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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
HCMG
501
Howard Capital Management Group
California
$59.7M -$624K -2,445 -1%
Impax Asset Management Group
502
Impax Asset Management Group
United Kingdom
$59.3M +$6.05M +23,715 +13%
MCM
503
Mill Capital Management
North Carolina
$59.2M -$1.03M -4,055 -2%
SWP
504
Stratos Wealth Partners
Ohio
$59.2M +$1.07M +4,211 +2%
HIMC
505
Heritage Investors Management Corp
Maryland
$59.1M -$1.09M -4,265 -2%
PWP
506
Perfromance Wealth Partners
Illinois
$59M +$1.03M +4,036 +2%
EH
507
Equitable Holdings
New York
$58.7M +$3.43M +13,446 +7%
KIA
508
KCM Investment Advisors
California
$58.1M +$4.84M +18,969 +10%
OC
509
Oakworth Capital
Alabama
$58.1M +$396K +1,550 +0.8%
CI
510
Cambiar Investors
Colorado
$58M -$1.36M -5,339 -3%
KFC
511
Klingenstein Fields & Co
New York
$58M -$1.41M -5,509 -3%
BPCE
512
Bank Pictet & Cie (Europe)
Germany
$57.9M +$1.51M +5,917 +3%
MLL
513
Moody Lynn & Lieberson
Massachusetts
$57.7M +$552K +2,162 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
514
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$57.7M -$10.4M -40,731 -17%
LS
515
Livforsakringsbolaget Skandia
Sweden
$57.5M +$7.99M +31,300 +19%
HAG
516
HighPoint Advisor Group
Illinois
$57.3M -$290K -1,135 -0.6%
NIM
517
Nexus Investment Management
Ontario, Canada
$57.2M -$307K -1,203 -0.6%
NIM
518
Northeast Investment Management
Massachusetts
$57.2M -$706K -2,765 -1%
HWM
519
HB Wealth Management
Georgia
$57.2M -$5.61M -21,978 -10%
MCM
520
Marsico Capital Management
Colorado
$57.1M +$6.51M +25,491 +15%
KRS
521
Kentucky Retirement Systems
Kentucky
$56.6M +$872K +3,416 +2%
Two Sigma Investments
522
Two Sigma Investments
New York
$56.4M +$46M +180,383 +1,262%
VF
523
Vest Financial
Virginia
$56.4M +$2.69M +10,525 +6%
MWM
524
Meridian Wealth Management
Kentucky
$56.4M +$150K +586 +0.3%
WBG
525
Wharton Business Group
Pennsylvania
$56.3M -$5.35M -20,965 -10%

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.