We are live on ! Find out more
JPM icon

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
BCM
1226
Barometer Capital Management
Ontario, Canada
$12.5M -$2.35M -9,213 -18%
VCM
1227
Voleon Capital Management
California
$12.5M -$1.77M -6,933 -14%
WKWM
1228
Walter & Keenan Wealth Management
Indiana
$12.5M -$353K -1,385 -3%
XWM
1229
Xcel Wealth Management
Florida
$12.5M -$52.8K -207 -0.5%
WPC
1230
Wedmont Private Capital
Pennsylvania
$12.5M +$395K +1,548 +4%
ACG
1231
Allen Capital Group
Nebraska
$12.5M +$619K +2,427 +6%
CIM
1232
Contravisory Investment Management
Massachusetts
$12.4M +$23.7K +93 +0.2%
PL
1233
Parthenon LLC
Kentucky
$12.4M +$21.7K +85 +0.2%
KA
1234
Kintegral Advisory
New York
$12.4M -$16.3K -64 -0.1%
CCM
1235
Cinctive Capital Management
New York
$12.4M +$2.07M +8,113 +23%
CHC
1236
City Holding Co
West Virginia
$12.4M -$205K -802 -2%
GL
1237
Graypoint LLC
New York
$12.3M +$673K +2,639 +7%
IWA
1238
Icon Wealth Advisors
Texas
$12.3M +$2.05M +8,016 +23%
OBAM
1239
ODDO BHF Asset Management
France
$12.2M +$2.16M +8,449 +25%
PTC
1240
Private Trust Company
Ohio
$12.2M +$320K +1,255 +3%
CWM
1241
Compass Wealth Management
Connecticut
$12.2M +$18.1K +71 +0.2%
SAM
1242
Socorro Asset Management
Texas
$12.2M +$472K +1,850 +5%
VFM
1243
Viking Fund Management
North Dakota
$12.2M
GWMIA
1244
Global Wealth Management Investment Advisory
Florida
$12.2M -$435K -1,705 -4%
APSI
1245
Asset Planning Services Inc
Louisiana
$12.1M -$60K -235 -0.6%
BL
1246
BCWM LLC
Kansas
$12.1M -$255K -998 -2%
NCM
1247
Nelson Capital Management
California
$12.1M -$23K -90 -0.2%
MPIM
1248
McGinn Penninger Investment Management
Virginia
$12M -$1.34M -5,250 -11%
UAM
1249
Unison Asset Management
Florida
$12M +$142K +556 +1%
OCAM
1250
Onex Canada Asset Management
Ontario, Canada
$12M +$161K +631 +2%

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.