$1.43M -$6.38K -25 -0.5%
STA
3133
Smith Thornton Advisors
Alabama
$1.42M +$3.32K +13 +0.3%
SIG
3134
Spinnaker Investment Group
California
$1.42M -$54.6K -214 -4%
ECM
3135
Elgethun Capital Management
South Dakota
$1.42M -$4.08K -16 -0.3%
SWM
3136
Shelton Wealth Management
Texas
$1.42M +$41.1K +161 +3%
THCM
3137
Taylor Hoffman Capital Management
Virginia
$1.42M +$8.68K +34 +0.7%
CFD
3138
Creative Financial Designs
Indiana
$1.42M -$8.17K -32 -0.6%
WAM
3139
WNY Asset Management
New York
$1.42M +$142K +555 +13%
RF
3140
Rossby Financial
Florida
$1.42M +$192K +752 +18%
PAA
3141
Peregrine Asset Advisers
Oregon
$1.42M -$43.9K -172 -3%
TF
3142
Trek Financial
Arizona
$1.42M +$31.1K +122 +3%
PA
3143
PFW Advisors
Georgia
$1.42M -$36K -141 -3%
SSCM
3144
Spectrum Strategic Capital Management
Oregon
$1.41M +$1.01M +3,945 +423%
MA
3145
Maxele Advisors
Missouri
$1.41M -$43.1K -169 -3%
HIG
3146
Heritage Investment Group
Florida
$1.41M -$60.2K -236 -5%
TA
3147
TrueWealth Advisors
Alabama
$1.41M -$13K -51 -1%
HCM
3148
Hutchinson Capital Management
California
$1.41M
PC
3149
PhiloSmith Capital
Connecticut
$1.41M
VAMG
3150
Voisard Asset Management Group
Michigan
$1.4M +$21.4K +84 +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.