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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
IMCOOI
426
Investment Management Corp of Ontario (IMCO)
Canada
$77.3M -$24.2M -94,643 -26%
LMIM
427
Lockheed Martin Investment Management
Maryland
$77.1M -$16.6M -64,990 -20%
NSIM
428
North Star Investment Management
Illinois
$77M +$510 +2 +0%
DWP
429
Daymark Wealth Partners
Ohio
$77M +$3.13M +12,274 +5%
CA
430
Clearstead Advisors
Ohio
$76.6M +$2.91M +11,416 +5%
CWM
431
Congress Wealth Management
Massachusetts
$76.5M +$5.35M +20,959 +9%
GC
432
Guggenheim Capital
Illinois
$76.1M +$460K +1,802 +0.7%
AS
433
Aware Super
Australia
$75M +$479K +1,876 +0.7%
VLKIM
434
Van Lanschot Kempen Investment Management
Netherlands
$74.8M -$2.04M -8,003 -3%
RMA
435
Roffman Miller Associates
Pennsylvania
$74.6M -$588K -2,305 -0.9%
IGAM
436
iA Global Asset Management
Quebec, Canada
$74.1M -$12.7M -49,888 -16%
Envestnet Portfolio Solutions
437
Envestnet Portfolio Solutions
Illinois
$74M +$1.69M +6,634 +3%
BIAS
438
Beacon Investment Advisory Services
New Jersey
$74M -$2.14M -8,375 -3%
Pacer Advisors
439
Pacer Advisors
Pennsylvania
$73.6M +$11.2M +43,837 +21%
MG
440
Markel Group
Virginia
$73.2M
DWM
441
Dakota Wealth Management
Florida
$73.2M -$1.01M -3,969 -2%
MIFH
442
Migdal Insurance & Financial Holdings
Israel
$73M -$89.8K -352 -0.1%
CAG
443
Crestwood Advisors Group
Massachusetts
$72.8M -$187K -732 -0.3%
NC
444
Nicholas Company
Wisconsin
$72.5M -$2.12M -8,290 -3%
SCTC
445
Sanibel Captiva Trust Company
Florida
$72.4M -$126K -493 -0.2%
BBVA
446
Banco Bilbao Vizcaya Argentaria
Spain
$72.2M -$5.15M -20,200 -8%
BF
447
BOK Financial
Oklahoma
$72M +$358K +1,402 +0.6%
TAM
448
Todd Asset Management
Kentucky
$71.9M -$684K -2,679 -1%
Arrowstreet Capital
449
Arrowstreet Capital
Massachusetts
$71.6M +$56.5M +221,516 +873%
JEST
450
JTC Employer Solutions Trustee
Jersey
$71.5M -$15.5M -60,827 -20%

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.