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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
PAI
1051
Pittenger & Anderson Inc
Nebraska
$16.6M +$695K +2,724 +5%
TCM
1052
Traynor Capital Management
Pennsylvania
$16.6M -$487K -1,910 -3%
SA
1053
SRH Advisors
Kansas
$16.6M
SC
1054
Stolper & Co
Oklahoma
$16.6M -$184K -721 -1%
III
1055
Independent Investors Inc
New York
$16.5M
PA
1056
Procyon Advisors
Connecticut
$16.5M -$8.61M -33,745 -37%
VAS
1057
Valicenti Advisory Services
New York
$16.4M -$38.5K -151 -0.3%
VM
1058
Venator Management
Pennsylvania
$16.4M +$6.38K +25 +0%
RFMS
1059
RWQ Financial Management Services
Florida
$16.3M +$4.27M +16,750 +42%
PA
1060
Perennial Advisors
New York
$16.2M -$27.1K -106 -0.2%
NM
1061
NWI Management
New York
$16.2M
FM
1062
Foster & Motley
Ohio
$16.2M -$453K -1,776 -3%
EAMA
1063
EFG Asset Management (Americas)
Florida
$16.2M -$441K -1,728 -3%
VWA
1064
Visionary Wealth Advisors
Illinois
$16.1M -$69.7K -273 -0.5%
Capital Fund Management (CFM)
1065
Capital Fund Management (CFM)
France
$16.1M -$112M -440,739 -89%
WAP
1066
Wealthcare Advisory Partners
Pennsylvania
$16.1M +$786K +3,080 +6%
MCM
1067
Mengis Capital Management
Oregon
$16.1M -$211K -826 -1%
HCA
1068
Harbor Capital Advisors
Illinois
$16.1M -$72.7K -285 -0.5%
ETC
1069
Exchange Traded Concepts
Oklahoma
$16.1M +$700K +2,742 +5%
FBB
1070
Fulton Breakefield Broenniman
Maryland
$16.1M +$447K +1,752 +3%
LCM
1071
LVM Capital Management
Michigan
$16M +$511K +2,003 +4%
MFG
1072
Magnus Financial Group
New York
$16M +$138K +542 +1%
HIP
1073
Harrell Investment Partners
Texas
$16M +$435K +1,706 +3%
CFA
1074
Capstone Financial Advisors
Illinois
$16M +$59.5K +233 +0.4%
RCM
1075
Radnor Capital Management
Pennsylvania
$16M -$94.2K -369 -0.7%

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.