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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
HCM
1351
Howland Capital Management
Massachusetts
$10.4M -$424K -1,663 -4%
CAS
1352
Coppell Advisory Solutions
Texas
$10.4M +$9.24M +36,217 New
HWAM
1353
Hennion & Walsh Asset Management
New Jersey
$10.4M +$371K +1,452 +4%
MCP
1354
Martin Capital Partners
Oregon
$10.4M +$6.27M +24,560 +218%
MYIA
1355
Mount Yale Investment Advisors
Colorado
$10.4M +$315K +1,233 +4%
QI
1356
Qtron Investments
Massachusetts
$10.4M +$170K +666 +2%
SHA
1357
Seneca House Advisors
Virginia
$10.4M -$248K -972 -3%
DLCIG
1358
D.L. Carlson Investment Group
New Hampshire
$10.3M -$471K -1,845 -5%
JSW
1359
Journey Strategic Wealth
New Jersey
$10.3M +$2.22M +8,693 +32%
SCP
1360
Sandhill Capital Partners
New York
$10.3M +$1.35M +5,280 +17%
CT
1361
Clearstead Trust
Maine
$10.3M +$409K +1,603 +5%
RCA
1362
Resonant Capital Advisors
Wisconsin
$10.2M +$694K +2,718 +8%
GFA
1363
Gifford Fong Associates
California
$10.2M
RWB
1364
RMR Wealth Builders
New Jersey
$10.2M +$402K +1,577 +5%
AOWM
1365
Alpha Omega Wealth Management
Virginia
$10.2M -$449K -1,761 -5%
WAM
1366
Werlinich Asset Management
Connecticut
$10.2M
P
1367
Paradiem
Louisiana
$10.2M
BA
1368
Bristlecone Advisors
Washington
$10.2M -$879K -3,446 -9%
AAM
1369
Augustine Asset Management
Florida
$10.2M +$94.4K +370 +1%
EM
1370
Excalibur Management
Massachusetts
$10.2M -$63.5K -249 -0.7%
BRM
1371
Boston Research & Management
Massachusetts
$10.2M -$138K -542 -2%
DDC
1372
DF Dent & Co
Maryland
$10.2M -$934K -3,661 -9%
SFI
1373
SPC Financial Inc
Maryland
$10.2M -$173K -677 -2%
KCM
1374
Kingdon Capital Management
New York
$10.1M +$8.93M +35,000 New
JFG
1375
Jefferies Financial Group
New York
$10.1M +$330K +1,293 +4%

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.