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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
WTC
401
WhitTier Trust Company
Nevada
$90.2M +$99.3K +389 +0.1%
KPWS
402
Kestra Private Wealth Services
Texas
$89.8M +$454K +1,780 +0.6%
SIG
403
Senator Investment Group
New York
$89M +$78.3M +307,000 New
AA
404
Ancora Advisors
Ohio
$88.6M -$228K -895 -0.3%
CFG
405
Citizens Financial Group
Rhode Island
$88.5M -$408K -1,597 -0.5%
MHC
406
Meyer Handelman Company
New York
$87.3M +$387K +1,515 +0.5%
BP
407
BNP Paribas
France
$87.2M +$14.1M +55,369 +23%
WP
408
Woodline Partners
California
$87.2M +$16.4M +64,384 +27%
AUB
409
Atlantic Union Bankshares
Virginia
$87.1M +$39.2M +153,671 +105%
BPWM
410
Badgley Phelps Wealth Managers
Washington
$86.3M -$503K -1,973 -0.7%
SF
411
Synovus Financial
Georgia
$85.4M -$1.87M -7,315 -2%
First Manhattan
412
First Manhattan
New York
$85.1M -$2.24M -8,766 -3%
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$84.3M -$1.95M -7,640 -3%
MCI
414
McDonald Capital Investors
California
$84M +$13.2M +51,807 +22%
ATC
415
Argent Trust Co
Tennessee
$83.6M +$27.8K +109 +0%
TI
416
Tidal Investments
Wisconsin
$83.1M +$6.31M +24,715 +9%
AAP
417
Aristotle Atlantic Partners
Florida
$83M -$1.61M -6,313 -2%
WG
418
Welch Group
Alabama
$82.8M +$354K +1,386 +0.5%
BHC
419
Bowen Hanes & Co
Florida
$81.7M +$1.14M +4,450 +2%
SCP
420
Seizert Capital Partners
Michigan
$80.9M +$251K +985 +0.4%
EPIM
421
Evelyn Partners Investment Management
$80.6M +$6.79M +26,615 +11%
SAM
422
Silvercrest Asset Management
New York
$79.1M +$1.18M +4,620 +2%
RCM
423
RNC Capital Management
California
$78.8M -$113K -441 -0.2%
TAM
424
Tocqueville Asset Management
New York
$78M -$2.26M -8,842 -3%
Dodge & Cox
425
Dodge & Cox
California
$77.6M -$2.38M -9,340 -3%

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.