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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
RCP
701
Rothschild Capital Partners
New York
$33.2M
OPCM
702
Osborne Partners Capital Management
California
$33M -$1.25M -4,891 -4%
RT
703
Rockland Trust
Massachusetts
$32.9M -$6.29M -24,661 -18%
STA
704
Summit Trail Advisors
New York
$32.8M +$3.61M +14,131 +14%
FMI
705
F/M Investments
District of Columbia
$32.7M -$224K -879 -0.8%
AWAG
706
ARS Wealth Advisors Group
Florida
$32.7M -$24K -94 -0.1%
PCMF
707
Private Capital Management (Florida)
Florida
$32.7M -$319K -1,251 -1%
MIM
708
Manitou Investment Management
Ontario, Canada
$32.6M +$77.1K +302 +0.3%
JCM
709
Janney Capital Management
Pennsylvania
$32.5M -$422K -1,653 -1%
NRG
710
Nemes Rush Group
Michigan
$32.4M -$3.33M -13,064 -10%
NFC
711
Northeast Financial Consultants
Connecticut
$32.4M -$2.29M -8,956 -7%
OIA
712
OneDigital Investment Advisors
Kansas
$32.3M -$5.88M -23,032 -17%
AWM
713
Absher Wealth Management
North Carolina
$32.2M -$1.7M -6,657 -6%
TYCC
714
Texas Yale Capital Corp
Florida
$32.2M +$235K +922 +0.8%
CTA
715
Colonial Trust Advisors
South Carolina
$32.1M -$218K -853 -0.8%
JPMIA
716
J.P. Marvel Investment Advisors
Massachusetts
$32M +$133K +521 +0.5%
CAM
717
Congress Asset Management
Massachusetts
$32M -$577K -2,262 -2%
SCA
718
Stillwater Capital Advisors
Pennsylvania
$32M -$119K -465 -0.4%
HSA
719
HBK Sorce Advisory
Pennsylvania
$31.9M -$3.95M -15,468 -12%
SFI
720
Susquehanna Fundamental Investments
Pennsylvania
$31.6M -$21.8M -85,486 -44%
CHAM
721
Clear Harbor Asset Management
Connecticut
$31.4M -$494K -1,936 -2%
Squarepoint
722
Squarepoint
New York
$31.4M -$148M -579,953 -84%
PMG
723
ProVise Management Group
Florida
$31.3M -$246K -965 -0.9%
CSP
724
Cary Street Partners
Virginia
$31.3M +$884K +3,463 +3%
GGS
725
Galvin Gaustad & Stein
Arizona
$31.3M -$2.24M -8,775 -8%

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.