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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
WFA
4326
Websterrogers Financial Advisors
South Carolina
$333K
WPWM
4327
Western Pacific Wealth Management
Illinois
$332K -$43.4K -170 -13%
FCM
4328
Family Capital Management
Michigan
$332K -$23.2K -91 -7%
RI
4329
Rinkey Investments
California
$332K +$292K +1,144 New
JWM
4330
JDH Wealth Management
California
$331K +$3.06K +12 +1%
HI
4331
Human Investing
Oregon
$330K +$766 +3 +0.3%
DI
4332
Disciplined Investments
Oklahoma
$329K -$9.7K -38 -3%
OCFG
4333
O'Connor Financial Group
Illinois
$329K +$10.7K +42 +4%
CIA
4334
Caerus Investment Advisors
Texas
$328K
LPFG
4335
Landing Point Financial Group
Ohio
$328K +$11.5K +45 +4%
CA
4336
Claris Advisors
Missouri
$327K -$335K -1,311 -54%
IAA
4337
Ironsides Asset Advisors
North Carolina
$327K +$24.2K +95 +9%
OWM
4338
Orgel Wealth Management
Wisconsin
$326K +$2.81K +11 +1%
LAM
4339
Lifestyle Asset Management
Texas
$324K +$25.5K +100 +10%
RL
4340
Retireful LLC
Michigan
$323K -$41.6K -163 -13%
AAM
4341
Auxier Asset Management
Oregon
$323K
UWM
4342
USAdvisors Wealth Management
Minnesota
$323K -$29.1K -114 -9%
SCM
4343
Stonehearth Capital Management
Massachusetts
$323K
JSA
4344
Jim Saulnier & Associates
Colorado
$323K +$510 +2 +0.2%
HWA
4345
Hilltop Wealth Advisors
North Carolina
$322K -$18.9K -74 -6%
AFS
4346
AFG Fiduciary Services
Massachusetts
$322K
Eagle Capital Management (New York)
4347
Eagle Capital Management (New York)
New York
$322K -$81.7K -320 -22%
NA
4348
Nautilus Advisors
California
$321K +$510 +2 +0.2%
WF
4349
Warner Financial
Maryland
$321K
AWP
4350
Astra Wealth Partners
New Jersey
$321K +$38.8K +152 +16%

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.