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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
FFWM
3551
Future Financial Wealth Management
Ohio
$866K +$1.02K +4 +0.1%
HIS
3552
Harvest Investment Services
Illinois
$865K +$52.6K +206 +7%
FA
3553
FSA Advisors
Michigan
$865K +$3.06K +12 +0.4%
TBWA
3554
Three Bridge Wealth Advisors
California
$865K +$241K +944 +46%
VFP
3555
Verus Financial Partners
Virginia
$865K +$218K +854 +39%
BCMLT
3556
Beacon Capital Management LLC (Tennessee)
Tennessee
$864K +$11K +43 +1%
WFPG
3557
Waller Financial Planning Group
Ohio
$863K -$68.1K -267 -8%
BMD
3558
Better Money Decisions
New Mexico
$860K +$3.57K +14 +0.5%
SFC
3559
Strategic Financial Concepts
Texas
$860K +$202K +793 +34%
WFAG
3560
Wescott Financial Advisory Group
Pennsylvania
$860K +$5.61K +22 +0.7%
VWA
3561
VSM Wealth Advisory
Maryland
$859K +$19.1K +75 +3%
CWM
3562
Centricity Wealth Management
Ohio
$859K -$35K -137 -4%
PWMAI
3563
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$857K -$75.5K -296 -9%
HCWM
3564
Hidden Cove Wealth Management
Washington
$856K +$49.8K +195 +7%
TC
3565
TAGStone Capital
North Carolina
$854K +$81.9K +321 +12%
CA
3566
CapWealth Advisors
Tennessee
$851K +$9.7K +38 +1%
FF
3567
Francis Financial
$851K +$45.4K +178 +6%
TCM
3568
Thoma Capital Management
Maryland
$851K -$12.5K -49 -2%
DFA
3569
DHK Financial Advisors
New Hampshire
$850K +$9.95K +39 +1%
TA
3570
TCM Advisors
West Virginia
$849K
EIM
3571
Essex Investment Management
Massachusetts
$847K
IQI
3572
Integrated Quantitative Investments
Washington
$847K +$202K +792 +37%
FFL
3573
Financial Freedom LLC
Ohio
$846K +$1.28K +5 +0.2%
HIW
3574
Holos Integrated Wealth
Pennsylvania
$845K -$213K -836 -22%
WIA
3575
Wealthedge Investment Advisors
New York
$845K +$3.57K +14 +0.5%

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.