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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
GC
3151
GatePass Capital
Ohio
$1.4M -$168K -657 -12%
KWM
3152
Keebeck Wealth Management
Illinois
$1.4M +$166K +649 +16%
MCM
3153
McDonough Capital Management
Florida
$1.4M +$121K +476 +11%
MAG
3154
MRA Advisory Group
New Jersey
$1.4M +$385K +1,507 +45%
PPW
3155
Pasadena Private Wealth
California
$1.4M +$5.36K +21 +0.4%
AAG
3156
Armstrong Advisory Group
Massachusetts
$1.39M +$41.6K +163 +4%
SPP
3157
Single Point Partners
Massachusetts
$1.39M -$34.7K -136 -3%
HSG
3158
Helen Stephens Group
Texas
$1.39M +$52.3K +205 +4%
RWI
3159
Red Wave Investments
Pennsylvania
$1.39M +$4.59K +18 +0.4%
LIM
3160
Longfellow Investment Management
Massachusetts
$1.39M -$280K -1,097 -19%
NED
3161
Nancy E. Dempze
$1.38M -$58.7K -230 -5%
WJA
3162
Willis Johnson & Associates
Texas
$1.38M +$419K +1,641 +53%
WWMSC
3163
Wagner Wealth Management (South Carolina)
South Carolina
$1.37M +$14K +55 +1%
EA
3164
Enclave Advisors
Texas
$1.37M -$5.61K -22 -0.5%
RW
3165
RVW Wealth
California
$1.37M +$186K +727 +18%
RPCONE
3166
Retirement Planning Company of New England
Rhode Island
$1.36M +$13.8K +54 +1%
FP
3167
Fiduciary Planning
Florida
$1.36M -$14.3K -56 -1%
LRIA
3168
Leonard Rickey Investment Advisors
Washington
$1.36M -$16.6K -65 -1%
MF
3169
Manchester Financial
California
$1.36M +$424K +1,661 +55%
BW
3170
Blalock Williams
Alabama
$1.36M +$113K +442 +10%
GSF
3171
Grove Street Fiduciary
New Hampshire
$1.35M
DWG
3172
Darden Wealth Group
Michigan
$1.35M -$53.6K -210 -4%
SM
3173
Salzhauer Michael
$1.35M -$128K -500 -10%
CAM
3174
Campion Asset Management
Virginia
$1.35M -$47K -184 -4%
BSHC
3175
Breed's Hill Capital
Massachusetts
$1.35M +$8.93K +35 +0.8%

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.