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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
Marshall Wace
1001
Marshall Wace
United Kingdom
$18.1M +$11.4M +44,816 +253%
RC
1002
Roundview Capital
New Jersey
$18.1M +$5.1K +20 +0%
IAN
1003
Integrated Advisors Network
Texas
$18.1M -$642K -2,514 -4%
AC
1004
Addenda Capital
Quebec, Canada
$18M +$1.16M +4,544 +8%
SWP
1005
Strategic Wealth Partners
Ohio
$18M +$15.9M +62,161 New
SBF
1006
Sara-Bay Financial
Florida
$18M -$285K -1,115 -2%
ZIG
1007
Zuckerman Investment Group
Illinois
$18M +$350K +1,373 +2%
ERIC
1008
Eagle Rock Investment Company
Georgia
$18M -$508K -1,990 -3%
FA
1009
Fagan Associates
New York
$17.9M -$225K -882 -1%
KIM
1010
Kestra Investment Management
Texas
$17.9M +$7.63M +29,897 +80%
CWG
1011
Cornerstone Wealth Group
North Carolina
$17.8M +$308K +1,205 +2%
CNB
1012
Camden National Bank
Maine
$17.8M -$306K -1,198 -2%
FNB
1013
Farmers National Bank
Kentucky
$17.8M -$574K -2,248 -4%
SB
1014
Simmons Bank
Arkansas
$17.8M -$213K -836 -1%
CCM
1015
Carmel Capital Management
California
$17.8M -$25.5K -100 -0.2%
NCM
1016
Northside Capital Management
Oregon
$17.7M +$13.8M +53,970 +751%
NSEDCP
1017
NJ State Employees Deferred Compensation Plan
New Jersey
$17.7M
CPCM
1018
Cardinal Point Capital Management
Ontario, Canada
$17.7M +$20.2K +79 +0.1%
NP
1019
NorthRock Partners
Minnesota
$17.6M +$1.85M +7,245 +12%
SCM
1020
Schnieders Capital Management
California
$17.6M +$144K +565 +0.9%
VIP
1021
Vantage Investment Partners
Missouri
$17.5M -$69.9K -274 -0.5%
TCM
1022
Twin Capital Management
Pennsylvania
$17.4M +$120K +472 +0.8%
CAM
1023
Cypress Asset Management
Texas
$17.4M +$162K +635 +1%
AAM
1024
AR Asset Management
California
$17.3M -$56.4K -221 -0.4%
CCMINC
1025
Cardinal Capital Management Inc (North Carolina)
North Carolina
$17.3M +$1.12M +4,403 +8%

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.