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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
CCG
3401
Coastwise Capital Group
California
$1.03M +$32.7K +128 +4%
BWM
3402
BankPlus Wealth Management
Mississippi
$1.03M +$25.5K +100 +3%
Fuller & Thaler Asset Management
3403
Fuller & Thaler Asset Management
California
$1.02M
CFAM
3404
Center For Asset Management
Florida
$1.02M -$14K -55 -1%
CIA
3405
Compass Ion Advisors
Pennsylvania
$1.02M +$4.85K +19 +0.5%
ISFAN
3406
Investor's Fiduciary Advisor Network
Washington
$1.02M +$17.1K +67 +2%
WIM
3407
Warwick Investment Management
Texas
$1.02M +$9.44K +37 +1%
MWA
3408
Motive Wealth Advisors
Michigan
$1.02M +$83.7K +328 +10%
HC
3409
Hourglass Capital
Texas
$1.02M
DSAM
3410
Dock Street Asset Management
Florida
$1.02M -$3.81M -14,941 -81%
PP
3411
Postrock Partners
Oregon
$1.02M +$35.7K +140 +4%
WI
3412
WJ Interests
Texas
$1.01M
RW
3413
Rede Wealth
Virginia
$1.01M -$4.59K -18 -0.5%
MWM
3414
Maltin Wealth Management
New Jersey
$1.01M -$122K -480 -12%
OP
3415
ORG Partners
Indiana
$1.01M -$11.5K -45 -1%
SAF
3416
Smith Anglin Financial
Texas
$1.01M -$154K -603 -15%
TWM
3417
TCFG Wealth Management
California
$1.01M -$23.7K -93 -3%
FCM
3418
Firestone Capital Management
Florida
$1.01M -$4.59K -18 -0.5%
WF
3419
Whelan Financial
California
$1.01M +$2.04K +8 +0.2%
WCWM
3420
Willow Creek Wealth Management
California
$1.01M +$18.1K +71 +2%
SC
3421
Sierra Capital
Florida
$1.01M
PA
3422
Persium Advisors
Georgia
$1M +$30.4K +119 +4%
AWM
3423
Abound Wealth Management
Tennessee
$1M +$41.3K +162 +5%
LA
3424
Lifeworks Advisors
Michigan
$1M -$194K -759 -18%
BWA
3425
BlueSky Wealth Advisors
North Carolina
$1M -$79.1K -310 -8%

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.