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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
CWP
4651
Clark Wealth Partners
Illinois
$135K +$1.28K +5 +1%
RI
4652
Ridgewood Investments
New Jersey
$131K
CW
4653
Curio Wealth
Maryland
$128K +$112K +438 +10,950%
MWA
4654
Miller Wealth Advisors
Colorado
$125K
PPA
4655
Painted Porch Advisors
California
$125K -$2.55K -10 -2%
MSG
4656
Main Street Group
Virginia
$124K -$10.2K -40 -9%
IWM
4657
Inlight Wealth Management
Georgia
$124K
NCM
4658
Northwest Capital Management
Oregon
$122K -$9.44K -37 -8%
TWD
4659
True Wealth Design
Ohio
$120K +$5.87K +23 +6%
RTL
4660
Red Tortoise LLC
Georgia
$119K +$255 +1 +0.2%
DPW
4661
DiNuzzo Private Wealth
Pennsylvania
$118K +$766 +3 +0.7%
FCG
4662
Financial Connections Group
California
$116K +$15.3K +60 +17%
MAM
4663
Marquette Asset Management
Minnesota
$116K
LWMI
4664
Legacy Wealth Management (Idaho)
Idaho
$115K +$39.3K +154 +64%
LIS
4665
Legacy Investment Solutions
Idaho
$115K +$101K +396 New
PP
4666
Pingora Partners
Wyoming
$115K
MAWAG
4667
Mid-American Wealth Advisory Group
Missouri
$114K +$100K +393 New
RF
4668
Robinswood Financial
Washington
$109K
FGC
4669
Financial Gravity Companies
Texas
$106K +$93.1K +365 New
KG
4670
Kilter Group
New York
$99.2K +$87.3K +342 New
CWM
4671
Copia Wealth Management
Oregon
$98.9K +$1.79K +7 +2%
BFS
4672
Bare Financial Services
Pennsylvania
$96K +$27.1K +106 +47%
RF
4673
Robbins Farley
New Hampshire
$93.6K -$5.87K -23 -7%
RWS
4674
Retirement Wealth Solutions
Wisconsin
$90.8K
SFCL
4675
Strengthening Families & Communities LLC
Massachusetts
$90.7K -$18.6K -73 -19%

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.