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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
UOTTAIMCU
4351
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$320K
AA
4352
ACT Advisors
North Carolina
$320K +$31.1K +122 +12%
TFA
4353
TPG Financial Advisors
Oregon
$319K -$255 -1 -0.1%
ECAM
4354
East Coast Asset Management
Massachusetts
$319K
ZAM
4355
Zevin Asset Management
Massachusetts
$318K +$12K +47 +4%
MPM
4356
MBB Public Markets
Illinois
$318K -$62.5K -245 -18%
WH
4357
Whitcomb & Hess
Ohio
$317K -$50K -196 -15%
TCM
4358
TD Capital Management
Tennessee
$317K +$107K +421 +63%
MPW
4359
MA Private Wealth
California
$317K
SFM
4360
Stack Financial Management
Montana
$316K
PWM
4361
Parkshore Wealth Management
California
$316K
MFA
4362
McClarren Financial Advisors
Pennsylvania
$316K -$16.1K -63 -5%
IHWM
4363
Iron Horse Wealth Management
Iowa
$316K -$44.7K -175 -14%
NERM
4364
New England Research & Management
Illinois
$316K +$6.13K +24 +2%
RH
4365
RFG Holdings
Texas
$316K +$32.9K +129 +13%
LWA
4366
LifeGoal Wealth Advisors
New York
$315K +$278K +1,088 New
SA
4367
Skyline Advisors
Washington
$315K -$7.14K -28 -3%
VI
4368
VanderPol Investments
Michigan
$313K -$10.7K -42 -4%
DFG
4369
Demars Financial Group
Washington
$313K +$275K +1,078 New
NOI
4370
Newton One Investments
Delaware
$312K +$1.53K +6 +0.6%
STFP
4371
Signal Tree Financial Partners
Ohio
$311K -$8.42K -33 -3%
CC
4372
Capstone Capital
Nevada
$311K
AFO
4373
Arrowroot Family Office
California
$310K +$273K +1,069 New
EP
4374
EPIQ Partners
Minnesota
$310K
4WM
4375
4J Wealth Management
Virginia
$310K +$1.28K +5 +0.5%

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.