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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
IWP
3751
Insight Wealth Partners
Texas
$683K +$88.8K +348 +17%
RIS
3752
Richmond Investment Services
Wisconsin
$682K +$346K +1,354 +135%
WW
3753
Westshore Wealth
California
$681K +$510 +2 +0.1%
PI
3754
Parkside Investments
Illinois
$679K -$54.9K -215 -8%
GGI
3755
Godsey & Gibb Inc
Virginia
$678K -$24K -94 -4%
PCMM
3756
Piedmont Capital Management (Montana)
Montana
$675K -$15.1K -59 -2%
FPW
3757
Flywheel Private Wealth
California
$675K
LSA
3758
Lansing Street Advisors
Pennsylvania
$674K +$7.66K +30 +1%
FCM
3759
Fortis Capital Management
Washington
$673K +$373K +1,462 +170%
TS
3760
Tamar Securities
California
$673K +$2.04K +8 +0.3%
BCM
3761
Brown Capital Management
Maryland
$672K -$119K -465 -17%
BWS
3762
Broadway Wealth Solutions
Texas
$671K +$58.7K +230 +11%
CWMGO
3763
Capstone Wealth Management Group (Oregon)
Oregon
$670K -$35.2K -138 -6%
SWM
3764
SFG Wealth Management
Maryland
$666K +$33.4K +131 +6%
NFC
3765
Northstar Financial Companies
Pennsylvania
$665K -$57.7K -226 -9%
EMAM
3766
Encompass More Asset Management
California
$664K -$345K -1,350 -37%
Blackstone Inc
3767
Blackstone Inc
New York
$664K
SFPG
3768
Stonebridge Financial Planning Group
Florida
$663K -$69.2K -271 -11%
RIA
3769
Richwood Investment Advisors
Ohio
$663K -$12.8K -50 -2%
KIC
3770
Keating Investment Counselors
Florida
$662K +$25.5K +100 +5%
GF
3771
Gimbal Financial
Indiana
$662K +$13.3K +52 +2%
FEG
3772
Financial Enhancement Group
Indiana
$660K -$5.61K -22 -0.9%
DHC
3773
Drum Hill Capital
Connecticut
$660K
XPN
3774
XY Planning Network
Montana
$656K +$578K +2,264 New
VPP
3775
Vertex Planning Partners
Illinois
$655K -$2.3K -9 -0.4%

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.