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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
OFG
1276
Oxford Financial Group
Indiana
$11.6M -$239K -937 -2%
FC
1277
Fusion Capital
South Carolina
$11.6M +$27.6K +108 +0.3%
NC
1278
NBW Capital
Massachusetts
$11.6M +$56.1K +220 +0.6%
P
1279
Pitcairn
Pennsylvania
$11.5M -$1.19M -4,644 -10%
EFMC
1280
Empire Financial Management Company
New York
$11.5M -$5.1K -20 -0.1%
BOH
1281
Bank of Hawaii
Hawaii
$11.5M -$4.2M -16,441 -29%
WAS
1282
WESPAC Advisors SoCal
California
$11.5M +$45.2K +177 +0.4%
AMM
1283
American Money Management
California
$11.5M -$60.2K -236 -0.6%
OSNBOA
1284
Old Second National Bank of Aurora
Illinois
$11.5M -$645K -2,526 -6%
NO
1285
Ninety One
South Africa
$11.5M -$16.1M -62,956 -61%
VST
1286
Van Strum & Towne
California
$11.5M -$61.8K -242 -0.6%
EARNEST Partners
1287
EARNEST Partners
Georgia
$11.5M -$391K -1,533 -4%
ACM
1288
Alpha Capital Management
Texas
$11.5M -$333K -1,305 -3%
BCPWM
1289
Bradley & Co Private Wealth Management
Florida
$11.4M -$110K -431 -1%
AWM
1290
Arista Wealth Management
Nevada
$11.4M +$9.72M +38,086 +3,241%
SCM
1291
Shelton Capital Management
Colorado
$11.4M +$131K +514 +1%
PFBT
1292
Parkside Financial Bank & Trust
Missouri
$11.4M +$1.77M +6,927 +21%
SP
1293
Stablepoint Partners
Massachusetts
$11.4M +$5.61K +22 +0.1%
MBTD
1294
Mechanics Bank - Trust Department
California
$11.3M -$81.7K -320 -0.8%
FWP
1295
FAS Wealth Partners
Kansas
$11.3M +$707K +2,770 +8%
FAM
1296
Fulcrum Asset Management
United Kingdom
$11.3M +$9.94M +38,959 New
BPWM
1297
BCS Private Wealth Management
New Jersey
$11.3M +$9.93M +38,903 New
CA
1298
Claro Advisors
Massachusetts
$11.3M -$1.14M -4,470 -10%
BWM
1299
BigSur Wealth Management
Florida
$11.2M -$1.28K -5 -0%
SC
1300
Syon Capital
California
$11.2M +$956K +3,747 +11%

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.