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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
CIAS
4226
CBIZ Investment Advisory Services
Ohio
$386K -$8.42K -33 -2%
CWA
4227
Clarus Wealth Advisors
Arizona
$386K -$30.4K -119 -8%
RWML
4228
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$385K +$73.5K +288 +28%
TWM
4229
Tumwater Wealth Management
Idaho
$385K
WCP
4230
Wick Capital Partners
Pennsylvania
$383K +$1.45M +5,667 +441%
ZRP
4231
Zynergy Retirement Planning
New Jersey
$383K +$33.7K +132 +11%
VR
4232
Valued Retirements
Texas
$382K -$14.5K -57 -4%
ST
4233
Sageworth Trust
Pennsylvania
$382K -$106K -414 -24%
QP
4234
Quartz Partners
New York
$381K +$46.7K +183 +16%
HC
4235
Hoese & Co
Minnesota
$380K +$38.3K +150 +13%
PTCG
4236
Pring Turner Capital Group
California
$378K
PPWM
4237
Perissos Private Wealth Management
Oklahoma
$378K -$3.83K -15 -1%
RFN
4238
Redwood Financial Network
Ohio
$377K -$40.8K -160 -11%
PCC
4239
Park Circle Company
Maryland
$377K
DWM
4240
David Wealth Management
Virginia
$377K +$3.06K +12 +0.9%
IWS
4241
Integrity Wealth Solutions
Colorado
$377K +$510 +2 +0.2%
AWM
4242
Austin Wealth Management
Texas
$377K -$1.28K -5 -0.4%
CFP
4243
Curran Financial Partners
South Carolina
$375K +$53.8K +211 +19%
GWA
4244
Geometric Wealth Advisors
District of Columbia
$374K +$17.9K +70 +6%
DF
4245
Dunhill Financial
United Kingdom
$374K +$181K +708 +113%
SCM
4246
Sage Capital Management
New Jersey
$373K +$1.28K +5 +0.4%
D
4247
Dentgroup
Louisiana
$373K +$510 +2 +0.2%
KFG
4248
Kelly Financial Group
Connecticut
$373K +$21.4K +84 +7%
FWA
4249
FOCUS Wealth Advisors
Texas
$373K -$17.6K -69 -5%
CWA
4250
Continuum Wealth Advisors
New York
$372K

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.