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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
CP
3476
Creekside Partners
California
$946K
ACC
3477
Acorn Creek Capital
Colorado
$946K +$10.7K +42 +1%
CHA
3478
Cooper/Haims Advisors
New York
$945K +$54.4K +213 +7%
WAG
3479
Wallace Advisory Group
California
$941K -$74K -290 -7%
PWM
3480
Prosperity Wealth Management
California
$939K -$47.5K -186 -5%
MF
3481
Montis Financial
Massachusetts
$937K -$62.5K -245 -7%
SLA
3482
Silver Lake Advisory
Utah
$936K +$33.4K +131 +4%
TI
3483
Truepoint Inc
Ohio
$935K +$192K +753 +30%
WFA
3484
WestHill Financial Advisors
California
$932K +$7.91K +31 +1%
WFS
3485
WealthGarden F.S.
California
$931K +$766 +3 +0.1%
WFM
3486
Wolff Financial Management
Michigan
$931K +$766 +3 +0.1%
CA
3487
Capital Advantage
California
$930K -$40.6K -159 -5%
GFG
3488
Greenberg Financial Group
Arizona
$929K -$12.8K -50 -2%
WCG
3489
Weaver Consulting Group
California
$929K +$7.66K +30 +0.9%
WAOI
3490
Wealth Advisors of Iowa
Iowa
$928K +$25.8K +101 +3%
TFIPS
3491
Towarzystwo Funduszy Inwestycyjnych PZU SA
$928K +$48.5K +190 +6%
HI
3492
Harrington Investments
California
$927K
SAM
3493
SP Asset Management
California
$925K +$13.8K +54 +2%
LWM
3494
LeConte Wealth Management
Tennessee
$925K +$334K +1,307 +69%
LFG
3495
Lockerman Financial Group
California
$919K -$5.87K -23 -0.7%
CTWM
3496
Cherry Tree Wealth Management
Minnesota
$917K -$19.9K -78 -2%
CA
3497
Clune & Associates
Illinois
$917K +$136K +532 +20%
YIH
3498
Y-Intercept (HK)
Hong Kong
$916K +$247K +968 +44%
IIM
3499
Ironwood Investment Management
Massachusetts
$914K
MJRIC
3500
Mogy Joel R Investment Counsel
California
$914K

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.