We are live on ! Find out more
JPM icon

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
JIR
901
James Investment Research
Ohio
$22M -$521K -2,043 -3%
CWM
902
Cabot Wealth Management
Massachusetts
$21.9M -$132K -516 -0.7%
LWCFA
903
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.9M -$356K -1,397 -2%
CWM
904
Calamos Wealth Management
Illinois
$21.9M +$13.1M +51,191 +211%
FAT
905
First American Trust
California
$21.8M +$2.34M +9,174 +14%
HH
906
Hilltop Holdings
Texas
$21.8M +$1.35M +5,307 +8%
CM
907
Churchill Management
California
$21.7M +$10M +39,275 +110%
William Blair Investment Management
908
William Blair Investment Management
Illinois
$21.7M -$31.8M -124,581 -62%
CIA
909
CCM Investment Advisers
South Carolina
$21.7M +$131K +512 +0.7%
JAG
910
Journey Advisory Group
Kentucky
$21.7M +$432K +1,691 +2%
JC
911
JB Capital
Connecticut
$21.6M +$259K +1,014 +1%
SFS
912
Sowell Financial Services
Arkansas
$21.5M +$159K +624 +0.8%
TCM
913
Tufton Capital Management
Maryland
$21.5M -$609K -2,385 -3%
FFP
914
FourThought Financial Partners
Florida
$21.5M -$390K -1,530 -2%
BCM
915
BTC Capital Management
Iowa
$21.5M +$31.1K +122 +0.2%
MK
916
MASTERINVEST Kapitalanlage
$21.5M +$18.9M +74,107 New
SWP
917
Sagespring Wealth Partners
Tennessee
$21.4M +$1.78M +6,988 +10%
BRWA
918
B. Riley Wealth Advisors
Florida
$21.3M +$18.8M +73,561 New
MAS
919
Meeder Advisory Services
Ohio
$21.3M +$867K +3,396 +5%
MGIA
920
Moneta Group Investment Advisors
Missouri
$21.2M +$2.44M +9,553 +15%
CWM
921
Circle Wealth Management
New Jersey
$21.2M -$115K -452 -0.6%
PNAA
922
Pictet North America Advisors
Switzerland
$21.2M -$1.14M -4,464 -6%
CK
923
Cohen Klingenstein
New York
$21.1M
CCG
924
Cypress Capital Group
Florida
$21.1M +$1.01M +3,966 +6%
GAB
925
German American Bancorp
Indiana
$21.1M -$119K -465 -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.