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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
N
26
Nuveen
North Carolina
$4.51B -$165M -644,703 -4%
Fisher Asset Management
27
Fisher Asset Management
Washington
$4.46B -$764M -2,993,722 -16%
Raymond James Financial
28
Raymond James Financial
Florida
$4.21B -$22.7M -88,912 -0.6%
Barclays
29
Barclays
United Kingdom
$4.21B +$628M +2,462,177 +20%
Invesco
30
Invesco
Georgia
$4.16B +$147M +577,860 +4%
Franklin Resources
31
Franklin Resources
California
$3.77B -$60.3M -236,337 -2%
Deutsche Bank
32
Deutsche Bank
Germany
$2.89B -$251M -982,933 -9%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$2.62B +$52.2M +204,523 +2%
DZ Bank
34
DZ Bank
Germany
$2.18B +$19.5M +76,413 +1%
Boston Partners
35
Boston Partners
Massachusetts
$2.12B -$7.24M -28,388 -0.4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.11B +$51.7M +202,787 +3%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$2.02B -$133M -522,055 -7%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$1.97B +$14.3M +56,033 +0.8%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.96B -$8.65M -33,882 -0.5%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$1.88B +$149M +585,152 +10%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.81B +$38.6M +151,170 +2%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$1.66B -$95.4M -373,785 -6%
AllianceBernstein
43
AllianceBernstein
Tennessee
$1.63B +$34.5M +135,070 +2%
Citigroup
44
Citigroup
New York
$1.62B +$69.2M +271,024 +5%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.6B -$104M -405,978 -7%
Amundi
46
Amundi
France
$1.58B -$88.3M -345,982 -6%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$1.58B +$85.5M +335,218 +7%
Bessemer Group
48
Bessemer Group
New Jersey
$1.57B -$4.99M -19,548 -0.4%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$1.55B +$88M +344,668 +7%
Principal Financial Group
50
Principal Financial Group
Iowa
$1.54B -$23.8M -93,404 -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.