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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
AWP
4601
Accretive Wealth Partners
New Jersey
$207K +$182K +714 New
BHWM
4602
Bay Harbor Wealth Management
Maryland
$207K +$33.7K +132 +23%
SFA
4603
Seneca Financial Advisors
New York
$207K +$182K +713 New
NWM
4604
Navigoe Wealth Management
California
$206K
EPAM
4605
Evelyn Partners Asset Management
$206K
CWA
4606
Cornerstone Wealth Advisors
Minnesota
$205K +$180K +707 New
PCM
4607
Penserra Capital Management
California
$205K +$122K +480 +211%
SA
4608
SRN Advisors
Pennsylvania
$204K -$798K -3,126 -82%
SCA
4609
Stuart Chaussee & Associates
California
$204K +$51K +200 +40%
TCM
4610
Traub Capital Management
Massachusetts
$204K +$179K +703 New
PFA
4611
Pettinga Financial Advisors
Indiana
$204K +$179K +703 New
MFF
4612
Michels Family Financial
Texas
$203K +$179K +700 New
FAM
4613
Forte Asset Management
New York
$203K +$179K +700 New
VFG
4614
V2 Financial group
Illinois
$203K +$179K +700 New
PD
4615
Planning Directions
Pennsylvania
$202K -$220K -862 -55%
MG
4616
Marex Group
$202K -$6.88M -26,962 -97%
PF
4617
Penney Financial
Texas
$202K +$178K +698 New
PFA
4618
Peak Financial Advisors
Colorado
$201K +$177K +695 New
CCM
4619
Colorado Capital Management
Colorado
$201K +$177K +693 New
AAMC
4620
Asset Allocation & Management Company
Illinois
$201K +$177K +695 New
GVCM
4621
Global View Capital Management
Wisconsin
$201K +$177K +692 New
BWG
4622
Beta Wealth Group
California
$201K -$57.9K -227 -25%
VWA
4623
Valued Wealth Advisors
Utah
$197K -$19.1K -75 -10%
WCM
4624
WealthTrak Capital Management
Virginia
$193K +$18.4K +72 +12%
BCM
4625
Basso Capital Management
Connecticut
$190K

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.