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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
ECA
3176
Elevated Capital Advisors
Utah
$1.34M
HC
3177
Hara Capital
Washington
$1.34M -$149K -585 -11%
MC
3178
Matisse Capital
Oregon
$1.34M
PIM
3179
Profit Investment Management
Maryland
$1.34M -$47K -184 -4%
BP
3180
BWM Planning
Texas
$1.34M +$58.4K +229 +5%
KBFS
3181
Kohmann Bosshard Financial Services
Ohio
$1.34M +$1.28K +5 +0.1%
NWA
3182
Navis Wealth Advisors
New York
$1.34M -$11.7K -46 -1%
CFA
3183
CWS Financial Advisors
Michigan
$1.33M -$67.9K -266 -5%
APW
3184
Aventura Private Wealth
Florida
$1.33M -$6.89K -27 -0.6%
WA
3185
Westfuller Advisors
New York
$1.33M +$32.7K +128 +3%
FSC
3186
Full Sail Capital
Oklahoma
$1.32M -$171K -669 -13%
WF
3187
Wayfinding Financial
Washington
$1.32M -$82.7K -324 -7%
KW
3188
Keyvantage Wealth
Pennsylvania
$1.32M -$24.5K -96 -2%
CWP
3189
Curated Wealth Partners
California
$1.32M
IWA
3190
Inspirion Wealth Advisors
Illinois
$1.32M +$30.4K +119 +3%
GAM
3191
Gemmer Asset Management
California
$1.31M +$61.5K +241 +6%
S
3192
Sachetta
Massachusetts
$1.31M -$108K -425 -9%
HFA
3193
Highland Financial Advisors
New Jersey
$1.31M
RFP
3194
Root Financial Partners
California
$1.31M +$393K +1,541 +52%
MFG
3195
Mainsail Financial Group
Washington
$1.31M -$1.02K -4 -0.1%
ONST
3196
Old North State Trust
North Carolina
$1.31M +$75.5K +296 +7%
SXL
3197
Summit X LLC
Missouri
$1.3M -$61.2K -240 -5%
T
3198
Transce3nd
Texas
$1.3M +$185K +724 +19%
GOCP
3199
Great Oak Capital Partners
Massachusetts
$1.3M +$11.7K +46 +1%
OPTFSNA
3200
Old Point Trust & Financial Services N A
Virginia
$1.3M -$22.7K -89 -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.