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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
SF
4551
Schaeffer Financial
Maryland
$231K +$204K +798 New
SPA
4552
Sentinel Pension Advisors
Massachusetts
$231K +$204K +798 New
EMB
4553
Elefante Mark B
$231K +$203K +797 New
VWM
4554
Vermillion Wealth Management
Minnesota
$230K +$510 +2 +0.3%
SWAG
4555
Spectrum Wealth Advisory Group
California
$229K +$202K +791 New
LSL
4556
Legacy Solutions LLC
Pennsylvania
$229K +$201K +789 New
OFP
4557
OFC Financial Planning
New Jersey
$228K +$201K +788 New
WCM
4558
Wellington Capital Management
Maryland
$227K +$200K +784 New
NBWM
4559
North Berkeley Wealth Management
California
$226K +$199K +781 New
PAM
4560
PVG Asset Management
Colorado
$226K +$199K +780 New
SWA
4561
Sightline Wealth Advisors
Connecticut
$226K +$199K +779 New
FFS
4562
Fortress Financial Solutions
Arizona
$226K +$199K +779 New
EWM
4563
Elite Wealth Management
Washington
$224K +$197K +773 New
TA
4564
Teramo Advisors
Florida
$224K +$197K +772 New
NA
4565
Note Advisors
New York
$224K +$197K +771 New
DJYG
4566
David J. Yvars Group
Florida
$223K +$196K +768 New
PC
4567
Promus Capital
Illinois
$222K +$510 +2 +0.3%
OC
4568
Optima Capital
Oregon
$222K +$195K +764 New
NPAN
4569
Northeast Planning Associates NH
New Hampshire
$221K +$195K +764 New
IFA
4570
Independence Financial Advisors
New Hampshire
$219K +$193K +756 New
CISOA
4571
Capital Investment Services of America
Wisconsin
$218K -$19.4K -76 -9%
CEI
4572
Clark Estates Inc
New York
$217K +$191K +750 New
WCM
4573
Wealthcare Capital Management
Virginia
$217K -$154K -604 -45%
SWM
4574
SK Wealth Management
Rhode Island
$216K +$195K +764 New
RPCA
4575
Running Point Capital Advisors
California
$216K +$190K +746 New

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.