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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
CWMGP
4201
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$401K +$78.3K +307 +29%
DWS
4202
Dynamic Wealth Strategies
California
$399K -$21.2K -83 -6%
AWM
4203
Avondale Wealth Management
Texas
$399K
EW
4204
Entruity Wealth
California
$397K
AWMG
4205
ADG Wealth Management Group
Louisiana
$397K +$19.1K +75 +6%
OPWM
4206
Oregon Pacific Wealth Management
Oregon
$396K -$3.57K -14 -1%
ORI
4207
Oak Ridge Investments
Illinois
$396K
LA
4208
Lakeside Advisors
Washington
$396K -$12.5K -49 -3%
GC
4209
Gibson Capital
Pennsylvania
$394K -$22.2K -87 -6%
WA
4210
Whipplewood Advisors
Colorado
$393K -$2.09M -8,182 -86%
HA
4211
Hanover Advisors
South Carolina
$393K
SBCM
4212
Silverberg Bernstein Capital Management
New York
$393K +$25.5K +100 +8%
JRFS
4213
James Reed Financial Services
Ohio
$392K
FF
4214
Foronjy Financial
California
$391K +$345K +1,350 New
PP
4215
PrairieView Partners
Minnesota
$391K
PWS
4216
Precision Wealth Strategies
Missouri
$391K +$344K +1,348 New
EC
4217
Eaton-Cambridge
Arizona
$391K +$15.6K +61 +5%
KWA
4218
Kondo Wealth Advisors
California
$390K -$2.04K -8 -0.6%
NQWM
4219
Northwest Quadrant Wealth Management
Oregon
$390K +$1.53K +6 +0.4%
HIM
4220
Harbour Investment Management
Washington
$390K
PFP
4221
Paragon Financial Partners
California
$389K +$255 +1 +0.1%
JFG
4222
JMG Financial Group
Illinois
$389K +$342K +1,341 New
GRA
4223
Golden Road Advisors
Florida
$389K +$16.8K +66 +5%
JPLA
4224
Joseph P. Lucia & Associates
New York
$388K
ACP
4225
Arcus Capital Partners
Georgia
$388K -$5.1K -20 -1%

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.