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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
WAM
976
Winslow Asset Management
Ohio
$19.1M -$77.3K -303 -0.5%
SW
977
SteelPeak Wealth
California
$19M -$502K -1,968 -3%
SWM
978
Spire Wealth Management
Virginia
$19M -$8.33M -32,643 -33%
GIM
979
Goelzer Investment Management
Indiana
$19M +$3.57M +13,981 +27%
NAS
980
Nicolet Advisory Services
Wisconsin
$19M +$172K +675 +1%
EFS
981
Essex Financial Services
Connecticut
$19M -$186K -727 -1%
IA
982
Intellus Advisors
Florida
$19M -$185K -726 -1%
BONST
983
Bank of Nova Scotia Trust
Ontario, Canada
$18.9M +$125K +490 +0.8%
LPT
984
Legacy Private Trust
Wisconsin
$18.8M -$600K -2,352 -4%
PGAM
985
Princeton Global Asset Management
New Jersey
$18.7M -$46.4K -182 -0.3%
VA
986
VestGen Advisors
Illinois
$18.7M +$55.1K +216 +0.3%
PWW
987
Pettyjohn Wood & White
Virginia
$18.6M -$31.1K -122 -0.2%
SIC
988
SFE Investment Counsel
California
$18.6M +$769K +3,015 +5%
WTFG
989
Wells Trecaso Financial Group
Ohio
$18.6M -$5.1K -20 -0%
MIC
990
Means Investment Company
Maine
$18.6M +$183K +717 +1%
ST
991
Spinnaker Trust
Maine
$18.5M +$343K +1,343 +2%
HVIA
992
Hudson Valley Investment Advisors
New York
$18.4M -$1.55M -6,057 -9%
SVWAG
993
Sound View Wealth Advisors Group
Georgia
$18.4M +$285K +1,115 +2%
EI
994
Ethic Inc
New York
$18.4M +$121K +475 +0.7%
SDIC
995
South Dakota Investment Council
South Dakota
$18.3M -$11.4M -44,722 -41%
HCM
996
Hollencrest Capital Management
California
$18.3M -$2.5M -9,784 -13%
AC
997
AlphaCore Capital
California
$18.2M +$1.11M +4,334 +7%
BWP
998
Burling Wealth Partners
Illinois
$18.2M +$349K +1,366 +2%
VI
999
Vestcor Inc
New Brunswick, Canada
$18.2M +$2.24M +8,780 +16%
A
1000
AustralianSuper
Australia
$18.2M -$38.7M -151,655 -71%

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.