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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
EMC
4051
Everest Management Corp
California
$475K +$44.7K +175 +12%
ELM
4052
Elite Life Management
Florida
$475K +$16.1K +63 +4%
AIFAIM
4053
American Institute for Advanced Investment Management
Arizona
$475K
EFG
4054
Elm3 Financial Group
Georgia
$474K -$5.36K -21 -1%
KCM
4055
Kendall Capital Management
Maryland
$474K +$18.6K +73 +5%
HP
4056
Haven Private
Florida
$473K +$416K +1,631 New
RAM
4057
Riggs Asset Management
Pennsylvania
$472K -$7.4K -29 -2%
IDBONY
4058
Israel Discount Bank of New York
New York
$472K -$49.8K -195 -11%
SWIA
4059
Solano Wealth Investment Advisors
California
$471K +$255 +1 +0.1%
IWN
4060
Independent Wealth Network
Iowa
$471K +$15.6K +61 +4%
VFS
4061
Valpey Financial Services
New Hampshire
$470K +$414K +1,621 New
BDL
4062
Banque de Luxembourg
Luxembourg
$470K
PBF
4063
Petix & Botte Financial
California
$468K
AWC
4064
Adamsbrown Wealth Consultants
Kansas
$467K -$4.08K -16 -1%
TFP
4065
Triune Financial Partners
Kansas
$467K -$95.4K -374 -19%
RS
4066
Rakuten Securities
Japan
$467K -$174K -682 -30%
WQ
4067
Wealth Quarterback
New Jersey
$467K +$3.83K +15 +0.9%
FWM
4068
Foguth Wealth Management
Michigan
$466K -$52.8K -207 -11%
CFO
4069
Custos Family Office
Texas
$466K +$60.2K +236 +17%
MSWM
4070
Mowery & Schoenfeld Wealth Management
Illinois
$466K -$145K -567 -26%
PFG
4071
Putney Financial Group
California
$465K -$99K -388 -19%
PCA
4072
Private Capital Advisors
Connecticut
$464K
CA
4073
CWC Advisors
Oregon
$464K
AA
4074
Acorns Advisers
California
$462K +$11.5K +45 +3%
EI
4075
EDMP Inc
Florida
$461K

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.