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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
GHA
1251
GW Henssler & Associates
Georgia
$12M +$7.4K +29 +0.1%
PPW
1252
Parcion Private Wealth
Washington
$12M +$86.5K +339 +0.8%
CWM
1253
Chronos Wealth Management
Florida
$11.9M +$31.9K +125 +0.3%
GCA
1254
Greenwood Capital Associates
South Carolina
$11.9M +$55.9K +219 +0.5%
SG Americas Securities
1255
SG Americas Securities
New York
$11.9M -$200M -783,357 -95%
RAM
1256
Redmond Asset Management
Virginia
$11.9M +$68.6K +269 +0.7%
RC
1257
RBF Capital
California
$11.9M
QIM
1258
Quest Investment Management
Oregon
$11.9M +$281K +1,102 +3%
BCCM
1259
Bridge Creek Capital Management
Massachusetts
$11.9M -$356K -1,395 -3%
DAS
1260
Diversify Advisory Services
Utah
$11.9M +$3.41M +13,372 +49%
PWMAG
1261
Pinnacle Wealth Management Advisory Group
New Jersey
$11.9M -$2.04K -8 -0%
LIP
1262
Lighthouse Investment Partners
Florida
$11.9M -$15.4M -60,271 -60%
TCBWMS
1263
Texas Capital Bank Wealth Management Services
Texas
$11.9M -$470K -1,841 -4%
CNBTD
1264
Citizens National Bank Trust Department
Mississippi
$11.8M +$370K +1,450 +4%
BFG
1265
Beacon Financial Group
Texas
$11.8M -$220K -864 -2%
FNT
1266
First Nebraska Trust
Nebraska
$11.8M -$81.7K -320 -0.8%
VA
1267
Valmark Advisers
Ohio
$11.8M +$115K +450 +1%
AG
1268
Advocate Group
Minnesota
$11.7M -$336K -1,315 -3%
CC
1269
Constitution Capital
Connecticut
$11.7M +$247K +967 +2%
IIM
1270
Intact Investment Management
Quebec, Canada
$11.7M -$1.91M -7,500 -16%
PCA
1271
Providence Capital Advisors
North Carolina
$11.7M -$720K -2,822 -7%
NS
1272
NBC Securities
Alabama
$11.7M -$317K -1,241 -3%
AIM
1273
Anchor Investment Management
South Carolina
$11.7M +$85.2K +334 +0.8%
CT
1274
Chicago Trust
Illinois
$11.7M +$565K +2,215 +6%
PA
1275
Profund Advisors
Maryland
$11.6M -$980K -3,840 -9%

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.