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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
DWP
3276
Destiny Wealth Partners
Florida
$1.19M +$524K +2,052 +100%
PWP
3277
Prasad Wealth Partners
Ohio
$1.19M +$611K +2,395 +141%
TC
3278
TwinBeech Capital
New York
$1.19M -$13.1M -51,505 -93%
DWS
3279
Discipline Wealth Solutions
South Carolina
$1.19M
DIA
3280
Davidson Investment Advisors
Montana
$1.19M +$22.2K +87 +2%
PA
3281
PSI Advisors
Florida
$1.18M -$52.8K -207 -5%
CWA
3282
CM Wealth Advisors
Ohio
$1.18M -$139K -546 -12%
DPI
3283
Diversified Portfolios Inc
Michigan
$1.18M +$104K +409 +11%
TIM
3284
Tikehau Investment Management
France
$1.18M -$1.04M -4,070 -50%
NFP
3285
Narus Financial Partners
Utah
$1.18M +$1.53K +6 +0.1%
WG
3286
Wealth Group
North Carolina
$1.18M -$816K -3,197 -44%
SC
3287
Sykon Capital
New York
$1.17M +$43.1K +169 +4%
GWAG
3288
Garrett Wealth Advisory Group
Texas
$1.17M +$17.4K +68 +2%
MWS
3289
MFA Wealth Services
California
$1.17M +$31.4K +123 +3%
HFS
3290
Hopwood Financial Services
Virginia
$1.17M -$31.6K -124 -3%
VCP
3291
Vista Capital Partners
Oregon
$1.17M +$104K +407 +11%
KWM
3292
Kingsman Wealth Management
Florida
$1.17M -$297K -1,165 -22%
DAM
3293
Doheny Asset Management
California
$1.17M
EI
3294
Ecofi Investissements
France
$1.16M -$128K -500 -11%
THL
3295
Tillman Hartley LLC
Colorado
$1.16M +$58.7K +230 +6%
GG
3296
GenWealth Group
New Jersey
$1.16M +$121K +474 +13%
WDA
3297
Wendell David Associates
New Hampshire
$1.16M
SIAG
3298
Safeguard Investment Advisory Group
California
$1.16M -$65.3K -256 -6%
NIA
3299
NBZ Investment Advisors
Tennessee
$1.16M -$165K -645 -14%
SDAM
3300
Shulman DeMeo Asset Management
New York
$1.16M -$129K -506 -11%

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.