We are live on ! Find out more
JPM icon

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
CWA
3701
Centerline Wealth Advisors
Kentucky
$729K -$10.5K -41 -2%
AI
3702
AXS Investments
New York
$727K -$136K -532 -18%
CTC
3703
Corundum Trust Company
South Dakota
$726K -$255 -1 -0%
CWM
3704
Cahaba Wealth Management
Georgia
$725K -$29.3K -115 -4%
CFS
3705
Coordinated Financial Services
Colorado
$723K +$11.2K +44 +2%
AL
3706
Arnhold LLC
New York
$722K
RBC
3707
Roble Belko & Company
Pennsylvania
$722K +$40.3K +158 +7%
HFS
3708
Heritage Financial Services
Massachusetts
$722K -$23.5K -92 -4%
RIM
3709
Rockbridge Investment Management
New York
$721K -$5.61K -22 -0.9%
WWG
3710
West Wealth Group
California
$719K +$112K +440 +22%
WAM
3711
Walker Asset Management
Missouri
$718K +$3.57K +14 +0.6%
TA
3712
Tactive Advisors
Florida
$718K +$632K +2,477 New
WA
3713
Wealthstar Advisors
Texas
$718K -$39K -153 -6%
LWM
3714
Lionshead Wealth Management
New York
$716K +$7.91K +31 +1%
CCG
3715
Catalina Capital Group
California
$716K -$236K -926 -27%
CGH
3716
CMG Global Holdings
Texas
$716K -$18.1K -71 -3%
IGGA
3717
Iron Gate Global Advisors
Utah
$715K -$146K -572 -19%
SIMC
3718
Squire Investment Management Company
Utah
$715K +$2.55K +10 +0.4%
CCA
3719
Covey Capital Advisors
Georgia
$710K
BCM
3720
Boreal Capital Management
Florida
$708K +$623K +2,441 New
IA
3721
Inspire Advisors
Idaho
$708K +$102K +399 +20%
IPW
3722
Intergy Private Wealth
Colorado
$707K +$24.8K +97 +4%
MMHP
3723
Murphy Middleton Hinkle & Parker
Georgia
$707K
BGAI
3724
Bruce G. Allen Investments
Colorado
$707K +$14.3K +56 +2%
CNWM
3725
Clay Northam Wealth Management
California
$707K +$10.2K +40 +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.