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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
EIP
4826
Ellis Investment Partners
Pennsylvania
-$235K -958 Closed
CB
4827
Chris Bulman
California
-$230K -938 Closed
BHWA
4828
Beacon Harbor Wealth Advisors
Virginia
-$227K -926 Closed
TCTWM
4829
Three Cord True Wealth Management
Pennsylvania
-$226K -920 Closed
UFF
4830
USA Financial Formulas
Michigan
-$225K -918 Closed
DC
4831
Diametric Capital
Massachusetts
-$225K -917 Closed
CIG
4832
CHB Investment Group
Pennsylvania
-$215K -878 Closed
PFM
4833
Peak Financial Management
Massachusetts
-$214K -872 Closed
SSWG
4834
Seven Springs Wealth Group
Tennessee
-$213K -869 Closed
TI
4835
TrueMark Investments
Illinois
-$213K -867 Closed
CCMT
4836
CMT Capital Markets Trading
Germany
-$217K -849 Closed
RA
4837
Rodgers & Associates
Pennsylvania
-$208K -848 Closed
HCC
4838
Hirtle Callaghan & Co
Pennsylvania
-$203K -826 Closed
XC
4839
XY Capital
Hong Kong
-$197K -804 Closed
GWMI
4840
Guardian Wealth Management (Illinois)
Illinois
-$164K -668 Closed
RCA
4841
Runnymede Capital Advisors
Ohio
-$160K -653 Closed
WAOTB
4842
Wealth Advisors of Tampa Bay
Florida
-$157K -640 Closed
AF
4843
Abound Financial
California
-$108K -440 Closed
EFMH
4844
E Fund Management (HK)
Hong Kong
-$86K -349 Closed
PPWM
4845
PFG Private Wealth Management
Florida
-$30.7K -125 Closed
UOIF
4846
University of Illinois Foundation
Illinois
-$30.5K -125 Closed
KFGG
4847
Keystone Financial Group (Georgia)
Georgia
-$18.4K -74 Closed
RA
4848
Resolute Advisors
California
-$16.2K -66 Closed
CFS
4849
Compass Financial Services
Iowa
-$7.6K -31 Closed
CCM
4850
Campbell Capital Management
Florida
-$1.23K -5 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.