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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
ICM
3651
Islay Capital Management
Texas
$776K -$56.9K -223 -8%
RCA
3652
Riverview Capital Advisers
Massachusetts
$775K
FA
3653
Fedenia Advisers
Wisconsin
$775K +$86K +337 +14%
FSA
3654
Financial Security Advisor
Virginia
$775K +$45.9K +180 +7%
DA
3655
Detalus Advisors
Missouri
$775K +$5.36K +21 +0.8%
TAM
3656
Tucker Asset Management
Colorado
$774K +$66.6K +261 +11%
MWM
3657
Melfa Wealth Management
Massachusetts
$773K -$19.1K -75 -3%
TCM
3658
Teza Capital Management
Illinois
$772K -$4.04M -15,819 -86%
HA
3659
HC Advisors
Georgia
$772K -$52.8K -207 -7%
MAM
3660
Morse Asset Management
Connecticut
$770K +$22.5K +88 +3%
FCM
3661
Fourpath Capital Management
Oklahoma
$770K -$25.5K -100 -4%
CWM
3662
Cherrydale Wealth Management
New Jersey
$769K +$3.83K +15 +0.6%
GB
3663
Goepper Burkhardt
South Carolina
$769K +$9.7K +38 +1%
FFG
3664
Fortress Financial Group
Minnesota
$768K +$21.4K +84 +3%
WFC
3665
Western Financial Corp
California
$766K +$9.7K +38 +1%
WCM
3666
Wedge Capital Management
North Carolina
$764K -$423K -1,657 -39%
SFC
3667
Swisher Financial Concepts
Ohio
$764K -$25.8K -101 -4%
TFO
3668
Tarbox Family Office
California
$760K -$255 -1 -0%
VAF
3669
Values Added Financial
District of Columbia
$758K +$65.8K +258 +11%
BW
3670
Basepoint Wealth
Iowa
$756K -$41.3K -162 -6%
CCC
3671
Compass Capital Corp
Massachusetts
$754K +$21.4K +84 +3%
BL
3672
Balentine LLC
Georgia
$754K +$50K +196 +8%
TCM
3673
Tuttle Capital Management
Connecticut
$752K +$85.7K +336 +15%
MAP
3674
Moody Aldrich Partners
Massachusetts
$752K
PHWM
3675
Pine Harbor Wealth Management
Maryland
$752K +$16.1K +63 +2%

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.