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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
TCCM
4451
Timber Creek Capital Management
Massachusetts
$277K
DWM
4452
Daner Wealth Management
Georgia
$277K +$241K +945 New
CCM
4453
Check Capital Management
California
$276K +$255 +1 +0.1%
LAS
4454
Lloyd Advisory Services
Georgia
$276K +$243K +952 New
CI
4455
Carroll Investors
South Carolina
$276K
AF
4456
AtlasMark Financial
Texas
$275K -$3.06K -12 -1%
NFW
4457
Noble Family Wealth
Florida
$275K
MWM
4458
Magnolia Wealth Management
Alabama
$275K
SFG
4459
Synergy Financial Group
California
$274K +$3.83K +15 +2%
AAM
4460
Austin Asset Management
Texas
$274K -$35.7K -140 -13%
CCM
4461
Cloud Capital Management
Washington
$273K +$104K +408 +78%
UI
4462
Unconventional Investor
New Hampshire
$273K -$14.3K -56 -6%
WWA
4463
Wealth Watch Advisors
Colorado
$272K +$49.3K +193 +20%
CWP
4464
Corepath Wealth Partners
Arizona
$272K
TIA
4465
Tandem Investment Advisors
South Carolina
$271K -$73.5K -288 -24%
VF
4466
Vawter Financial
Ohio
$270K -$776K -3,040 -77%
SAM
4467
Synergy Asset Management
Washington
$270K +$238K +931 New
RWM
4468
Rialto Wealth Management
New York
$269K +$8.93K +35 +4%
SCP
4469
Stevens Capital Partners
Nebraska
$269K +$235K +921 New
RPA
4470
Rock Point Advisors
Vermont
$268K
MFG
4471
Midwest Financial Group
Kansas
$268K +$1.02K +4 +0.4%
PWM
4472
PMG Wealth Management
Illinois
$268K +$236K +925 New
SCA
4473
Sander Capital Advisors
Washington
$268K
AAS
4474
AdviceOne Advisory Services
Connecticut
$268K
EWA
4475
Elevate Wealth Advisory
Georgia
$267K +$19.9K +78 +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.