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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
AT
1326
American Trust
Kentucky
$10.8M +$232K +908 +2%
RSWM
1327
Robertson Stephens Wealth Management
California
$10.8M -$1.03M -4,050 -10%
SAM
1328
Smartleaf Asset Management
Massachusetts
$10.8M -$681K -2,670 -7%
CGIM
1329
Capital Group Investment Management
Singapore
$10.7M -$885K -3,468 -9%
HT
1330
Headlands Technologies
Illinois
$10.7M +$7.79M +30,528 +478%
SAI
1331
Systematic Alpha Investments
New Jersey
$10.7M
CAG
1332
Csenge Advisory Group
Florida
$10.7M -$342K -1,340 -3%
SIA
1333
Soltis Investment Advisors
Utah
$10.7M -$1.34M -5,234 -12%
AWA
1334
Arete Wealth Advisors
Illinois
$10.6M -$7.95M -31,145 -46%
BB
1335
Berkshire Bank
Massachusetts
$10.6M -$323K -1,265 -3%
WCA
1336
Waratah Capital Advisors
Ontario, Canada
$10.6M -$4.22M -16,539 -31%
WAS
1337
Wealth Advisory Solutions
Indiana
$10.6M -$81.2K -318 -0.9%
DIA
1338
Dean Investment Associates
Ohio
$10.6M +$134K +526 +1%
TA
1339
TFG Advisers
Michigan
$10.6M +$21.4K +84 +0.2%
CWM
1340
Cordatus Wealth Management
Pennsylvania
$10.6M -$17.9K -70 -0.2%
IA
1341
IFC Advisors
California
$10.5M +$389K +1,525 +4%
IAIM
1342
International Assets Investment Management
Florida
$10.5M +$403M +1,580,159 New
BFC
1343
Blue Fin Capital
Rhode Island
$10.5M +$116K +455 +1%
HCM
1344
Hodges Capital Management
Texas
$10.5M -$68.6K -269 -0.7%
LT
1345
Legacy Trust
Michigan
$10.5M -$426K -1,668 -4%
CRI
1346
Commonwealth Retirement Investments
Virginia
$10.5M -$3.3M -12,932 -26%
AG
1347
AlTi Global
New York
$10.5M +$1.21M +4,751 +15%
OPW
1348
Osprey Private Wealth
New York
$10.5M +$90.6K +355 +1%
CICC
1349
Capital Investment Counsel (Colorado)
Colorado
$10.5M -$277K -1,084 -3%
TNBTD
1350
Trustmark National Bank Trust Department
Mississippi
$10.4M +$121K +475 +1%

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.