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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
FW
4726
Fairway Wealth
Ohio
$20.6K -$18.6K -73 -51%
JFG
4727
JDM Financial Group
Texas
$18.8K
DWA
4728
Delos Wealth Advisors
Texas
$18.6K +$16.3K +64 New
FLFS
4729
Family Legacy Financial Solutions
North Carolina
$15.7K +$13.8K +54 New
CWM
4730
Cedar Wealth Management
California
$14.8K +$6.89K +27 +113%
MDA
4731
Minot DeBlois Advisors
Massachusetts
$14.5K -$2.55K -10 -17%
PS
4732
PayPay Securities
Japan
$13.6K -$2.04K -8 -15%
LFA
4733
LGT Financial Advisors
Texas
$13K
FF
4734
Friedenthal Financial
New Jersey
$9.57K +$8.42K +33 New
KHC
4735
Koesten Hirschmann & Crabtree
Kansas
$8.93K +$7.91K +31 New
IMC
4736
Investment Management Corporation
Virginia
$8.41K
KIG
4737
Kessler Investment Group
Indiana
$7.77K
PIS
4738
POM Investment Strategies
North Carolina
$6.96K -$10.2K -40 -63%
PCA
4739
PMV Capital Advisers
Texas
$6.38K -$58.2K -228 -91%
FC
4740
Family CFO
California
$6.09K +$5.36K +21 New
FS
4741
Financially Speaking
Colorado
$4.35K +$3.83K +15 New
IA
4742
IFS Advisors
Kansas
$3.26K
BGWM
4743
Bridge Generations Wealth Management
Florida
$1.16K
RJA
4744
Ross\Johnson & Associates
Minnesota
$580 -$7.66K -30 -94%
HWM
4745
HighMark Wealth Management
Minnesota
$304 +$255 +1 New
CF
4746
Corebridge Financial
Texas
-$158M -646,036 Closed
FCI
4747
Financial Counselors Inc
Kansas
-$108M -441,452 Closed
CAU
4748
Caxton Associates (UK)
-$72.1M -293,738 Closed
PI
4749
PGGM Investments
Netherlands
-$67.6M -275,567 Closed
SFM
4750
Soros Fund Management
New York
-$56.7M -230,963 Closed

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.