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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
HIA
1076
Harbor Investment Advisory
Maryland
$16M -$96.5K -378 -0.5%
SFO
1077
Stenger Family Office
Illinois
$16M +$13.6M +53,319 New
LA
1078
Lynch & Associates
Indiana
$15.9M -$294K -1,153 -2%
DWA
1079
Douglass Winthrop Advisors
New York
$15.9M +$288K +1,130 +2%
LFM
1080
LGT Fund Management
Liechtenstein
$15.9M +$5.1M +19,993 +58%
ANBT
1081
American National Bank & Trust
Texas
$15.9M +$519K +2,033 +4%
GH
1082
GAM Holding
Switzerland
$15.8M -$1.12M -4,376 -7%
JPWM
1083
Jamison Private Wealth Management
Georgia
$15.8M +$80.1K +314 +0.6%
CBOR
1084
Community Bank of Raymore
Missouri
$15.8M -$339K -1,330 -2%
NFG
1085
Nations Financial Group
Iowa
$15.8M -$1.11M -4,363 -7%
SG
1086
StoneX Group
New York
$15.8M +$1.26M +4,950 +10%
KFGK
1087
Keystone Financial Group (Kentucky)
Kentucky
$15.7M +$342K +1,342 +3%
ECM
1088
EagleClaw Capital Management
Massachusetts
$15.7M -$223K -875 -2%
JIC
1089
Joel Isaacson & Co
New York
$15.6M +$598K +2,343 +5%
BHPW
1090
Beverly Hills Private Wealth
California
$15.6M -$87.5K -343 -0.6%
CB
1091
Cadence Bank
Mississippi
$15.6M -$183K -718 -1%
SIM
1092
Stratos Investment Management
Ohio
$15.5M +$164K +641 +1%
CF
1093
Clarity Financial
Texas
$15.5M -$7.34M -28,773 -35%
TIP
1094
Torray Investment Partners
Maryland
$15.5M -$2.22M -8,693 -14%
CCP
1095
Clough Capital Partners
Massachusetts
$15.5M
AAS
1096
Annex Advisory Services
Wisconsin
$15.5M +$241K +946 +2%
AWCI
1097
Alpine Woods Capital Investors
New York
$15.4M -$347K -1,361 -2%
GCM
1098
Genus Capital Management
British Columbia, Canada
$15.4M +$4.01M +15,715 +42%
TCWA
1099
Turtle Creek Wealth Advisors
Texas
$15.4M +$808K +3,165 +6%
CAL
1100
Capital Analysts LLC
Pennsylvania
$15.3M -$552K -2,164 -4%

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.