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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
JWM
3976
Jupiter Wealth Management
Colorado
$524K +$95.7K +375 +26%
BA
3977
BIP Alliance
Georgia
$523K +$5.61K +22 +1%
KFA
3978
Krane Funds Advisors
New York
$523K -$27.8K -109 -6%
BAWM
3979
Bennett Associates Wealth Management
Pennsylvania
$523K +$17.4K +68 +4%
BI
3980
Binnacle Investments
Iowa
$522K +$18.4K +72 +4%
GCM
3981
Gallacher Capital Management
Colorado
$521K +$242K +949 +112%
CL
3982
CVFG LLC
Indiana
$521K -$25.3K -99 -5%
NCFG
3983
New Century Financial Group
New Jersey
$521K +$65.6K +257 +17%
BF
3984
Brogan Financial
Tennessee
$520K +$14.5K +57 +3%
AFA
3985
American Financial Advisors
Georgia
$520K +$2.55K +10 +0.6%
TFA
3986
Toth Financial Advisory
Virginia
$518K +$18.4K +72 +4%
RFG
3987
REAP Financial Group
Texas
$518K +$221K +866 +94%
WAM
3988
Worth Asset Management
Texas
$517K +$20.2K +79 +5%
HFRG
3989
Houlihan Financial Resource Group
Virginia
$516K
AWAU
3990
Alliance Wealth Advisors (Utah)
Utah
$515K +$48K +188 +12%
WFS
3991
Walker Financial Services
Kentucky
$514K +$510 +2 +0.1%
LODC
3992
Lanham O'Dell & Company
West Virginia
$514K +$255 +1 +0.1%
GCM
3993
Gladius Capital Management
Illinois
$513K -$2M -7,827 -82%
LAM
3994
Lingohr Asset Management
Germany
$512K -$6.32M -24,784 -93%
PWMG
3995
Private Wealth Management Group
New Jersey
$511K +$8.42K +33 +2%
LWA
3996
Ledgewood Wealth Advisors
New Hampshire
$510K
BFAG
3997
Blackston Financial Advisory Group
Florida
$510K -$107K -419 -19%
TCMP
3998
Thrive Capital Management (Pennsylvania)
Pennsylvania
$510K +$102K +400 +29%
OWM
3999
Omnitrust Wealth Management
Florida
$510K +$398K +1,558 New
PW
4000
Potentia Wealth
California
$510K

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.