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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
HSWM
4301
Hubbell Strickland Wealth Management
Louisiana
$343K +$1.02K +4 +0.3%
BFA
4302
Brown Financial Advisory
Alabama
$343K +$67.6K +265 +29%
PC
4303
Prairiewood Capital
North Dakota
$342K +$17.4K +68 +6%
FAC
4304
Financial Advisory Corporation
Michigan
$341K +$510 +2 +0.2%
LSWP
4305
Liberty Square Wealth Partners
Pennsylvania
$341K
IWP
4306
IAG Wealth Partners
Wisconsin
$341K
BIM
4307
Bullseye Investment Management
Ohio
$341K
CPA
4308
Clear Point Advisors
New York
$340K +$766 +3 +0.3%
CMS
4309
Capital Market Strategies
Florida
$339K +$19.6K +77 +7%
SAM
4310
Satovsky Asset Management
New York
$339K +$5.87K +23 +2%
CWM
4311
Concentrum Wealth Management
California
$339K +$41.3K +162 +16%
O3W
4312
Omni 360 Wealth
New Jersey
$338K +$255 +1 +0.1%
AAS
4313
Asset Allocation Strategies
Michigan
$338K +$510 +2 +0.2%
CWMS
4314
Cannon Wealth Management Services
North Carolina
$338K +$766 +3 +0.3%
VFIC
4315
Valley Forge Investment Consultants
Pennsylvania
$337K +$128K +503 +76%
BPW
4316
BLVD Private Wealth
Kentucky
$337K +$297K +1,164 New
AWA
4317
Alaska Wealth Advisors
Alaska
$337K +$297K +1,163 New
LPP
4318
Life Planning Partners
Florida
$337K +$25.5K +100 +9%
CSIA
4319
Conrad Siegel Investment Advisors
Pennsylvania
$337K -$5.87K -23 -2%
STCOSD
4320
Sageworth Trust Company of South Dakota
South Dakota
$336K
WFP
4321
Wrenne Financial Planning
Kentucky
$336K -$9.7K -38 -3%
MFG
4322
MTM Financial Group
Pennsylvania
$335K
SWP
4323
Significant Wealth Partners
Illinois
$335K -$2.55K -10 -0.9%
MSWA
4324
Marshall & Sterling Wealth Advisors
New York
$334K -$2.81K -11 -0.9%
SCB
4325
Saudi Central Bank
Saudi Arabia
$333K +$10.7K +42 +4%

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.