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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
WCMN
826
Westchester Capital Management (Nebraska)
Nebraska
$25.2M -$329K -1,289 -1%
CPIG
827
Chicago Partners Investment Group
Illinois
$25.1M +$275K +1,078 +1%
ABTD
828
Arvest Bank Trust Division
Oklahoma
$25.1M -$4.36M -17,098 -17%
LF
829
Longbow Finance
Switzerland
$25.1M
DP
830
Dearborn Partners
Illinois
$25M -$5.82M -22,809 -21%
BWP
831
Barlow Wealth Partners
Kentucky
$25M -$316K -1,238 -1%
GAM
832
Gotham Asset Management
New York
$25M +$1.38M +5,403 +7%
CCM
833
Cohen Capital Management
California
$25M -$51K -200 -0.2%
WS
834
Wedbush Securities
California
$24.9M -$760K -2,978 -3%
IP
835
Interval Partners
New York
$24.9M +$1.55M +6,076 +8%
DR
836
Davis Rea
Ontario, Canada
$24.9M -$162K -635 -0.7%
DMIC
837
Dixon Mitchell Investment Counsel
British Columbia, Canada
$24.9M +$1.53M +5,999 +8%
ATPW
838
Ashton Thomas Private Wealth
Arizona
$24.8M -$324K -1,270 -1%
QCG
839
Quadrant Capital Group
Ohio
$24.7M +$2.07M +8,122 +11%
USCWA
840
U.S. Capital Wealth Advisors
Texas
$24.7M -$1.14M -4,452 -5%
MYAM
841
Meiji Yasuda Asset Management
Japan
$24.7M -$8.87M -34,777 -29%
FMC
842
First Merchants Corp
Indiana
$24.7M -$999K -3,916 -4%
NPT
843
Nixon Peabody Trust
Massachusetts
$24.6M -$95.2K -373 -0.4%
SFI
844
Siemens Fonds Invest
Germany
$24.5M +$1.23M +4,828 +6%
SHGA
845
Sand Hill Global Advisors
California
$24.5M +$142K +557 +0.7%
MA
846
Montag & Associates
Georgia
$24.5M -$336K -1,315 -2%
GWM
847
GDS Wealth Management
Texas
$24.4M +$185K +724 +0.9%
GIM
848
Generate Investment Management
New Zealand
$24.3M
DF
849
DNCA Finance
France
$24.3M +$65.3K +256 +0.3%
BIA
850
Biondo Investment Advisors
Pennsylvania
$24.2M -$135K -529 -0.6%

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.