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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
SGI
1301
Summit Global Investments
Utah
$11.2M +$9.06M +35,492 +1,133%
GLLW
1302
Graves Light Lenhart Wealth
Virginia
$11.2M -$561K -2,199 -5%
WWM
1303
Western Wealth Management
Colorado
$11.2M +$576K +2,257 +6%
LSWM
1304
Lorne Steinberg Wealth Management
Canada
$11.2M -$77.8K -305 -0.8%
AWM
1305
Avior Wealth Management
Nebraska
$11.2M +$84K +329 +0.9%
LIM
1306
Lathrop Investment Management
Arkansas
$11.1M +$8.22M +32,224 +522%
TPA
1307
Trivium Point Advisory
Connecticut
$11.1M -$245K -959 -2%
SA
1308
Strategic Advisors
New York
$11.1M -$181K -709 -2%
HCM
1309
Hilton Capital Management
New York
$11.1M +$35K +137 +0.4%
UF
1310
Univest Financial
Pennsylvania
$11.1M -$367K -1,438 -4%
AAMA
1311
Advanced Asset Management Advisors
Ohio
$11.1M
FFG
1312
Frisch Financial Group
New York
$11.1M -$317K -1,242 -3%
OL
1313
Owen LaRue
Kentucky
$11M +$202K +793 +2%
BWAM
1314
Boyd Watterson Asset Management
Ohio
$11M +$175K +684 +2%
HI
1315
Harbour Investments
Wisconsin
$11M +$374K +1,464 +4%
DIP
1316
DT Investment Partners
Pennsylvania
$11M -$461K -1,805 -5%
NA
1317
Nordwand Advisors
Pennsylvania
$11M +$9.55M +37,411 +8,522%
AF
1318
Apexium Financial
Texas
$11M -$2.29M -8,960 -19%
MP
1319
McDonald Partners
Ohio
$10.9M -$150K -587 -2%
CWM
1320
Chemistry Wealth Management
New York
$10.9M -$147K -576 -2%
LFG
1321
Larson Financial Group
Missouri
$10.9M +$983K +3,851 +11%
WIM
1322
WealthPlan Investment Management
Nebraska
$10.9M +$1.31M +5,153 +16%
SNB
1323
Security National Bank
Nebraska
$10.9M +$177K +692 +2%
BSC
1324
Brown Shipley & Co
United Kingdom
$10.8M -$1.04M -4,087 -10%
AC
1325
Arrow Capital
Australia
$10.8M +$6.24M +24,459 New

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.