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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
MCA
3351
Millennium Capital Advisors
Arkansas
$1.09M +$42.6K +167 +5%
BDLIB
3352
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.09M
GCM
3353
Galibier Capital Management
Ontario, Canada
$1.09M
PC
3354
Port Capital
Illinois
$1.09M -$89.3K -350 -9%
PAW
3355
Plan A Wealth
Nebraska
$1.09M -$14.5K -57 -2%
WPW
3356
Watershed Private Wealth
Illinois
$1.08M -$23K -90 -2%
RG
3357
Renaissance Group
Kentucky
$1.08M -$194K -761 -17%
TWM
3358
Tripletail Wealth Management
Florida
$1.08M +$952K +3,731 New
HWM
3359
Howard Wealth Management
Connecticut
$1.08M -$8.42K -33 -0.9%
HAS
3360
Holland Advisory Services
Florida
$1.08M +$510 +2 +0.1%
VBA
3361
von Borstel & Associates
Oregon
$1.08M +$8.42K +33 +0.9%
NI
3362
NCP Inc
California
$1.08M +$19.4K +76 +2%
KA
3363
KDT Advisors
New York
$1.08M
MAG
3364
Mayfair Advisory Group
Alabama
$1.07M -$5.36K -21 -0.6%
PSCM
3365
Per Stirling Capital Management
Texas
$1.07M +$1.28K +5 +0.1%
HWP
3366
Hibernia Wealth Partners
Louisiana
$1.07M +$674K +2,642 +250%
DWA
3367
Dougherty Wealth Advisers
Minnesota
$1.07M
EI
3368
Ellevest Inc
New York
$1.07M -$48K -188 -5%
BCM
3369
BluePath Capital Management
Georgia
$1.07M +$7.4K +29 +0.8%
CSI
3370
Clark & Stuart Inc
Maine
$1.07M +$941K +3,689 New
I
3371
InceptionR
California
$1.07M +$941K +3,688 New
IWP
3372
Invenio Wealth Partners
Florida
$1.07M +$26.8K +105 +3%
SPI
3373
Santori & Peters Inc
Pennsylvania
$1.07M +$2.55K +10 +0.3%
SWP
3374
Semus Wealth Partners
Florida
$1.07M +$4.85K +19 +0.5%
1W
3375
1776 Wealth
Georgia
$1.07M +$6.38K +25 +0.7%

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.