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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
NNPTE
3226
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.27M +$939K +3,679 +528%
AWMG
3227
Alliance Wealth Management Group
New Jersey
$1.26M -$103K -402 -8%
BC
3228
BIT Capital
Germany
$1.26M +$97.2K +381 +10%
SWP
3229
Summit Wealth Partners
Florida
$1.26M -$81.7K -320 -7%
HW
3230
Hamilton Wealth
California
$1.26M
FFL
3231
Future Fund LLC
Illinois
$1.26M +$103K +403 +10%
CWG
3232
Crown Wealth Group
North Carolina
$1.25M +$1.28K +5 +0.1%
LCG
3233
Lakeshore Capital Group
Illinois
$1.25M -$123K -481 -10%
ACM
3234
Aspen Capital Management
Idaho
$1.25M +$9.19K +36 +0.8%
MWM
3235
Maridea Wealth Management
New York
$1.25M +$1.1M +4,300 New
VFG
3236
Victory Financial Group
Texas
$1.24M +$265K +1,037 +32%
ARC
3237
Advisor Resource Council
Texas
$1.24M -$7.87M -30,823 -88%
SWM
3238
Silverlake Wealth Management
Vermont
$1.24M +$429K +1,682 +65%
BCG
3239
Bravias Capital Group
New Jersey
$1.24M +$216K +846 +25%
WA
3240
Wambolt & Associates
Colorado
$1.24M -$49.5K -194 -4%
WCFA
3241
Walkner Condon Financial Advisors
Wisconsin
$1.24M +$209K +820 +24%
DBRC
3242
D.B. Root & Company
Pennsylvania
$1.24M +$253K +990 +30%
SHFP
3243
Second Half Financial Partners
Florida
$1.24M -$86.3K -338 -7%
PCM
3244
Poehling Capital Management
Wisconsin
$1.23M -$3.89M -15,235 -78%
NVIM
3245
New Vernon Investment Management
Illinois
$1.23M
ACA
3246
Affinity Capital Advisors
California
$1.23M -$10.7K -42 -1%
RMCM
3247
Reynders McVeigh Capital Management
Massachusetts
$1.23M -$526K -2,063 -33%
GCM
3248
Gibraltar Capital Management
Oklahoma
$1.23M -$312K -1,222 -22%
FDW
3249
Fourth Dimension Wealth
Ohio
$1.23M +$604K +2,367 +127%
GA
3250
GSG Advisors
New Jersey
$1.22M +$47.2K +185 +5%

JPM Hedge Fund Activity: Q2 2025 in Review

4,743 of the 7,598 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.