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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
HIF
3801
Hill Island Financial
Michigan
$635K +$559K +2,191 New
ICM
3802
Intrepid Capital Management
Florida
$635K +$16.6K +65 +3%
IVP
3803
Intrinsic Value Partners
Arizona
$634K +$4.08K +16 +0.7%
LIA
3804
Luken Investment Analytics
Tennessee
$633K
VCWA
3805
Vanguard Capital Wealth Advisors
Colorado
$633K -$125K -489 -18%
GC
3806
Guidance Capital
Kentucky
$633K
MFS
3807
McNamara Financial Services
Massachusetts
$632K
FWM
3808
FSA Wealth Management
Massachusetts
$632K +$1.28K +5 +0.2%
FPCG
3809
Forum Private Client Group
Indiana
$631K +$13.3K +52 +2%
SCA
3810
Sage Capital Advisors
South Dakota
$631K +$38K +149 +7%
HAM
3811
Hickory Asset Management
Ohio
$630K +$13.3K +52 +2%
TE
3812
Tema ETFs
New York
$630K +$555K +2,173 New
DWM
3813
Darwin Wealth Management
Florida
$629K +$386K +1,513 +230%
T
3814
Tableaux
Massachusetts
$628K
AFS
3815
Anderson Financial Strategies
Ohio
$627K
TPWA
3816
Twin Peaks Wealth Advisors
California
$627K -$54.1K -212 -9%
CP
3817
Castleview Partners
Texas
$626K +$87.5K +343 +19%
BAMG
3818
Brand Asset Management Group
Missouri
$626K -$79.9K -313 -13%
WA
3819
Waterford Advisors
New York
$625K +$949K +3,719 +172%
RC
3820
Rexford Capital
Texas
$625K +$550K +2,155 New
KFG
3821
Kingdom Financial Group
Arizona
$624K +$550K +2,154 New
GCWM
3822
Graham Capital Wealth Management
District of Columbia
$624K +$112K +439 +26%
RSF
3823
Rik Saylor Financial
Ohio
$624K +$1.53K +6 +0.3%
GPW
3824
Genesis Private Wealth
Virginia
$624K -$3.57K -14 -0.6%
GSCM
3825
Greenfield Seitz Capital Management
Texas
$623K

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.