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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
KPP
4676
Kings Path Partners
Texas
$90.2K
ACM
4677
Anfield Capital Management
California
$88.1K +$1.53K +6 +2%
MC
4678
Montag & Caldwell
Georgia
$87K
TIAAOA
4679
Teachers Insurance & Annuity Association of America
New York
$87K +$76.6K +300 New
HHGA
4680
Halbert Hargrove Global Advisors
California
$84.9K -$6.63K -26 -8%
MIM
4681
Meridiem Investment Management
United Kingdom
$81.2K
TVWM
4682
Tower View Wealth Management
Wisconsin
$80.9K +$510 +2 +0.7%
CI
4683
Clal Insurance
Israel
$77K -$13.3K -52 -16%
EWM
4684
Evolution Wealth Management
Florida
$76.8K +$67.6K +265 New
CAWM
4685
Capital A Wealth Management
Pennsylvania
$75.2K +$41.9K +164 +59%
PA
4686
Pineridge Advisors
Missouri
$71.4K +$2.81K +11 +5%
APW
4687
Atlantic Private Wealth
North Carolina
$70K +$10.7K +42 +21%
VWWMG
4688
Vermillion & White Wealth Management Group
Pennsylvania
$67.8K
DCM
4689
Disciplina Capital Management
Tennessee
$67.8K -$4.59K -18 -7%
RWA
4690
Redmont Wealth Advisors
Illinois
$66.1K +$40.6K +159 +230%
SHM
4691
Sagard Holdings Management
Ontario, Canada
$64.4K +$56.7K +222 New
CMA
4692
Cedar Mountain Advisors
Oregon
$63.2K
CAM
4693
Clarity Asset Management
Iowa
$62.9K +$25.8K +101 +87%
UIA
4694
Ulland Investment Advisors
Minnesota
$61K -$44.7K -175 -46%
HFS
4695
Horizon Financial Services
North Carolina
$60.9K +$1.79K +7 +3%
BMC
4696
Bear Mountain Capital
Washington
$58.8K -$3.83K -15 -7%
NECFA
4697
New England Capital Financial Advisors
Connecticut
$58.3K +$5.1K +20 +11%
LWA
4698
Lowe Wealth Advisors
Maryland
$58.3K
KSWA
4699
Kathleen S. Wright Associates
Pennsylvania
$58K
WOC
4700
West Oak Capital
California
$57.3K -$7.66K -30 -0.2%

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.