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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
PWS
1126
Peterson Wealth Services
Utah
$14.8M +$87.8K +344 +0.7%
RCMU
1127
Rokos Capital Management (UK)
United Kingdom
$14.8M +$13M +51,067 New
GC
1128
Giverny Capital
Quebec, Canada
$14.8M +$1.65M +6,467 +15%
SMA
1129
Sage Mountain Advisors
Georgia
$14.8M +$489K +1,916 +4%
BAM
1130
Boyar Asset Management
New York
$14.7M -$41.3K -162 -0.3%
KLCM
1131
KG&L Capital Management
Louisiana
$14.7M -$349K -1,366 -3%
IPW
1132
Inlet Private Wealth
Florida
$14.6M -$40.8K -160 -0.3%
AIM
1133
Access Investment Management
Georgia
$14.6M +$12.9M +50,392 New
RWM
1134
Rench Wealth Management
Texas
$14.6M -$11.5K -45 -0.1%
PVI
1135
Pine Valley Investments
New Jersey
$14.6M -$395K -1,547 -3%
AWP
1136
Ascent Wealth Partners
New York
$14.6M -$645K -2,526 -5%
CBTWT
1137
Community Bank & Trust (Waco, Texas)
Texas
$14.6M +$25.8K +101 +0.2%
FCT
1138
Family Capital Trust
Massachusetts
$14.5M -$538K -2,109 -4%
Temasek Holdings
1139
Temasek Holdings
Singapore
$14.5M -$14.8M -57,861 -54%
AA
1140
Altrafin AG
$14.5M +$1.34M +5,245 +12%
WSC
1141
Wellington Shields & Co
New York
$14.4M +$411K +1,611 +3%
PA
1142
PFG Advisors
Arizona
$14.4M +$2.07M +8,097 +19%
YIA
1143
YHB Investment Advisors
Connecticut
$14.4M +$345K +1,350 +3%
CWS
1144
Confluence Wealth Services
Pennsylvania
$14.4M -$35.7K -140 -0.3%
MIH
1145
Meitav Investment House
Israel
$14.4M +$1.99M +7,794 +19%
HH
1146
HWG Holdings
Texas
$14.4M +$461K +1,805 +4%
RFM
1147
Royal Fund Management
Florida
$14.3M -$640K -2,509 -5%
MWM
1148
Marietta Wealth Management
Georgia
$14.3M -$28.3K -111 -0.2%
CF
1149
Centaurus Financial
California
$14.3M -$312K -1,222 -2%
GIC
1150
Generali Investments CEE
Czech Republic
$14.2M +$163K +637 +1%

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.