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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
NC
3376
North Capital
Utah
$1.07M +$2.81K +11 +0.3%
PCI
3377
Planning Center Inc
Illinois
$1.07M -$241K -946 -20%
RA
3378
Rise Advisors
New York
$1.06M +$53.8K +211 +6%
RA
3379
Rational Advisors
New York
$1.06M +$225K +883 +32%
WCP
3380
Wealthcare Capital Partners
Pennsylvania
$1.06M +$44.4K +174 +5%
BBPWM
3381
Blue Bell Private Wealth Management
Pennsylvania
$1.06M +$221K +866 +31%
MWM
3382
MBE Wealth Management
Wisconsin
$1.05M +$31.6K +124 +4%
FWA
3383
Flagship Wealth Advisors
Massachusetts
$1.05M +$6.38K +25 +0.7%
KOC
3384
Koss-Olinger Consulting
Florida
$1.05M -$27.3K -107 -3%
GPWM
3385
Grant Private Wealth Management
California
$1.05M -$956K -3,746 -51%
CFP
3386
Cascade Financial Partners
California
$1.05M +$115K +450 +14%
TFA
3387
Tranquilli Financial Advisor
New Jersey
$1.05M -$53.8K -211 -6%
HNWA
3388
Henrickson Nauta Wealth Advisors
Michigan
$1.05M +$26K +102 +3%
GFWA
3389
Grey Fox Wealth Advisors
Delaware
$1.05M -$3.06K -12 -0.3%
HI
3390
Humankind Investments
New York
$1.04M -$147K -578 -14%
SC
3391
Summa Corp
Texas
$1.04M -$102K -400 -10%
CF
3392
Cyr Financial
Illinois
$1.04M +$224K +879 +32%
SI
3393
Stonekeep Investments
New Mexico
$1.04M +$1.28K +5 +0.1%
JF
3394
Joule Financial
Kentucky
$1.04M -$9.7K -38 -1%
BFS
3395
BridgePort Financial Solutions
Iowa
$1.04M +$27.1K +106 +3%
ACA
3396
American Capital Advisory
Idaho
$1.04M -$28.8K -113 -3%
SWM
3397
SilverOak Wealth Management
Minnesota
$1.04M +$146K +574 +19%
MCM
3398
Magnolia Capital Management
New York
$1.04M
PCM
3399
Presidio Capital Management
California
$1.03M +$282K +1,105 +45%
BRWM
3400
Blue Rock Wealth Management
North Carolina
$1.03M

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.