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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
ACM
4076
Avalon Capital Management
California
$460K +$18.1K +71 +5%
FYW
4077
Future You Wealth
New York
$460K
MWA
4078
Muirfield Wealth Advisors
North Carolina
$460K +$20.2K +79 +5%
HGA
4079
Hobbs Group Advisors
South Carolina
$459K +$18.6K +73 +5%
SA
4080
Shilanski & Associates
Alaska
$459K
CWA
4081
Cura Wealth Advisors
Illinois
$458K
KFP
4082
Keener Financial Planning
Texas
$458K +$76.6K +300 +23%
LFASL
4083
Lugano Financial Advisors SA (LFA)
Switzerland
$457K +$72.5K +284 +22%
MSF
4084
Mustard Seed Financial
Arkansas
$457K -$28.8K -113 -7%
AWP
4085
Avid Wealth Partners
Texas
$457K +$31.1K +122 +8%
SAM
4086
Seelaus Asset Management
New Jersey
$456K
CCM
4087
Chickasaw Capital Management
Tennessee
$455K -$61.2K -240 -13%
AL
4088
ACAS LLC
California
$454K +$45.4K +178 +13%
FP
4089
FFG Partners
Florida
$454K +$138K +540 +53%
PIN
4090
Prudent Investors Network
California
$453K -$2.55K -10 -0.6%
SWA
4091
Strata Wealth Advisors
Texas
$453K +$56.9K +223 +17%
AC
4092
AIFG Consultants
New York
$452K +$98.8K +387 +33%
EE
4093
EWG Elevate
California
$451K +$50.5K +198 +15%
FDS
4094
Freedom Day Solutions
Texas
$451K -$255 -1 -0.1%
RCM
4095
Ridgepath Capital Management
Tennessee
$451K +$2.04K +8 +0.5%
BLAM
4096
Bourne Lent Asset Management
New York
$449K
RWM
4097
RMG Wealth Management
Wisconsin
$449K +$393K +1,540 New
SFG
4098
Sterling Financial Group
California
$448K
BWP
4099
BlueStem Wealth Partners
Minnesota
$447K +$19.1K +75 +5%
IWM
4100
IMG Wealth Management
Florida
$447K +$45.9K +180 +13%

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.