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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
RPGNY
3776
Retirement Planning Group (New York)
New York
$655K +$84.5K +331 +17%
4A
3777
4Wealth Advisors
Illinois
$654K -$9.95K -39 -2%
JCIA
3778
Jackson Creek Investment Advisors
Colorado
$653K -$55.6K -218 -9%
TWA
3779
Tandem Wealth Advisors
Arizona
$652K +$32.2K +126 +6%
KFS
3780
Kelly Financial Services
Massachusetts
$652K +$34.7K +136 +6%
WP
3781
Waycross Partners
Kentucky
$651K +$573K +2,247 New
OA
3782
Oceanside Advisors
South Carolina
$651K
SM
3783
Sensible Money
Arizona
$649K
CFC
3784
Coyle Financial Counsel
Illinois
$648K +$8.17K +32 +1%
TAM
3785
TCP Asset Management
Ohio
$647K +$15.8K +62 +3%
MCM
3786
M1 Capital Management
Michigan
$647K +$12.5K +49 +2%
M
3787
MATAURO
New York
$646K +$20.4K +80 +4%
WI
3788
Wedgewood Investors
Pennsylvania
$646K -$20.9K -82 -4%
OFP
3789
OLIO Financial Planning
Virginia
$645K -$12.8K -50 -2%
SFC
3790
Sprinkle Financial Consultants
Colorado
$642K -$19.6K -77 -3%
SWM
3791
Selective Wealth Management
Virginia
$642K -$25K -98 -4%
WWA
3792
Wisconsin Wealth Advisors
Wisconsin
$642K +$92.6K +363 +20%
STB
3793
S&T Bank
Pennsylvania
$641K +$7.14K +28 +1%
BA
3794
Brightwater Advisory
Florida
$640K -$48.5K -190 -8%
SO
3795
Sierra Ocean
California
$640K +$25.8K +101 +5%
SCA
3796
Southern Capital Advisors
Tennessee
$639K +$510 +2 +0.1%
RP
3797
Riverwater Partners
Wisconsin
$638K +$61K +239 +12%
SCM
3798
Stonebridge Capital Management
California
$638K +$306K +1,200 +120%
IFO
3799
Independent Family Office
New York
$638K +$133K +520 +31%
KWA
3800
Kellett Wealth Advisors
Ohio
$637K +$143K +562 +34%

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.