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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
BWP
3726
Bernardo Wealth Planning
Pennsylvania
$704K +$18.9K +74 +3%
SP
3727
Symmetry Partners
Connecticut
$703K +$139K +544 +29%
PCM
3728
Prelude Capital Management
New York
$703K -$265K -1,037 -30%
RCM
3729
Rockbridge Capital Management
Virginia
$703K
RWM
3730
Reston Wealth Management
Virginia
$703K +$34.7K +136 +6%
GPW
3731
Gentry Private Wealth
Kansas
$702K +$4.08K +16 +0.7%
PCM
3732
Prospera Capital Management
Arizona
$702K +$19.4K +76 +3%
JC
3733
Jacobs & Co
California
$702K
BWA
3734
BlueChip Wealth Advisors
Georgia
$701K +$14K +55 +2%
SAM
3735
Sequent Asset Management
Texas
$701K +$255 +1 +0%
WWP
3736
Wise Wealth Partners
Arizona
$700K +$242K +950 +65%
HKAM
3737
Horizon Kinetics Asset Management
New York
$697K -$130K -510 -17%
PMIA
3738
Patrick Mauro Investment Advisor
Illinois
$697K +$701K +2,748 New
BI
3739
Beckerman Institutional
New Jersey
$696K -$25.5K -100 -4%
SCI
3740
Silver Coast Investments
United States
$694K -$30.9K -121 -5%
JTWM
3741
Jackson Thornton Wealth Management
Alabama
$693K -$187K -731 -23%
EGM
3742
Engineers Gate Manager
New York
$693K -$3.98M -15,589 -87%
WCM
3743
Wallace Capital Management
Texas
$691K -$25.5K -100 -4%
NSG
3744
Nalls Sherbakoff Group
Tennessee
$691K +$61.8K +242 +11%
POIA
3745
Pin Oak Investment Advisors
Texas
$690K -$64.3K -252 -8%
KFS
3746
Kaizen Financial Strategies
California
$688K +$79.9K +313 +15%
KC
3747
Knuff & Co
California
$687K
PCP
3748
Panoramic Capital Partners
Oregon
$686K +$59.2K +232 +11%
WA
3749
WESPAC Advisors
California
$684K +$255 +1 +0%
PS
3750
Planned Solutions
California
$683K +$3.57K +14 +0.6%

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.