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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
AFG
776
Albion Financial Group
Utah
$27.8M +$151K +592 +0.6%
TW
777
TritonPoint Wealth
Maryland
$27.8M -$499K -1,954 -2%
IEFM
778
IQ EQ Fund Management
Ireland
$27.6M -$300K -1,175 -1%
GIA
779
GHP Investment Advisors
Colorado
$27.5M +$135K +529 +0.6%
LIM
780
Leavell Investment Management
Alabama
$27.5M +$469K +1,838 +2%
CIM
781
Courant Investment Management
Tennessee
$27.5M
EIP
782
Easterly Investment Partners
Massachusetts
$27.5M -$576K -2,256 -2%
LNWWM
783
Laird Norton Wetherby Wealth Management
California
$27.4M +$24.1M +94,569 New
BWP
784
Baldwin Wealth Partners
Massachusetts
$27.3M +$73.5K +288 +0.3%
BFIM
785
Beese Fulmer Investment Management
Ohio
$27.3M +$696K +2,728 +3%
CM
786
Cercano Management
Washington
$27.3M +$24M +94,073 New
TIM
787
Thornburg Investment Management
New Mexico
$27.1M -$124M -484,408 -84%
RPC
788
Rossmore Private Capital
Connecticut
$27.1M -$248K -971 -1%
FSA
789
Fort Sheridan Advisors
Illinois
$27M -$167K -656 -0.7%
NEI
790
Northwest & Ethical Investments
Ontario, Canada
$26.9M -$2.62M -10,254 -10%
CAM
791
Cidel Asset Management
Ontario, Canada
$26.9M -$1.96M -7,674 -8%
GRP
792
Global Retirement Partners
California
$26.9M +$23.7M +92,725 New
CFIA
793
Cantor Fitzgerald Investment Advisors
New York
$26.9M -$109K -427 -0.5%
BFA
794
Bragg Financial Advisors
North Carolina
$26.8M -$134K -524 -0.6%
CF
795
Covea Finance
France
$26.8M +$7.89M +30,900 +50%
WB
796
Webster Bank
Connecticut
$26.8M -$1.03M -4,044 -4%
WC
797
Whitney & Co
New York
$26.8M -$308K -1,207 -1%
HTIM
798
Harbour Trust & Investment Management
Indiana
$26.8M -$14.3K -56 -0.1%
IBOK
799
Independence Bank of Kentucky
Kentucky
$26.7M -$138K -540 -0.6%
MOS
800
MGO One Seven
Ohio
$26.7M +$187K +733 +0.8%

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.