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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
NPPM
3526
North Point Portfolio Managers
Ohio
$890K
RMC
3527
Ring Mountain Capital
California
$889K +$11.5K +45 +1%
DO
3528
denkapparat Operations
Germany
$889K
ACM
3529
Absolute Capital Management
Pennsylvania
$889K +$2.3K +9 +0.3%
IAG
3530
Investmark Advisory Group
Connecticut
$887K +$2.04K +8 +0.3%
BWM
3531
BCS Wealth Management
Tennessee
$886K +$200K +783 +34%
AWA
3532
Aletheian Wealth Advisors
Washington
$885K -$33.4K -131 -4%
PPC
3533
Pennington Partners & Co
Maryland
$884K -$41.1K -161 -5%
AA
3534
Alpha Advisors
Virginia
$883K +$29.1K +114 +4%
TPW
3535
Tiller Private Wealth
Pennsylvania
$881K
HFS
3536
Hughes Financial Services
Virginia
$879K +$3.57K +14 +0.5%
SL
3537
Summitry LLC
California
$878K +$48.5K +190 +7%
PCMC
3538
Paragon Capital Management (Colorado)
Colorado
$878K -$15.3K -60 -2%
AFA
3539
Allium Financial Advisors
Oregon
$878K -$7.66K -30 -1%
AWM
3540
Allen Wealth Management
North Carolina
$874K -$25.5K -100 -3%
IP
3541
Isthmus Partners
Wisconsin
$873K +$152K +596 +25%
EFG
3542
Elios Financial Group
Ohio
$873K +$766 +3 +0.1%
GAA
3543
Global Assets Advisory
Florida
$872K +$207K +810 +37%
DWM
3544
DecisionMap Wealth Management
Virginia
$872K +$12.8K +50 +2%
PIC
3545
Portland Investment Counsel
Ontario, Canada
$870K -$830K -3,251 -52%
AS
3546
Altshuler Shaham
Israel
$870K
BAM
3547
BOCHK Asset Management
Hong Kong
$870K +$510K +2,000 +200%
RSWA
3548
Robinson Smith Wealth Advisors
Maine
$869K -$58.7K -230 -7%
HWA
3549
Hillcrest Wealth Advisors
New Jersey
$868K -$101K -395 -12%
AWP
3550
Abacus Wealth Partners
California
$867K +$45.9K +180 +6%

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.