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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
PAS
3301
Parsonex Advisory Services
Colorado
$1.16M +$1.02M +3,995 New
HG
3302
Harbor Group
New Hampshire
$1.16M +$510 +2 +0.1%
ACM
3303
Ardent Capital Management
Ohio
$1.16M
SGWM
3304
Sterling Group Wealth Management
California
$1.16M +$510 +2 +0.1%
MAG
3305
M3 Advisory Group
Massachusetts
$1.15M +$61.8K +242 +6%
FFG
3306
Fiduciary Financial Group
California
$1.15M +$39.8K +156 +4%
TCM
3307
Tributary Capital Management
Nebraska
$1.15M -$12.8K -50 -1%
TFGT
3308
TS Financial Group (TSFG)
Illinois
$1.15M +$17.6K +69 +2%
AT
3309
Avalon Trust
New Mexico
$1.15M -$107K -419 -10%
NRI
3310
NFP Retirement Inc
California
$1.15M -$72K -282 -7%
GF
3311
GGM Financials
Ohio
$1.15M +$3.83K +15 +0.4%
AFW
3312
Avantra Family Wealth
Pennsylvania
$1.15M +$16.1K +63 +2%
ODIJL
3313
One Day In July LLC
Vermont
$1.15M +$218K +853 +28%
NP
3314
Ninepoint Partners
Ontario, Canada
$1.14M +$22.5K +88 +2%
TSS
3315
Thomas Story & Son
Indiana
$1.14M
RTC
3316
Riverview Trust Company
Washington
$1.14M -$1M -3,922 -50%
BOM
3317
Bank of Marin
California
$1.14M -$46.4K -182 -4%
WA1
3318
Wimmer Associates 1
California
$1.14M
HCP
3319
Hardin Capital Partners
South Carolina
$1.14M -$50.5K -198 -5%
TIM
3320
Total Investment Management
Arizona
$1.14M -$2.04K -8 -0.2%
WSWA
3321
Warren Street Wealth Advisors
California
$1.14M -$6.13K -24 -0.6%
EA
3322
Emerald Advisors
Washington
$1.13M +$30.6K +120 +3%
SIM
3323
Seaview Investment Managers
Florida
$1.13M +$190K +745 +24%
BW
3324
Balance Wealth
Ohio
$1.13M +$6.63K +26 +0.7%
MSWMA
3325
Market Street Wealth Management Advisors
Indiana
$1.13M +$150K +587 +18%

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.