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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
EA
4626
Evolution Advisers
Virginia
$188K
DF
4627
DecisionPoint Financial
Arizona
$184K +$6.13K +24 +4%
SRCM
4628
Signature Resources Capital Management
California
$183K +$40.1K +157 +33%
MFG
4629
Mendota Financial Group
Wisconsin
$183K -$2.04K -8 -1%
CCMI
4630
Creative Capital Management Investments
California
$177K +$2.81K +11 +2%
CW
4631
Cooksen Wealth
Texas
$176K -$8.93K -35 -5%
HHMI
4632
Howard Hughes Medical Institute
Maryland
$175K +$154K +605 New
CCM
4633
Carderock Capital Management
Maryland
$174K +$153K +600 New
MS
4634
Marshall & Sullivan
Washington
$174K +$153K +599 New
FNWA
4635
Financial Network Wealth Advisors
Utah
$171K
EP
4636
Essential Partners
California
$171K +$151K +590 New
KWM
4637
Kiker Wealth Management
Georgia
$170K -$107K -418 -42%
SVWA
4638
Sarver Vrooman Wealth Advisors
Missouri
$168K -$24.8K -97 -14%
SFO
4639
Standard Family Office
South Dakota
$167K
T
4640
TOBAM
France
$166K +$146K +573 New
SAM
4641
Sherman Asset Management
California
$165K
APW
4642
Acima Private Wealth
Virginia
$165K
WFA
4643
West Financial Advisors
Iowa
$164K
Walleye Capital
4644
Walleye Capital
New York
$161K -$3.12M -12,213 -96%
HCM
4645
Horrell Capital Management
Arkansas
$159K
AAG
4646
Accordant Advisory Group
Maryland
$145K -$255 -1 -0.2%
WW
4647
Winnow Wealth
Texas
$145K +$105K +411 +462%
MFT
4648
Moisand Fitzgerald Tamayo
Florida
$144K
WTFG
4649
Wood Tarver Financial Group
Idaho
$143K +$11.5K +45 +10%
PWM
4650
Parkworth Wealth Management
California
$137K +$11.7K +46 +11%

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.