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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
CM
1401
Castleark Management
Illinois
$9.77M
EWA
1402
EverSource Wealth Advisors
Alabama
$9.77M +$251K +985 +3%
CWA
1403
Clarity Wealth Advisors
California
$9.77M +$47.5K +186 +0.6%
Koshinski Asset Management
1404
Koshinski Asset Management
Illinois
$9.76M +$407K +1,596 +5%
NHT
1405
New Hampshire Trust
New Hampshire
$9.73M -$1.79K -7 -0%
EW
1406
Evoke Wealth
California
$9.71M +$1.26M +4,925 +17%
RCAG
1407
Rehmann Capital Advisory Group
Michigan
$9.68M +$353K +1,383 +4%
Verition Fund Management
1408
Verition Fund Management
Connecticut
$9.66M -$161K -631 -2%
EL
1409
Essex LLC
Illinois
$9.65M -$253K -992 -3%
PJSIMP
1410
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.64M -$7.4K -29 -0.1%
MHS
1411
M Holdings Securities
Oregon
$9.59M +$1.76M +6,905 +26%
PAM
1412
Pegasus Asset Management
New York
$9.58M +$129K +505 +2%
CWP
1413
CFM Wealth Partners
Texas
$9.58M +$52.6K +206 +0.6%
KFBMI
1414
Kentucky Farm Bureau Mutual Insurance
Kentucky
$9.57M
MNBTD
1415
Moody National Bank Trust Division
Texas
$9.56M +$191K +750 +2%
GAG
1416
GM Advisory Group
New York
$9.53M +$1.01M +3,946 +14%
PFGIA
1417
Patriot Financial Group Insurance Agency
Massachusetts
$9.52M +$568K +2,224 +7%
BFA
1418
Bill Few Associates
Pennsylvania
$9.52M -$125K -491 -1%
EA
1419
Everpar Advisors
Oklahoma
$9.52M +$120K +470 +1%
BKA
1420
Brick & Kyle Associates
Pennsylvania
$9.51M -$6.89K -27 -0.1%
ECM
1421
Exchange Capital Management
Michigan
$9.5M -$144K -563 -2%
SP
1422
Stonebrook Private
Michigan
$9.47M +$80.4K +315 +1%
CIA
1423
Covington Investment Advisors
Pennsylvania
$9.47M -$275K -1,078 -3%
BGC
1424
Beutel, Goodman & Co
Ontario, Canada
$9.46M -$724K -2,838 -8%
CAAS
1425
Capital Asset Advisory Services
Michigan
$9.46M -$551K -2,161 -6%

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.