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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
KWMG
876
King Wealth Management Group
Florida
$23.2M -$30.4K -119 -0.1%
BHWM
877
Bar Harbor Wealth Management
New Hampshire
$23.1M -$575K -2,254 -3%
AMBIA
878
Allen Mooney & Barnes Investment Advisors
Georgia
$23M +$187K +731 +0.9%
WANY
879
Wealthspire Advisors (New York)
New York
$23M +$523K +2,051 +3%
JWBC
880
J.W. Burns & Co
New York
$23M +$1.29M +5,070 +7%
PAM
881
Palisade Asset Management
Minnesota
$23M -$410K -1,605 -2%
LCM
882
Logan Capital Management
Pennsylvania
$22.9M -$2.09M -8,192 -9%
S
883
SignatureFD
Georgia
$22.8M +$681K +2,668 +4%
BCV
884
Banque Cantonale Vaudoise
Switzerland
$22.8M -$257K -1,006 -1%
CA
885
Cullinan Associates
Kentucky
$22.7M -$521K -2,041 -3%
WCM
886
Whitener Capital Management
North Carolina
$22.7M -$296K -1,161 -1%
NAAA
887
New Age Alpha Advisors
New York
$22.6M +$4.92M +19,264 +33%
MIA
888
MainStreet Investment Advisors
Illinois
$22.6M -$492K -1,928 -2%
CFO
889
Callan Family Office
Pennsylvania
$22.5M +$11.3M +44,097 +131%
SW
890
SlateStone Wealth
Florida
$22.5M +$742K +2,906 +4%
TFA
891
Teamwork Financial Advisors
Texas
$22.4M -$7.14K -28 -0%
BG
892
BDF Gestion
France
$22.4M +$1.28M +5,000 +7%
NSAM
893
North Star Asset Management
Wisconsin
$22.4M +$364K +1,425 +2%
TFS
894
Thoroughbred Financial Services
Tennessee
$22.2M -$7.15M -28,030 -27%
FFBTD
895
First Financial Bank - Trust Division
Ohio
$22.2M +$85.7K +336 +0.4%
PF
896
Phoenix Financial
Israel
$22.2M +$2.27M +8,912 +13%
MC
897
Middleton & Co
Massachusetts
$22.2M -$1.36M -5,328 -7%
RC
898
RBO & Co
California
$22.1M -$8.15M -31,942 -29%
BBI
899
Baxter Bros Inc
Connecticut
$22.1M -$282K -1,105 -1%
UAS
900
United Asset Strategies
New York
$22.1M +$1.59M +6,238 +9%

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.