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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
CWA
3326
Consilio Wealth Advisors
Washington
$1.13M +$51.8K +203 +5%
CIS
3327
Custom Index Systems
New York
$1.13M -$6.63K -26 -0.7%
CWA
3328
CJM Wealth Advisers
Virginia
$1.13M +$510 +2 +0.1%
PHIC
3329
Pine Haven Investment Counsel
Massachusetts
$1.13M -$37.3K -146 -4%
HPM
3330
Hoxton Planning & Management
West Virginia
$1.12M +$766 +3 +0.1%
ML
3331
Mayport LLC
Massachusetts
$1.12M +$9.19K +36 +0.9%
NWM
3332
Nova Wealth Management
Florida
$1.12M -$223K -872 -18%
LCM
3333
LCM Capital Management
Illinois
$1.12M +$9.19K +36 +0.9%
NWMG
3334
National Wealth Management Group
Ohio
$1.11M +$516K +2,021 +111%
GCM
3335
Goldstream Capital Management
Hong Kong
$1.11M
CCA
3336
Cottonwood Capital Advisors
Utah
$1.11M +$8.93K +35 +0.9%
CC
3337
Cultivar Capital
Texas
$1.11M +$416K +1,632 +74%
OWA
3338
Opal Wealth Advisors
New York
$1.11M +$105K +410 +12%
AWM
3339
Accredited Wealth Management
Kentucky
$1.11M -$76.6K -300 -7%
PPA
3340
Pacific Point Advisors
California
$1.11M
FRM
3341
Fox Run Management
Connecticut
$1.1M -$403K -1,579 -29%
ACM
3342
Advance Capital Management
Michigan
$1.1M -$13.3K -52 -1%
IAP
3343
Indie Asset Partners
Indiana
$1.1M -$129K -504 -12%
CAG
3344
Curtis Advisory Group
California
$1.1M +$510K +2,000 +111%
LGWM
3345
Litman Gregory Wealth Management
California
$1.1M +$447K +1,750 +86%
WMA
3346
William Mack & Associates
Michigan
$1.1M +$26K +102 +3%
HB
3347
Horizon Bancorp
Indiana
$1.1M +$329K +1,290 +52%
FFM
3348
Flagstone Financial Management
Nebraska
$1.1M
AWS
3349
Arkfeld Wealth Strategies
Nebraska
$1.09M +$4.34K +17 +0.5%
DEM
3350
Disciplined Equity Management
Florida
$1.09M

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.