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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
HWM
4701
Horizons Wealth Management
North Carolina
$53.6K -$3.83K -15 -8%
CG
4702
Curat Global
New Hampshire
$52.2K +$11.5K +45 +33%
MCA
4703
Midwest Capital Advisors
Michigan
$52.1K
MBFW
4704
Morton Brown Family Wealth
Pennsylvania
$47.1K +$255 +1 +0.6%
ICCON
4705
Investment Counsel Company of Nevada
Nevada
$45.6K +$255 +1 +0.6%
CJH
4706
Christopher J. Hasenberg
Wisconsin
$45.2K +$27.1K +106 +212%
SC
4707
Swan Capital
Florida
$44.9K +$7.66K +30 +24%
DRP
4708
Decker Retirement Planning
Utah
$43.8K
CWA
4709
Carolina Wealth Advisors
South Carolina
$43.2K
PMIM
4710
Prudent Man Investment Management
Colorado
$42.7K
CIR
4711
Clear Investment Research
Georgia
$39.5K +$255 +1 +0.7%
WCM
4712
Westend Capital Management
California
$39.1K +$8.42K +33 +32%
BIM
4713
Breakwater Investment Management
Washington
$36.8K
RIM
4714
Ryan Investment Management
Colorado
$36.8K +$32.4K +127 New
TFG
4715
Team Financial Group
California
$35.1K +$30.9K +121 New
RPA
4716
Redwood Park Advisors
California
$34.8K
MAFA
4717
MJT & Associates Financial Advisory
Minnesota
$33.6K
MAS
4718
MPWM Advisory Solutions
Georgia
$32.2K -$52.6K -206 -65%
MS
4719
Mizuho Securities
Japan
$31.9K +$23K +90 +450%
1L
4720
10Elms LLP
Oklahoma
$29K
GAG
4721
Goodman Advisory Group
Massachusetts
$27K
HAP
4722
Harbor Asset Planning
Massachusetts
$26.4K +$23.2K +91 New
ATC
4723
Advantage Trust Company
Kansas
$26.1K
HIA
4724
HFM Investment Advisors
New Jersey
$25.2K +$8.17K +32 +58%
FG
4725
Fairman Group
Pennsylvania
$22.5K +$255 +1 +1%

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.