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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
RHDIC
3251
R.H. Dinel Investment Counsel
California
$1.22M
CCP
3252
Carmel Capital Partners
California
$1.22M +$165K +648 +18%
AWAP
3253
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.22M -$93.1K -365 -8%
AWM
3254
Ariadne Wealth Management
California
$1.22M +$129K +505 +14%
TIM
3255
Tevis Investment Management
Texas
$1.22M -$2.3K -9 -0.2%
RGC
3256
Roberts, Glore & Co
Illinois
$1.22M -$16.3K -64 -2%
TFG
3257
Taylor Financial Group
Virginia
$1.22M
HA
3258
Helium Advisors
Washington
$1.21M +$18.4K +72 +2%
LK
3259
Lumbard & Kellner
New Hampshire
$1.21M
DMBA
3260
Deseret Mutual Benefit Administrators
Utah
$1.21M
BFF
3261
Byrne Financial Freedom
Massachusetts
$1.21M -$21.7K -85 -2%
LC
3262
Landaas & Company
Wisconsin
$1.21M +$1.02K +4 +0.1%
SAM
3263
S.A. Mason
Michigan
$1.21M -$1.53K -6 -0.1%
BA
3264
Bluesphere Advisors
Pennsylvania
$1.2M -$16.8K -66 -2%
MIM
3265
Merrion Investment Management
New Jersey
$1.2M -$82.9K -325 -7%
MWM
3266
Maripau Wealth Management
Indiana
$1.2M -$177K -692 -14%
TFCP
3267
Twin Focus Capital Partners
Massachusetts
$1.2M
CMAI
3268
Capital Management Associates Inc
Minnesota
$1.19M +$44.4K +174 +4%
CSWG
3269
Cardinal Strategic Wealth Guidance
Kentucky
$1.19M -$3.83K -15 -0.4%
IAG
3270
Investment Advisory Group
Massachusetts
$1.19M -$145K -569 -12%
PAWA
3271
Palo Alto Wealth Advisors
California
$1.19M +$17.4K +68 +2%
AC
3272
ASB Consultores
Florida
$1.19M +$119K +467 +13%
KWM
3273
Kaydan Wealth Management
Michigan
$1.19M +$5.87K +23 +0.6%
GA
3274
Goldstein Advisors
Wisconsin
$1.19M -$3.06K -12 -0.3%
RIS
3275
Retirement Income Solutions
Michigan
$1.19M -$24.2K -95 -2%

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.