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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
SIC
1101
Sigma Investment Counselors
Michigan
$15.3M +$526K +2,060 +4%
JG
1102
Jain Global
New York
$15.3M +$13.4M +52,603 New
SW
1103
Simplicity Wealth
New Jersey
$15.2M +$5.8M +22,740 +76%
BPC
1104
Banque Pictet & Cie
Switzerland
$15.2M -$3.23M -12,653 -19%
APP
1105
Avantax Planning Partners
Iowa
$15.2M +$237K +927 +2%
QC
1106
Quadrature Capital
United Kingdom
$15.2M +$13.4M +52,522 New
HRC
1107
Hoertkorn Richard Charles
$15.2M -$226K -885 -2%
LTI
1108
Laffer Tengler Investments
Tennessee
$15.2M -$982K -3,848 -7%
BWS
1109
Buck Wealth Strategies
Colorado
$15.1M +$2.98M +11,674 +29%
TCA
1110
Transcend Capital Advisors
New Jersey
$15.1M -$4.18M -16,385 -24%
BEAM
1111
Baker Ellis Asset Management
Washington
$15.1M -$7.4K -29 -0.1%
LOPW
1112
Live Oak Private Wealth
North Carolina
$15.1M +$65.8K +258 +0.5%
M2MC
1113
Matthew 25 Management Corp
Pennsylvania
$15.1M -$766K -3,000 -5%
OL
1114
one8zero8 LLC
North Carolina
$15.1M -$921K -3,608 -6%
PP
1115
PDS Planning
Ohio
$15.1M +$1.09M +4,265 +9%
CT
1116
Colonial Trust
South Carolina
$15M -$88.3K -346 -0.7%
SWA
1117
Stratos Wealth Advisors
Ohio
$15M -$8.92M -34,957 -40%
WPP
1118
Whalerock Point Partners
Rhode Island
$15M +$41.6K +163 +0.3%
CAC
1119
Core Alternative Capital
Georgia
$15M -$839K -3,286 -6%
BJL
1120
Brighton Jones LLC
Washington
$15M +$166K +650 +1%
KCG
1121
Kinsale Capital Group
Virginia
$14.9M +$1.2M +4,716 +10%
FFAM
1122
Forge First Asset Management
Canada
$14.9M +$13.1M +51,350 New
BA
1123
Bridgewater Associates
Connecticut
$14.9M -$7.96M -31,180 -38%
MC
1124
Miramar Capital
Illinois
$14.9M +$206K +807 +2%
TW
1125
Trajan Wealth
Arizona
$14.8M -$341K -1,335 -3%

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.