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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
MAM
4126
Mainsail Asset Management
Alabama
$437K +$2.3K +9 +0.6%
TLFA
4127
True Link Financial Advisors
California
$436K -$33.2K -130 -8%
CWM
4128
ClientFirst Wealth Management
Arkansas
$436K
MGIA
4129
Matthew Goff Investment Advisor
Texas
$436K
NA
4130
Nottingham Advisors
New York
$435K -$112K -439 -23%
CC
4131
Colrain Capital
Massachusetts
$435K
HP
4132
Highlander Partners
Texas
$435K
GWM
4133
GK Wealth Management
Nevada
$435K -$17.6K -69 -4%
BWM
4134
Boyd Wealth Management
California
$434K
PFS
4135
Prospect Financial Services
New York
$434K -$95.7K -375 -20%
CFSG
4136
Clark Financial Services Group
Missouri
$434K +$20.9K +82 +6%
NFA
4137
Northwest Financial Advisors
Virginia
$434K -$1.04M -4,080 -73%
EWM
4138
Endowment Wealth Management
Wisconsin
$434K +$167K +653 +77%
SWM
4139
Seed Wealth Management
Illinois
$434K
KIA
4140
Kraematon Investment Advisors
Massachusetts
$433K +$2.04K +8 +0.5%
IPWA
4141
International Private Wealth Advisors
California
$433K -$73.5K -288 -16%
VBFP
4142
Valtinson Bruner Financial Planning
Minnesota
$432K +$19.1K +75 +5%
CFGA
4143
Cambridge Financial Group (Arizona)
Arizona
$430K
BS
4144
Brighton Securities
New York
$430K -$89.1K -349 -19%
APM
4145
Advanced Portfolio Management
New York
$428K
DP
4146
DDD Partners
Washington
$428K +$6.38K +25 +2%
PFA
4147
Plotkin Financial Advisors
Maryland
$428K +$25.5K +100 +7%
JCM
4148
Jag Capital Management
Missouri
$427K +$255 +1 +0.1%
PFG
4149
Pinnacle Financial Group
Illinois
$427K +$16.3K +64 +5%
RK
4150
Rather & Kittrell
Tennessee
$427K +$8.17K +32 +2%

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.