We are live on ! Find out more
JPM icon

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
RA
3501
Riversedge Advisors
Delaware
$913K +$61K +239 +8%
HF
3502
Holcombe Financial
Georgia
$912K
PIM
3503
Pullen Investment Management
Florida
$911K -$4.85K -19 -0.6%
AWA
3504
Arbor Wealth Advisors
Michigan
$910K -$3.83K -15 -0.5%
TCOO
3505
Trust Company of Oklahoma
Oklahoma
$910K +$191K +749 +31%
JLBC
3506
J.L. Bainbridge & Co
Florida
$910K -$510 -2 -0.1%
BFS
3507
Burkett Financial Services
South Carolina
$909K -$8.42K -33 -1%
HIA
3508
HTG Investment Advisors
Connecticut
$907K -$30.1K -118 -4%
RA
3509
Ruggaard & Associates
Ohio
$905K -$24.2K -95 -3%
EGWAG
3510
Elwood & Goetz Wealth Advisory Group
Georgia
$902K +$163K +638 +26%
CWA
3511
Clearview Wealth Advisors
Oregon
$900K +$255 +1 +0%
Cohen & Steers
3512
Cohen & Steers
New York
$899K -$230K -900 -23%
CFG
3513
Copley Financial Group
California
$899K -$45.4K -178 -5%
KPWG
3514
KFA Private Wealth Group
Virginia
$898K +$64.6K +253 +9%
MF
3515
Meridian Financial
Massachusetts
$897K
TCM
3516
TruNorth Capital Management
Michigan
$897K -$144K -564 -15%
WCM
3517
Washburn Capital Management
Florida
$897K +$139K +545 +21%
VEA
3518
Virtus ETF Advisers
New York
$897K +$218K +856 +38%
AF
3519
Atala Financial
California
$895K
TC
3520
Tacita Capital
Ontario, Canada
$895K +$148K +580 +23%
LWM
3521
LongView Wealth Management
Georgia
$893K -$69.9K -274 -8%
WAM
3522
WealthTrust Asset Management
Florida
$892K -$155K -608 -17%
MPW
3523
Magnolia Private Wealth
Pennsylvania
$891K -$6.89K -27 -0.9%
OIS
3524
OneAscent Investment Solutions
Alabama
$891K -$37.3K -146 -5%
HFM
3525
Harvest Fund Management
China
$891K

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.