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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
LG
1476
Leuthold Group
Minnesota
$8.95M -$132K -516 -2%
OMC
1477
Overbrook Management Corp
New York
$8.95M +$119K +467 +2%
NAM
1478
NTV Asset Management
West Virginia
$8.93M -$96K -376 -1%
AFM
1479
Abbot Financial Management
Massachusetts
$8.92M -$102K -399 -1%
MCCP
1480
Mission Creek Capital Partners
California
$8.92M -$1.01M -3,976 -7%
UWM
1481
Udine Wealth Management
Florida
$8.92M -$521K -2,042 -6%
SCM
1482
Summerhill Capital Management
Ontario, Canada
$8.91M -$41.3K -162 -0.5%
LAM
1483
L2 Asset Management
Massachusetts
$8.91M -$19.4K -76 -0.2%
SI
1484
Sava Infond
Slovenia
$8.91M +$574K +2,250 +8%
HW
1485
HORAN Wealth
Ohio
$8.9M +$7.84M +30,714 New
ITIM
1486
Indiana Trust & Investment Management
Indiana
$8.9M +$77.8K +305 +1%
BMA
1487
Brooks Moore & Associates
Tennessee
$8.9M +$33.7K +132 +0.4%
HIM
1488
Hillsdale Investment Management
Ontario, Canada
$8.89M +$6.15M +24,110 +369%
WBWA
1489
William B. Walkup & Associates
South Carolina
$8.87M -$510 -2 -0%
CF
1490
Concorde Financial
Texas
$8.86M +$16.1K +63 +0.2%
MA
1491
McBroom & Associates
Nevada
$8.85M
CCA
1492
Cooper Capital Advisors
California
$8.85M +$30.4K +119 +0.4%
SCP
1493
Stamos Capital Partners
California
$8.84M +$3.09M +12,091 +66%
ACS
1494
Archford Capital Strategies
Illinois
$8.84M +$924K +3,619 +13%
HEIP
1495
Hudson Edge Investment Partners
New Jersey
$8.84M +$175K +685 +2%
O
1496
Ossiam
France
$8.83M -$506K -1,982 -6%
SSW
1497
Stone Summit Wealth
Florida
$8.82M -$87.5K -343 -1%
PG
1498
Patten Group
Tennessee
$8.8M -$137K -536 -2%
HI
1499
Hoey Investments
Pennsylvania
$8.79M -$727K -2,847 -9%
AC
1500
Addison Capital
Pennsylvania
$8.78M +$54.1K +212 +0.7%

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.