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
GFI
351
Global Frontier Investments
South Carolina
$110M +$96.7M +379,000 New
BPA
352
Beacon Pointe Advisors
California
$110M +$247K +968 +0.3%
NYLIM
353
New York Life Investment Management
New York
$110M +$1.03M +4,025 +1%
CFB
354
Cullen/Frost Bankers
Texas
$109M -$221K -865 -0.2%
OIAM
355
OFI Invest Asset Management
France
$109M +$19M +74,390 +20%
HW
356
Hancock Whitney
Mississippi
$109M +$47M +184,232 +96%
YCM
357
Yousif Capital Management
Michigan
$109M -$1.8M -7,061 -2%
BCM
358
Becker Capital Management
Oregon
$109M -$715K -2,801 -0.7%
VMPIC
359
Varma Mutual Pension Insurance Co
Finland
$108M -$1.68M -6,600 -2%
RMDI
360
R.M. Davis Inc
Maine
$107M +$5.37M +21,062 +6%
PAG
361
Private Advisor Group
New Jersey
$106M +$3.76M +14,748 +4%
AF
362
Allworth Financial
California
$106M +$7.35M +28,796 +9%
UCFA
363
United Capital Financial Advisors
Texas
$106M -$1.54M -6,040 -2%
NCM
364
Nearwater Capital Markets
Ireland
$105M +$13.8M +54,000 +18%
SYBT
365
Stock Yards Bank & Trust
Kentucky
$105M +$1.34M +5,264 +1%
MGP
366
M&G plc
United Kingdom
$105M -$1.4M -5,497 -2%
SFA
367
Sequoia Financial Advisors
Ohio
$104M +$2.97M +11,624 +3%
BAM
368
Berkshire Asset Management
Pennsylvania
$103M -$332K -1,301 -0.4%
PWP
369
Principle Wealth Partners
Connecticut
$103M +$946K +3,708 +1%
GF
370
Gabelli Funds
New York
$103M -$1.56M -6,112 -2%
Wealthfront Advisers
371
Wealthfront Advisers
California
$102M +$8.55M +33,493 +11%
WPC
372
Waters Parkerson & Co
Louisiana
$102M -$991K -3,883 -1%
VDI
373
Vaughan David Investments
Illinois
$101M -$677K -2,651 -0.8%
CIS
374
Capital International Sarl
California
$101M -$2.84M -11,127 -3%
Vontobel Holding
375
Vontobel Holding
Switzerland
$101M +$655K +2,565 +0.7%

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.