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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
VPF
4176
Vantage Point Financial
Illinois
$414K +$15.3K +60 +4%
HIS
4177
Horizon Investment Services
Indiana
$414K
SWP
4178
ShoreHaven Wealth Partners
New Jersey
$413K +$65.3K +256 +22%
TCM
4179
Triumph Capital Management
Colorado
$413K -$94.4K -370 -21%
2L
4180
25 LLC
Missouri
$411K +$43.9K +172 +14%
JCM
4181
J2 Capital Management
Michigan
$410K -$157K -615 -30%
JHC
4182
J. Hagan Capital
Kentucky
$410K -$9.95K -39 -3%
IFA
4183
Index Fund Advisors
California
$410K -$24.5K -96 -6%
FAM
4184
Flaharty Asset Management
Florida
$410K -$53.6K -210 -13%
AL
4185
ADE LLC
Maryland
$410K -$114K -445 -24%
RWM
4186
Ruedi Wealth Management
Illinois
$408K -$168K -660 -32%
LC
4187
Lavaca Capital
Texas
$408K
TWM
4188
Triton Wealth Management
Arizona
$407K +$350K +1,372 New
DFP
4189
Defined Financial Planning
California
$407K +$14.5K +57 +4%
BWG
4190
Boomfish Wealth Group
Georgia
$406K +$137K +537 +62%
WCM
4191
Warburton Capital Management
Oklahoma
$406K +$65.1K +255 +23%
CCM
4192
Chiron Capital Management
Florida
$405K
SIM
4193
Sterling Investment Management
Arizona
$405K
BDPWM
4194
Barnes Dennig Private Wealth Management
Ohio
$405K +$112K +439 +46%
MPW
4195
MGO Private Wealth
California
$404K -$2.55K -10 -0.7%
CCC
4196
Chelsea Counsel Company
California
$404K
NCMW
4197
Northern Capital Management (Washington)
Washington
$403K +$1.53K +6 +0.4%
MAM
4198
Marotta Asset Management
Virginia
$403K -$303K -1,189 -46%
IW
4199
Instrumental Wealth
Florida
$403K +$16.1K +63 +5%
SA
4200
Sicart Associates
New York
$402K

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.