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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
LFS
4101
Lutz Financial Services
Nebraska
$447K +$3.83K +15 +1%
CFS
4102
Cannon Financial Strategists
Georgia
$447K
MCM
4103
MontVue Capital Management
Virginia
$447K
AFS
4104
Axiom Financial Strategies
Indiana
$446K -$181K -708 -32%
VIM
4105
VELA Investment Management
Ohio
$446K
AWA
4106
AmeriServ Wealth Advisors
Pennsylvania
$446K -$766 -3 -0.2%
MPPW
4107
Mitchell & Pahl Private Wealth
Oklahoma
$445K +$20.9K +82 +6%
SSG
4108
Summit Securities Group
New York
$445K +$391K +1,534 New
FEM
4109
Fulcrum Equity Management
Texas
$444K -$8.93K -35 -2%
C
4110
Covestor
United Kingdom
$443K +$24.5K +96 +7%
SC
4111
Schubert & Co
Texas
$443K +$80.4K +315 +26%
CC
4112
Capital Counsel
New York
$442K -$149K -583 -28%
MA
4113
Mezzasalma Advisors
New Jersey
$442K +$39.6K +155 +11%
GCS
4114
Gordian Capital (Singapore)
Singapore
$442K -$2.9M -11,356 -88%
ACA
4115
Ascension Capital Advisors
Texas
$441K
Q
4116
QVR
California
$440K +$388K +1,519 New
CWA
4117
Cascade Wealth Advisors
Washington
$440K +$14.3K +56 +4%
BFS
4118
Baskin Financial Services
Ontario, Canada
$440K
YWM
4119
Yoder Wealth Management
California
$440K +$43.9K +172 +13%
BMM
4120
Berkshire Money Management
Massachusetts
$440K -$108K -425 -22%
HWM
4121
Hobbs Wealth Management
Indiana
$439K +$21.9K +86 +6%
WWM
4122
Wiser Wealth Management
Georgia
$438K +$45.2K +177 +13%
SFMG
4123
Sage Financial Management Group
Virginia
$437K
RCI
4124
RS Crum Inc
California
$437K +$1.02K +4 +0.3%
DW
4125
Dodds Wealth
Colorado
$437K -$38.5K -151 -9%

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.