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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
BFG
3826
Birch Financial Group
New Hampshire
$622K +$37K +145 +7%
RWRC
3827
R.W. Roge & Company
New York
$622K -$90.3K -354 -14%
CCP
3828
Clarkston Capital Partners
Michigan
$622K +$1.79K +7 +0.3%
WPW
3829
Warther Private Wealth
Ohio
$620K -$80.9K -317 -13%
WSFG
3830
Wall Street Financial Group
Illinois
$620K +$546K +2,138 New
OAS
3831
Optivise Advisory Services
Tennessee
$620K +$25.5K +100 +5%
AR
3832
Apeiron RIA
Texas
$618K -$141K -552 -21%
IA
3833
IMZ Advisory
Florida
$617K +$108K +424 +25%
AWP
3834
Axis Wealth Partners
Rhode Island
$615K -$27.8K -109 -5%
BHWM
3835
Beaird Harris Wealth Management
Texas
$615K +$44.9K +176 +9%
CMBA
3836
C.M. Bidwell & Associates
Hawaii
$614K -$18.6K -73 -3%
BBWP
3837
Beacon Bridge Wealth Partners
Pennsylvania
$614K -$28.8K -113 -5%
BCB
3838
Brian C. Broderick
$612K
FIC
3839
Family Investment Center
Missouri
$612K +$263K +1,031 +96%
CPW
3840
Catalyst Private Wealth
California
$611K +$10.5K +41 +2%
CFG
3841
Carter Financial Group
Illinois
$611K +$537K +2,106 New
SC
3842
SummitTX Capital
Texas
$609K -$2.15M -8,423 -80%
AIM
3843
Arcadia Investment Management
Michigan
$609K +$1.02K +4 +0.2%
SC
3844
Schoolcraft Capital
Colorado
$609K -$227K -888 -30%
CFG
3845
Compton Financial Group
Maryland
$608K
JA
3846
JVL Associates
Michigan
$607K +$9.19K +36 +2%
CCP
3847
Cushing Capital Partners
Wisconsin
$607K -$77.3K -303 -13%
SOAG
3848
Silver Oak Advisory Group
Oregon
$606K +$534K +2,091 New
RAS
3849
RPS Advisory Solutions
Kentucky
$605K +$7.4K +29 +1%
SRWM
3850
Shira Ridge Wealth Management
California
$605K -$6.38K -25 -1%

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.