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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
OAJ
4026
Ogorek Anthony Joseph
New York
$491K -$28.6K -112 -6%
TA
4027
Townsend & Associates
Colorado
$491K -$2.16M -8,446 -84%
JGIA
4028
Jackson Grant Investment Advisers
Connecticut
$490K -$1.53K -6 -0.4%
AFO
4029
Allie Family Office
Florida
$490K
RLIM
4030
Red Lighthouse Investment Management
New York
$490K +$4.34K +17 +1%
GFM
4031
GF Fund Management
China
$490K -$699K -2,738 -62%
EWA
4032
Emergent Wealth Advisors
New York
$490K +$9.19K +36 +2%
IWP
4033
Innova Wealth Partners
Pennsylvania
$489K -$19.9K -78 -4%
OA
4034
Oxbow Advisors
Texas
$489K -$74.8K -293 -15%
FWP
4035
Fiduciary Wealth Partners
Massachusetts
$488K -$134K -527 -24%
GAMC
4036
Garner Asset Management Corp
Texas
$486K -$103K -403 -19%
AWM
4037
Adams Wealth Management
Utah
$486K -$49.3K -193 -10%
CI
4038
CacheTech Inc
Utah
$486K -$49.3K -193 -10%
FSBI
4039
Fearless Solutions (Best Invest)
Texas
$484K +$30.6K +120 +8%
IPW
4040
IronBridge Private Wealth
Texas
$483K -$27.3K -107 -6%
LD
4041
Lipe & Dalton
New York
$483K
MQWP
4042
Morey & Quinn Wealth Partners
Nebraska
$482K +$9.7K +38 +2%
NICM
4043
Neo Ivy Capital Management
New York
$480K +$423K +1,657 New
EMCIP
4044
Ewing Morris & Co Investment Partners
Ontario, Canada
$480K +$12.5K +49 +3%
CS
4045
CapitalatWork SA
$480K
GCA
4046
Genesee Capital Advisors
New York
$480K +$1.79K +7 +0.4%
GFL
4047
Granite FO LLC
New Hampshire
$479K -$149K -585 -26%
MGAM
4048
McGowan Group Asset Management
Texas
$478K +$510 +2 +0.1%
MGWA
4049
Monument Group Wealth Advisors
Massachusetts
$477K +$36.7K +144 +10%
TLA
4050
Tanglewood Legacy Advisors
Texas
$477K

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.