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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
PMG
651
Private Management Group
California
$37.6M +$8.68M +34,022 +36%
BEI
652
Benjamin Edwards Inc
Missouri
$37.5M +$1.02M +4,005 +3%
AP
653
Appleton Partners
Massachusetts
$37.4M -$2.59M -10,159 -7%
AIMC
654
Alley Investment Management Company
Illinois
$37.3M -$240K -940 -0.7%
AAIS
655
ABN AMRO Investment Solutions
$37.2M -$2.93M -11,483 -8%
DWT
656
Dorsey & Whitney Trust
South Dakota
$37.1M -$354K -1,387 -1%
AWA
657
Arkadios Wealth Advisors
Georgia
$37.1M +$3.04M +11,918 +10%
CIA
658
Choate Investment Advisors
Massachusetts
$36.9M +$1.28M +5,034 +4%
PP
659
Patten & Patten
Tennessee
$36.8M -$912K -3,575 -3%
TBA
660
Tower Bridge Advisors
Pennsylvania
$36.8M -$1.06M -4,159 -3%
MC
661
Moors & Cabot
Massachusetts
$36.7M -$244K -958 -0.8%
NCM
662
Narwhal Capital Management
Georgia
$36.7M -$1.04M -4,091 -3%
SMFG
663
Sumitomo Mitsui Financial Group
Japan
$36.5M +$494K +1,935 +2%
SGK
664
Steigerwald Gordon & Koch
Virginia
$36.5M -$205K -804 -0.6%
OA
665
Oak Associates
Ohio
$36.4M -$2.72M -10,677 -8%
PCM
666
Palisade Capital Management
New Jersey
$36.4M -$770K -3,019 -2%
KWM
667
Kingsview Wealth Management
Oregon
$36.3M +$226K +885 +0.7%
DI
668
DKRT Investments
$36.2M +$31.9M +125,000 New
ALMGDA
669
AG2R La Mondiale Gestion d'Actifs
France
$36.2M +$58.7K +230 +0.2%
SBCM
670
Schwerin Boyle Capital Management
Massachusetts
$36.1M -$3.95M -15,493 -11%
FTWA
671
Fifth Third Wealth Advisors
Ohio
$36.1M +$4.24M +16,620 +15%
BWFA
672
Baltimore-Washington Financial Advisors
Maryland
$36.1M +$1.4M +5,471 +5%
VV
673
Verity & Verity
South Carolina
$36M -$523K -2,051 -2%
PWM
674
Perigon Wealth Management
California
$35.8M -$479K -1,878 -1%
AHB
675
Abner Herrman & Brock
New Jersey
$35.7M -$1.25M -4,897 -4%

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.