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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
EDRH
601
Edmond de Rothschild Holding
Switzerland
$42.7M +$10.6M +41,689 +39%
RIL
602
Rothschild Investment LLC
Illinois
$42.6M -$539K -2,111 -1%
CAM
603
Carret Asset Management
New York
$42.6M -$128K -503 -0.3%
LSERS
604
Louisiana State Employees Retirement System
Louisiana
$42.5M -$970K -3,800 -3%
WAS
605
Wesleyan Assurance Society
United Kingdom
$42.5M
FA
606
Fiduciary Alliance
South Carolina
$42.4M +$897K +3,516 +2%
CI
607
Conning Inc
Connecticut
$42.4M -$3.08M -12,081 -8%
MFAM
608
Motley Fool Asset Management
Virginia
$42.3M +$4.06M +15,910 +12%
FSA
609
Franklin Street Advisors
North Carolina
$42.2M -$977K -3,827 -3%
SAM
610
Securian Asset Management
Minnesota
$42.1M -$719K -2,816 -2%
GIBU
611
Gulf International Bank (UK)
United Kingdom
$41.8M -$4.41M -17,285 -11%
FFM
612
Fisher Funds Management
New Zealand
$41.8M -$1.96M -7,662 -5%
SCA
613
Snowden Capital Advisors
New York
$41.8M -$775K -3,036 -2%
WAM
614
Wilsey Asset Management
California
$41.7M -$54.6K -214 -0.1%
LBC
615
Lowe Brockenbrough & Co
Virginia
$41.6M -$525K -2,059 -1%
FCBT
616
First Citizens Bank & Trust
North Carolina
$41.5M +$2.29M +8,985 +7%
MAM
617
Madison Asset Management
Wisconsin
$41.5M -$2.66M -10,434 -7%
MIA
618
MMBG Investment Advisors
Florida
$41.5M -$436K -1,708 -1%
CC
619
Chicago Capital
Illinois
$41.2M +$21.3M +83,417 +142%
OCM
620
Osterweis Capital Management
California
$41.1M +$854K +3,345 +2%
PCM
621
Parsons Capital Management
Rhode Island
$40.7M -$25.8M -101,128 -42%
MAA
622
Matrix Asset Advisors
New York
$40.4M -$1.37M -5,378 -4%
VA
623
Vident Advisory
Georgia
$40.3M +$2.46M +9,634 +7%
LG
624
LaFleur & Godfrey
Michigan
$40.3M -$113K -442 -0.3%
LA
625
LBP AM
France
$40.1M +$4.3M +16,869 +14%

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.