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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
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$661M +$12.2M +47,902 +2%
Ninety One (UK)
102
Ninety One (UK)
United Kingdom
$660M +$66.1M +258,967 +13%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$658M +$21.4M +84,041 +4%
Royal London Asset Management
104
Royal London Asset Management
United Kingdom
$657M -$16.1M -62,949 -3%
Aviva
105
Aviva
United Kingdom
$647M +$32.3M +126,742 +6%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$626M +$56.2M +220,322 +11%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$620M -$8.57M -33,588 -2%
Universal-Beteiligungs- und Servicegesellschaft
108
Universal-Beteiligungs- und Servicegesellschaft
Germany
$610M +$77.4M +303,259 +17%
Bank Julius Baer & Co
109
Bank Julius Baer & Co
Switzerland
$608M -$3.88M -15,212 -0.7%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$601M +$64.6M +252,986 +14%
BG
111
Bahl & Gaynor
Ohio
$600M -$4.85M -19,003 -0.9%
1832 Asset Management
112
1832 Asset Management
Ontario, Canada
$597M +$119M +468,247 +29%
Cerity Partners
113
Cerity Partners
New York
$579M -$321K -1,259 -0.1%
Allianz Asset Management
114
Allianz Asset Management
Germany
$575M -$322M -1,261,041 -39%
Korea Investment Corp
115
Korea Investment Corp
South Korea
$573M -$46.2M -180,866 -8%
BC
116
Broadwater Capital
Massachusetts
$545M +$139M +543,440 +28,891%
M&T Bank
117
M&T Bank
New York
$537M -$19.9M -78,067 -4%
First Trust Advisors
118
First Trust Advisors
Illinois
$531M -$6.38M -25,010 -1%
HNB
119
Huntington National Bank
Ohio
$523M -$1.41M -5,533 -0.3%
Luther King Capital Management (LKCM)
120
Luther King Capital Management (LKCM)
Texas
$521M -$12.5M -48,872 -3%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$520M -$7.46M -29,242 -2%
Lord, Abbett & Co
122
Lord, Abbett & Co
New Jersey
$520M -$440K -1,725 -0.1%
CIBC World Market
123
CIBC World Market
Ontario, Canada
$519M -$129M -505,812 -22%
Caisse de Depot et Placement du Quebec (CDPQ)
124
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$512M -$226M -883,959 -33%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$511M -$24.9M -97,449 -5%

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.