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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
1SB
951
1ST Source Bank
Indiana
$19.7M -$447K -1,753 -3%
AWS
952
Atria Wealth Solutions
New York
$19.6M -$20.9M -82,054 -55%
IWM
953
IHT Wealth Management
Illinois
$19.6M +$1.02M +3,982 +6%
VWM
954
Venturi Wealth Management
Texas
$19.6M -$173K -676 -1%
PI
955
PFG Investments
New York
$19.6M -$249K -977 -1%
SCM
956
Sterling Capital Management
North Carolina
$19.5M +$72K +282 +0.4%
RWA
957
River Wealth Advisors
Pennsylvania
$19.5M +$303K +1,186 +2%
ISB
958
Iowa State Bank
Iowa
$19.5M -$134K -526 -0.8%
HT
959
Heritage Trust
Oklahoma
$19.5M -$536K -2,102 -3%
CCM
960
Copeland Capital Management
Pennsylvania
$19.5M -$65.8K -258 -0.4%
BOC
961
Barbara Oil Co
Illinois
$19.4M
NGA
962
Naples Global Advisors
Florida
$19.4M +$272K +1,066 +2%
OCM
963
One Capital Management
California
$19.4M +$799K +3,130 +5%
CAM
964
Close Asset Management
United Kingdom
$19.4M +$309K +1,212 +2%
GAM
965
Griffin Asset Management
New York
$19.4M +$685K +2,683 +4%
GIP
966
Granite Investment Partners
California
$19.3M -$183K -719 -1%
MSA
967
MUFG Securities Americas
New York
$19.3M +$2.92M +11,425 +21%
ANTB
968
AMG National Trust Bank
Colorado
$19.3M -$83.2K -326 -0.5%
SAM
969
Strategy Asset Managers
California
$19.3M +$134K +527 +0.8%
AFG
970
Atomi Financial Group
New York
$19.2M +$951K +3,725 +6%
SPC
971
Sigma Planning Corp
Michigan
$19.2M -$1.6M -6,273 -9%
TCM
972
Telos Capital Management
California
$19.2M +$264K +1,036 +2%
FMWA
973
Forvis Mazars Wealth Advisors
Missouri
$19.2M +$79.9K +313 +0.5%
HFS
974
Haverford Financial Services
Pennsylvania
$19.2M -$44.7K -175 -0.3%
FPAS
975
Focus Partners Advisor Solutions
Missouri
$19.1M -$2.21M -8,646 -12%

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.