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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
KAM
3951
Knightsbridge Asset Management
California
$539K +$113K +444 +31%
CCA
3952
Cadent Capital Advisors
Oklahoma
$538K -$19.1K -75 -4%
PWP
3953
Parkwoods Wealth Partners
New York
$537K +$190K +743 +67%
CFP
3954
Comprehensive Financial Planning
Pennsylvania
$537K +$2.04K +8 +0.4%
KCAM
3955
Kagan Cocozza Asset Management
New Jersey
$536K -$1.28K -5 -0.3%
LIG
3956
Lokken Investment Group
Delaware
$536K -$80.9K -317 -15%
CWA
3957
CogentBlue Wealth Advisors
Tennessee
$535K +$54.4K +213 +13%
WHCI
3958
W.H. Cornerstone Investments
Massachusetts
$535K -$60K -235 -11%
DWM
3959
Denver Wealth Management
Colorado
$535K -$3.32K -13 -0.7%
GFA
3960
Gladwyn Financial Advisors
Virginia
$534K +$470K +1,842 New
RAG
3961
RIA Advisory Group
Iowa
$534K -$19.6K -77 -4%
PCM
3962
Pennsylvania Capital Management
Pennsylvania
$533K -$24.2K -95 -5%
SC
3963
Schiavi & Co
Delaware
$531K
FAN
3964
Financial Advisors Network
California
$531K -$14.3K -56 -3%
PRI
3965
Prepared Retirement Institute
Pennsylvania
$528K +$83.2K +326 +22%
ARMT
3966
Amica Retiree Medical Trust
Rhode Island
$528K
EFL
3967
ERn Financial LLC
Wisconsin
$528K -$1.2M -4,693 -72%
LFP
3968
Leeward Financial Partners
Washington
$527K +$229K +899 +98%
FCMA
3969
Foresight Capital Management Advisors
Michigan
$527K +$11.5K +45 +3%
DTL
3970
Dynamic Technology Lab
Singapore
$527K +$464K +1,819 New
HKIMG
3971
Hutchens & Kramer Investment Management Group
Indiana
$526K -$21.9K -86 -5%
CCA
3972
Catalyst Capital Advisors
New York
$526K -$74.8K -293 -14%
CPC
3973
CFC Planning Company
Indiana
$526K +$5.87K +23 +1%
SA
3974
Scarborough Advisors
Maryland
$525K -$11.7K -46 -2%
APW
3975
Axim Planning & Wealth
Ohio
$524K -$16.1K -63 -3%

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.