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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
CP
4501
Capital Planning
Washington
$256K -$292K -1,143 -56%
NCG
4502
Newport Capital Group
New Jersey
$256K +$225K +882 New
MKW
4503
Mullaney, Keating & Wright
Connecticut
$256K -$255 -1 -0.1%
HA
4504
HFG Advisors
Ohio
$253K +$222K +871 New
FLP
4505
Financial Life Planners
Arizona
$252K +$19.6K +77 +10%
ES
4506
ETF Store
Kansas
$251K +$4.34K +17 +2%
PWA
4507
Principia Wealth Advisory
Texas
$251K +$8.17K +32 +4%
LFA
4508
Legend Financial Advisors
Pennsylvania
$250K
JWM
4509
JFG Wealth Management
Colorado
$250K
DK
4510
David Kennon
Florida
$250K -$12.8K -50 -5%
BWMG
4511
Barnes Wealth Management Group
California
$249K -$11.7K -46 -5%
LAM
4512
Lummis Asset Management
Texas
$249K
MCA
4513
Maryland Capital Advisors
Maryland
$248K +$45.9K +180 +27%
AI
4514
Auour Investments
Massachusetts
$248K
TCFP
4515
Treasure Coast Financial Planning
Florida
$247K -$24.8K -97 -10%
PFC
4516
Phocas Financial Corp
California
$247K
HAFS
4517
Hapanowicz & Associates Financial Services
Pennsylvania
$246K
MJP
4518
Michael J. Puzo
$246K
FA
4519
Fortis Advisors
Pennsylvania
$246K -$99.3K -389 -31%
ACM
4520
Andina Capital Management
Utah
$246K +$217K +849 New
NJBEST
4521
New Jersey Better Educational Savings Trust
New Jersey
$246K -$554K -2,170 -72%
BCWM
4522
Ball & Co Wealth Management
Tennessee
$243K +$1.28K +5 +0.6%
LWA
4523
Lifelong Wealth Advisors
Minnesota
$243K +$214K +837 New
BWA
4524
BCU Wealth Advisors
Illinois
$241K +$1.02K +4 +0.5%
FWM
4525
Fonville Wealth Management
Virginia
$241K

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.