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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
CAM
3601
Claret Asset Management
Quebec, Canada
$825K +$726K +2,845 New
BAM
3602
Broyhill Asset Management
North Carolina
$825K -$63.8K -250 -8%
DAM
3603
Diamant Asset Management
Connecticut
$824K
SRL
3604
Scientech Research LLC
New Jersey
$823K +$725K +2,840 New
AIS
3605
American Investment Services
Massachusetts
$822K -$2.06M -8,084 -74%
MPIA
3606
Milestones Private Investment Advisors
New York
$821K +$722K +2,831 New
IWM
3607
Integris Wealth Management
California
$820K +$4.85K +19 +0.7%
SWGC
3608
Summit Wealth Group (Colorado)
Colorado
$819K +$721K +2,826 New
BWM
3609
Brown Wealth Management
Illinois
$813K +$114K +446 +19%
CW
3610
Code Waechter
Florida
$813K +$30.4K +119 +4%
PAG
3611
Paladin Advisory Group
Iowa
$812K
MPAM
3612
Murphy Pohlad Asset Management
Minnesota
$812K
MIM
3613
Morningstar Investment Management
Illinois
$811K +$714K +2,799 New
KCIC
3614
Kuhn & Co Investment Counsel
Illinois
$811K -$10.5K -41 -1%
SHF
3615
Safe Harbor Fiduciary
Florida
$810K -$27.6K -108 -4%
NIWA
3616
New Insight Wealth Advisors
California
$809K
SWG
3617
Summit Wealth Group
Vermont
$807K +$38K +149 +6%
MWM
3618
Mindset Wealth Management
Indiana
$806K -$39.6K -155 -5%
ASG
3619
Ariston Services Group
California
$805K
OFO
3620
OneAscent Family Office
Alabama
$805K -$23.2K -91 -3%
KBG
3621
Kahn Brothers Group
New York
$805K +$708K +2,775 New
PG
3622
Prostatis Group
Maryland
$804K -$121K -474 -15%
OAM
3623
Oxford Asset Management
United Kingdom
$803K +$707K +2,770 New
AFP
3624
Alpha Financial Partners
Kentucky
$803K -$11.7K -46 -2%
FI
3625
Financial Insights
Washington
$803K +$81.4K +319 +13%

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.