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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
HBWM
3676
Hollow Brook Wealth Management
New York
$751K +$1.02K +4 +0.2%
PFG
3677
Prospect Financial Group
Virginia
$749K -$4.85K -19 -0.7%
PDM
3678
Penn Davis McFarland
Texas
$748K
IIA
3679
ICW Investment Advisors
Arizona
$748K +$255 +1 +0%
GWM
3680
Gitterman Wealth Management
New Jersey
$747K +$258K +1,010 +64%
ETS
3681
ESL Trust Services
New York
$746K -$17.1K -67 -3%
C1AG
3682
Client 1st Advisory Group
Florida
$746K +$25.8K +101 +4%
MS
3683
Madden Securities
Texas
$745K -$9.44K -37 -1%
FAFN
3684
First Affirmative Financial Network
Colorado
$745K -$26.8K -105 -4%
BRA
3685
Bender Robert & Associates
California
$745K -$1.02K -4 -0.2%
SDH
3686
Sloy Dahl & Holst
Washington
$743K -$14K -55 -2%
RIP
3687
RAM Investment Partners
Washington
$741K +$254K +994 +64%
PA
3688
Planning Alternatives
Michigan
$740K +$402K +1,575 +161%
OPPS
3689
Obsidian Personal Planning Solutions
Maryland
$736K
DFG
3690
Dupree Financial Group
Kentucky
$736K
AFIA
3691
America First Investment Advisors
Nebraska
$733K -$2.3K -9 -0.4%
SFG
3692
SNS Financial Group
Minnesota
$733K +$5.87K +23 +0.9%
API
3693
Asset Planning Inc
California
$733K -$7.14K -28 -1%
FA
3694
FDx Advisors
Illinois
$732K -$3.32K -13 -0.5%
PGWM
3695
Pitti Group Wealth Management
New York
$732K +$5.61K +22 +0.9%
NWMG
3696
Nicholson Wealth Management Group
South Carolina
$731K +$11.7K +46 +2%
PSA
3697
Plum Street Advisors
Louisiana
$731K +$22.7K +89 +4%
SAM
3698
Strive Asset Management
Ohio
$731K -$263K -1,032 -29%
RIP
3699
Reliant Investment Partners
North Carolina
$731K -$19.6K -77 -3%
BEW
3700
Burton Enright Welch
California
$729K +$131K +515 +26%

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.