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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
GIA
851
Gladstone Institutional Advisory
Florida
$24.1M +$846K +3,314 +4%
GWM
852
Geneos Wealth Management
Colorado
$24.1M -$11.9M -46,648 -36%
NRC
853
New Republic Capital
North Carolina
$24.1M +$14.4M +56,424 +211%
CC
854
Courier Capital
New York
$24.1M -$405K -1,586 -2%
KRSITF
855
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$24M +$312K +1,224 +1%
OCBCO
856
Oversea-Chinese Banking Corp (OCBC)
Singapore
$24M -$4.21M -16,496 -17%
VCA
857
Verdence Capital Advisors
Maryland
$23.9M +$610K +2,389 +3%
DAS
858
Dynamic Advisor Solutions
Arizona
$23.9M -$52.3K -205 -0.2%
ACP
859
Aviance Capital Partners
Florida
$23.9M -$125K -488 -0.6%
FFM
860
Forum Financial Management
Illinois
$23.8M +$424K +1,662 +2%
JSSH
861
J. Safra Sarasin Holding
$23.8M -$1.51M -5,913 -7%
JWM
862
JGP Wealth Management
Oregon
$23.7M +$30.4K +119 +0.1%
LNB
863
Ledyard National Bank
$23.6M -$412K -1,616 -2%
RPI
864
Railway Pension Investments
United Kingdom
$23.5M -$17.1M -66,900 -45%
FNFDCM
865
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$23.4M -$463K -1,813 -2%
AG
866
Ascent Group
Virginia
$23.4M +$1.62M +6,346 +9%
WF
867
WoodTrust Financial
Wisconsin
$23.4M +$288K +1,129 +1%
AF
868
Alerus Financial
North Dakota
$23.4M -$866K -3,392 -4%
FFA
869
Farther Finance Advisors
California
$23.4M +$7.18M +28,138 +54%
PAM
870
Peak Asset Management
Colorado
$23.3M -$195K -766 -0.9%
RDWM
871
Red Door Wealth Management
Tennessee
$23.3M +$2.1M +8,234 +11%
NCM
872
Novare Capital Management
North Carolina
$23.3M +$258K +1,011 +1%
SG
873
Sienna Gestion
France
$23.2M +$2.05M +8,029 +10%
AP
874
Archon Partners
New Jersey
$23.2M
GAI
875
General American Investors
New York
$23.2M

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.