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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
BBW
4251
Blue Barn Wealth
Utah
$371K +$87.8K +344 +37%
EW
4252
Enzi Wealth
Texas
$371K +$255 +1 +0.1%
AFAS
4253
Acorn Financial Advisory Services
Virginia
$371K -$3.32K -13 -1%
CA
4254
Crane Advisory
California
$370K
GWSA
4255
Global Wealth Strategies & Associates
Colorado
$370K +$3.57K +14 +1%
VWM
4256
Verus Wealth Management
Wisconsin
$370K
PSC
4257
Prentiss Smith & Co
Vermont
$368K
FWM
4258
FMB Wealth Management
California
$368K +$6.38K +25 +2%
B
4259
Bellecapital
Switzerland
$366K
RCM
4260
Richardson Capital Management
Wisconsin
$366K -$1.28K -5 -0.4%
LGW
4261
Leslie Global Wealth
Illinois
$365K +$20.4K +80 +7%
MLFP
4262
MPS Loria Financial Planners
Illinois
$365K +$766 +3 +0.2%
KLI
4263
Kelman-Lazarov Inc
Tennessee
$364K +$46.4K +182 +17%
AP
4264
Aspect Partners
Virginia
$364K +$14K +55 +5%
CPA
4265
Cathy Pareto & Associates
Florida
$364K -$51.5K -202 -14%
VMMC
4266
V.M. Manning & Co
South Carolina
$363K +$306K +1,201 New
FSWA
4267
Financial Synergies Wealth Advisors
Texas
$363K +$64.3K +252 +25%
SCM
4268
Saxony Capital Management
Missouri
$363K -$47.5K -186 -13%
VAM
4269
Verity Asset Management
North Carolina
$362K -$2.55K -10 -0.8%
BA
4270
Ballew Advisors
Mississippi
$361K +$510 +2 +0.2%
GCM
4271
G2 Capital Management
Ohio
$361K -$9.19K -36 -3%
GFP
4272
Guardian Financial Partners
California
$360K +$20.2K +79 +7%
PIA
4273
Panoramic Investment Advisors
Colorado
$360K
PRRFG
4274
Paul R. Ried Financial Group
Washington
$359K +$7.4K +29 +2%
CWM
4275
CarsonAllaria Wealth Management
Illinois
$359K -$2.81K -11 -0.9%

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.