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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
EWA
3876
Encompass Wealth Advisors
Oregon
$588K +$3.06K +12 +0.6%
PFA
3877
Presper Financial Architects
Ohio
$586K +$516K +2,021 New
WWP
3878
Waypoint Wealth Partners
California
$586K +$516K +2,021 New
CM
3879
Columbus Macro
Pennsylvania
$586K -$8.93K -35 -2%
SFP
3880
Sterling Financial Planning
New Jersey
$585K -$30.9K -121 -6%
KAM
3881
Karani Asset Management
New York
$584K -$102K -400 -17%
JSA
3882
Jacobson & Schmitt Advisors
Wisconsin
$584K +$514K +2,015 New
CWMP
3883
Clarion Wealth Managment Partners
Virginia
$583K +$513K +2,012 New
CFS
3884
CGC Financial Services
Oregon
$583K
TWP
3885
Tower Wealth Partners
Pennsylvania
$582K -$6.38K -25 -1%
ACM
3886
Ascent Capital Management
Oregon
$582K +$11.5K +45 +2%
GWA
3887
Gratus Wealth Advisors
Virginia
$582K +$35.2K +138 +7%
FWMM
3888
Foundation Wealth Management (Missouri)
Missouri
$580K
CWA
3889
Centennial Wealth Advisory
Michigan
$580K -$16.3K -64 -3%
CFGSD
3890
Compass Financial Group (South Dakota)
South Dakota
$580K +$1.28K +5 +0.3%
BI
3891
Bramshill Investments
Florida
$580K -$128K -500 -20%
CI
3892
Corient IA
Florida
$580K
SCM
3893
Shapiro Capital Management
Georgia
$580K
BCM
3894
Brooktree Capital Management
Michigan
$580K +$510K +2,000 New
SHWM
3895
Smith & Howard Wealth Management
Georgia
$579K
KFS
3896
Kurt F. Somerville
$578K
KNFPWM
3897
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$578K +$2.55K +10 +0.5%
SIC
3898
SJS Investment Consulting
Ohio
$577K -$46.2K -181 -8%
SPA
3899
Sherbrooke Park Advisers
New York
$577K +$214K +838 +73%
SWIM
3900
Smallwood Wealth Investment Management
New Jersey
$577K +$5.61K +22 +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.