We are live on ! Find out more
JPM icon

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
HPC
4151
Hobart Private Capital
North Carolina
$427K +$376K +1,473 New
PPH
4152
Pure Portfolios Holdings
Oregon
$426K +$53.3K +209 +17%
MFS
4153
Madrona Financial Services
Washington
$426K +$49.5K +194 +15%
NRW
4154
Nova R Wealth
Kansas
$424K -$62.3K -244 -14%
FA
4155
Freestate Advisors
Kansas
$423K +$510 +2 +0.1%
TWM
4156
Trevian Wealth Management
Massachusetts
$423K +$7.66K +30 +2%
UFA
4157
Uptown Financial Advisors
Texas
$423K
IPA
4158
Investment Planning Advisors
Georgia
$423K +$47.2K +185 +15%
LF
4159
Lighthouse Financial
Florida
$422K
PIWA
4160
Prevail Innovative Wealth Advisors
Kansas
$421K +$47.7K +187 +15%
FFC
4161
Frederick Financial Consultants
Maryland
$420K +$17.9K +70 +5%
AWM
4162
Able Wealth Management
New Jersey
$418K +$13.5K +53 +4%
MIM
4163
Marshall Investment Management
Colorado
$418K -$3.32M -12,991 -90%
CFP
4164
Cypress Financial Planning
New Jersey
$417K +$3.32K +13 +0.9%
HWMT
4165
Heritage Wealth Management (Texas)
Texas
$416K +$3.32K +13 +0.9%
APWM
4166
Argonautica Private Wealth Management
Massachusetts
$416K -$56.9K -223 -13%
TW
4167
Towerpoint Wealth
California
$416K +$14.3K +56 +4%
FC
4168
Farringdon Capital
United Kingdom
$416K +$366K +1,435 New
LOIP
4169
Live Oak Investment Partners
Texas
$416K +$34.5K +135 +10%
PWM
4170
Penobscot Wealth Management
Maine
$415K -$1.53K -6 -0.4%
PVAMC
4171
PPS&V Asset Management Consultants
Michigan
$415K +$5.1K +20 +1%
FA
4172
Fermata Advisors
California
$414K -$406K -1,592 -53%
CCG
4173
Capital CS Group
California
$414K +$365K +1,429 New
YCG
4174
Yeomans Consulting Group
Georgia
$414K -$23.7K -93 -6%
NEPPG
4175
New England Professional Planning Group
Rhode Island
$414K

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.