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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
TWM
1201
Trueblood Wealth Management
Ohio
$13M -$418K -1,638 -4%
AA
1202
Apriem Advisors
California
$13M -$1.57M -6,163 -12%
LSA
1203
Leonteq Securities AG
Switzerland
$13M +$4.15M +16,273 +57%
BFS
1204
Bard Financial Services
Connecticut
$12.9M -$262K -1,025 -2%
IFG
1205
Independent Financial Group
California
$12.9M -$169K -662 -1%
XF
1206
XML Financial
Maryland
$12.9M -$187K -733 -2%
SFG
1207
SevenBridge Financial Group
Pennsylvania
$12.9M -$123K -482 -1%
FNBOMD
1208
First National Bank of Mount Dora
Florida
$12.8M +$131K +513 +1%
JCM
1209
Jacobi Capital Management
Pennsylvania
$12.8M +$316K +1,239 +3%
KCPG
1210
Kavar Capital Partners Group
Kansas
$12.8M +$286K +1,122 +3%
PAG
1211
Private Advisory Group
Washington
$12.8M +$4.85M +18,988 +75%
BA
1212
Bridgewater Advisors
New York
$12.8M +$90.8K +356 +0.8%
WIA
1213
Wetzel Investment Advisors
Indiana
$12.8M -$68.6K -269 -0.6%
1M
1214
1248 Management
Missouri
$12.8M +$8.17K +32 +0.1%
MAM
1215
Mirabaud Asset Management
United Kingdom
$12.8M +$199K +778 +2%
RFA
1216
Rollins Financial Advisors
New York
$12.7M +$500K +1,959 +5%
ERWM
1217
Elk River Wealth Management
Colorado
$12.7M -$95.2K -373 -0.8%
FWTB
1218
First Western Trust Bank
Colorado
$12.7M -$172K -675 -2%
BSB
1219
Bangor Savings Bank
Maine
$12.7M -$106K -417 -0.9%
Capstone Investment Advisors
1220
Capstone Investment Advisors
New York
$12.7M -$14.1M -55,308 -56%
GA
1221
GFS Advisors
Texas
$12.6M +$11.1M +43,535 New
IB
1222
Intrust Bank
Kansas
$12.6M +$62.8K +246 +0.6%
VAS
1223
Vestmark Advisory Solutions
Massachusetts
$12.6M +$4.08M +15,979 +58%
CCM
1224
Coerente Capital Management
Ontario, Canada
$12.6M -$128K -500 -1%
TAM
1225
Townsend Asset Management
North Carolina
$12.5M -$362K -1,420 -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.