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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
BCM
801
Bourgeon Capital Management
Connecticut
$26.7M -$601K -2,355 -2%
TSW
802
Thompson Siegel & Walmsley
Virginia
$26.7M -$230K -902 -1%
ECM
803
Evergreen Capital Management
Washington
$26.7M +$790K +3,095 +3%
FG
804
Fiduciary Group
Georgia
$26.6M -$103K -405 -0.4%
WBC
805
Westpac Banking Corp
Australia
$26.5M +$7.06M +27,680 +43%
PFM
806
Premier Fund Managers
United Kingdom
$26.1M +$86.8K +340 +0.4%
CFC
807
Cincinnati Financial Corp
Ohio
$26.1M
TMAM
808
Tokio Marine Asset Management
Japan
$26M +$1.16M +4,528 +5%
MWM
809
Mission Wealth Management
California
$25.9M +$301K +1,181 +1%
ECM
810
Eisler Capital Management
United Kingdom
$25.9M -$10.1M -39,588 -31%
DCM
811
Dupont Capital Management
Delaware
$25.8M -$4.25M -16,651 -16%
CNBT
812
Canandaigua National Bank & Trust
New York
$25.8M +$81.7K +320 +0.4%
TTWM
813
TCV Trust & Wealth Management
Virginia
$25.8M -$43.1K -169 -0.2%
EWM
814
Edge Wealth Management
New York
$25.8M -$363K -1,423 -2%
AHC
815
Anderson Hoagland & Co
Missouri
$25.7M -$382K -1,498 -2%
NC
816
NewSquare Capital
Pennsylvania
$25.7M +$924K +3,620 +4%
NMIMC
817
Northwestern Mutual Investment Management Company
Wisconsin
$25.7M -$70.2K -275 -0.3%
M
818
MOTCO
Texas
$25.6M -$417K -1,634 -2%
PS
819
Principal Securities
Iowa
$25.6M +$2.73M +10,692 +14%
BT
820
Banque Transatlantique
France
$25.5M -$9.9M -38,804 -31%
GC
821
Grimes & Company
Massachusetts
$25.3M -$744K -2,914 -3%
RWM
822
Ritholtz Wealth Management
New York
$25.3M +$2.11M +8,256 +10%
WIC
823
Woodmont Investment Counsel
Tennessee
$25.3M +$621K +2,433 +3%
SAM
824
Shell Asset Management
Netherlands
$25.2M +$5.93M +23,248 +36%
GP
825
Guardian Partners
Canada
$25.2M -$495K -1,938 -2%

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.