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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
LFG
551
Lazard Frères Gestion
France
$50.9M -$1.6M -6,286 -3%
IAA
552
Independent Advisor Alliance
North Carolina
$50.3M -$3M -11,762 -6%
PR
553
Payden & Rygel
California
$50.3M
CL
554
Choreo LLC
Illinois
$50.2M +$961K +3,764 +2%
EGA
555
Eagle Global Advisors
Texas
$50.2M -$530K -2,075 -1%
LCS
556
Levin Capital Strategies
New York
$50.2M -$628K -2,459 -1%
ECM
557
Estabrook Capital Management
New York
$50.2M -$959K -3,759 -2%
CB
558
Cooke & Bieler
Pennsylvania
$50M -$1.2M -4,717 -3%
CA
559
Cornerstone Advisors
North Carolina
$49.9M +$383K +1,500 +0.9%
RC
560
Randolph Company
Ohio
$49.6M +$185K +725 +0.4%
CTA
561
Chesley Taft & Associates
Illinois
$49.3M -$308K -1,208 -0.7%
WA
562
WestEnd Advisors
North Carolina
$49.1M -$5.91M -23,146 -12%
SSWM
563
Smith Salley Wealth Management
North Carolina
$49.1M +$998K +3,911 +2%
CTC
564
Central Trust Company
Missouri
$49M +$116K +453 +0.3%
CI
565
Capital International
California
$48.7M -$4.23M -16,577 -9%
HIMCH
566
Hartford Investment Management Co (HIMCO)
Connecticut
$48.6M -$737K -2,889 -2%
SC
567
SouthState Corp
Florida
$48.6M +$1.42M +5,555 +3%
LI
568
LMCG Investments
Massachusetts
$48.6M -$1.69M -6,625 -4%
DDPIC
569
Deroy & Devereaux Private Investment Counsel
Michigan
$48.5M -$986K -3,862 -2%
DCM
570
Discovery Capital Management
Connecticut
$48.4M +$42.6M +166,900 New
SF
571
Summit Financial
New Jersey
$48.3M +$11M +43,134 +35%
CTI
572
Community Trust & Investment
Kentucky
$48.2M -$650K -2,546 -2%
VIM
573
Vinva Investment Management
Australia
$48.2M +$10.7M +41,748 +33%
NB
574
Norinchukin Bank
Japan
$47.9M +$2.26M +8,872 +6%
DMC
575
Drexel Morgan & Co
Pennsylvania
$47.4M +$12.8M +50,000 +44%

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.