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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
PFA
4401
Petra Financial Advisors
Colorado
$298K -$2.81K -11 -1%
ARG
4402
Advisory Resource Group
Oklahoma
$297K -$17.1K -67 -6%
AW
4403
Avion Wealth
Texas
$297K -$72.2K -283 -22%
AC
4404
Annandale Capital
Texas
$297K
TCM
4405
Tradewinds Capital Management
Washington
$297K -$13.5K -53 -5%
W
4406
WorthPointe
California
$295K -$107K -418 -29%
DKCM
4407
Davidson Kahn Capital Management
California
$295K
CCAL
4408
City Center Advisors LLC
Michigan
$294K +$35.2K +138 +16%
MA
4409
MAS Advisors
Florida
$294K +$255 +1 +0.1%
FGG
4410
Financial Guidance Group
Florida
$293K
SWM
4411
StoneCrest Wealth Management
Arizona
$293K +$2.81K +11 +1%
SMF
4412
Sterling Manor Financial
New York
$293K +$5.1K +20 +2%
KA
4413
Kure Advisory
Minnesota
$292K -$1.79K -7 -0.7%
SF
4414
SWP Financial
California
$292K
GC
4415
Gruss & Co
Florida
$290K -$255K -1,000 -50%
CA
4416
Cumberland Advisors
Florida
$290K -$93.7K -367 -27%
BT
4417
Brandywine Trust
Delaware
$290K
MAA
4418
Mraz Amerine & Associates
California
$290K -$25.5K -100 -9%
AV
4419
Aspiring Ventures
Ohio
$289K -$1.79K -7 -0.7%
FPW
4420
Flagship Private Wealth
Massachusetts
$289K +$1.02K +4 +0.4%
MA
4421
McGrath & Associates
North Carolina
$289K
EIA
4422
Eastover Investment Advisors
North Carolina
$288K +$40.3K +158 +19%
AWM
4423
AAF Wealth Management
Massachusetts
$287K -$20.2K -79 -7%
KRW
4424
Kaufman Rossin Wealth
Florida
$286K +$20.2K +79 +9%
HWM
4425
HRC Wealth Management
Idaho
$286K +$255 +1 +0.1%

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.