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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
HPA
4576
High Probability Advisors
New York
$215K +$190K +743 New
ACM
4577
Avos Capital Management
Washington
$215K +$190K +743 New
SIM
4578
Synergy Investment Management
Florida
$215K +$255 +1 +0.1%
FPTW
4579
Franklin, Parlapiano, Turner & Welch
Texas
$215K +$189K +741 New
RC
4580
Rahlfs Capital
Texas
$214K -$25.5K -100 -12%
TF
4581
TME Financial
California
$214K +$188K +737 New
WAM
4582
WFA Asset Management
Wisconsin
$213K -$41.6K -163 -13%
UW
4583
Unique Wealth
Florida
$213K +$187K +733 New
CPW
4584
Crestmont Private Wealth
Texas
$212K +$187K +732 New
OFG
4585
Opulen Financial Group
Virginia
$212K +$186K +730 New
LWM
4586
Luminvest Wealth Management
Arizona
$211K +$186K +728 New
WWA
4587
Wingate Wealth Advisors
Massachusetts
$210K +$185K +726 New
CIM
4588
Confluence Investment Management
Missouri
$210K -$31.6K -124 -15%
RW
4589
REDW Wealth
New Mexico
$210K +$185K +723 New
T
4590
Tidemark
California
$210K +$3.06K +12 +2%
MFS
4591
Miller Financial Services
Michigan
$209K +$185K +723 New
WA
4592
WPG Advisers
Maryland
$209K -$7.14K -28 -4%
GPW
4593
Gray Private Wealth
Massachusetts
$209K +$184K +721 New
SA
4594
Sage Advisors
Colorado
$209K +$183K +719 New
BFP
4595
Briaud Financial Planning
Texas
$208K +$3.83K +15 +2%
SB
4596
Semitam Bonam
New York
$208K +$183K +717 New
OWM
4597
Opes Wealth Management
California
$208K -$108K -423 -37%
RIG
4598
Renaissance Investment Group
Massachusetts
$208K +$183K +716 New
PWA
4599
PCG Wealth Advisors
Kansas
$207K -$53.3K -209 -23%
MAV
4600
Mason & Associates (Virginia)
Virginia
$207K +$182K +715 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.