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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
LSA
1176
L & S Advisors
California
$13.5M +$2.97M +11,624 +33%
CCC
1177
Cincinnati Casualty Company
Ohio
$13.5M
CSUI
1178
Cincinnati Specialty Underwriters Insurance
Ohio
$13.5M
FB
1179
Fulton Bank
Pennsylvania
$13.5M -$716K -2,805 -6%
FPGT
1180
Financial Partners Group (Tennessee)
Tennessee
$13.5M -$131K -512 -1%
CBA
1181
Coastal Bridge Advisors
Connecticut
$13.4M +$11.8M +46,309 New
IA
1182
IFP Advisors
Florida
$13.4M +$149K +583 +1%
BFO
1183
Boston Family Office
Massachusetts
$13.4M -$185K -726 -2%
SAM
1184
Smithbridge Asset Management
Pennsylvania
$13.4M -$97.2K -381 -0.8%
BPC
1185
Bearing Point Capital
Minnesota
$13.3M +$141K +551 +1%
MAM
1186
Mystic Asset Management
Rhode Island
$13.3M -$18.9K -74 -0.2%
DSC
1187
Duncker Streett & Co
Missouri
$13.3M +$190K +744 +2%
RIA
1188
RPG Investment Advisory
California
$13.2M -$11.5M -44,989 -50%
PI
1189
Pettee Investors
Connecticut
$13.2M
CCM
1190
Canal Capital Management
Virginia
$13.2M +$403K +1,581 +4%
IIM
1191
Ipswich Investment Management
Massachusetts
$13.2M +$169K +663 +1%
PT
1192
Plimoth Trust
Massachusetts
$13.2M -$75.5K -296 -0.6%
WCA
1193
Westover Capital Advisors
Delaware
$13.2M -$36.7K -144 -0.3%
BA
1194
Ballast Advisors
Minnesota
$13.1M -$147K -577 -1%
NEAM
1195
New England Asset Management
Connecticut
$13.1M +$49.8K +195 +0.4%
TIM
1196
Thompson Investment Management
Wisconsin
$13.1M -$569K -2,230 -5%
SC
1197
Schulhoff & Co
Ohio
$13.1M -$211K -825 -2%
BMWM
1198
Brown Miller Wealth Management
Virginia
$13.1M +$3.57K +14 +0%
PAMG
1199
Patton Albertson Miller Group
Tennessee
$13M -$87.3K -342 -0.8%
PMWMG
1200
Parr McKnight Wealth Management Group
Minnesota
$13M -$135K -529 -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.