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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
CNFG
1501
Creegan & Nassoura Financial Group
New Hampshire
$8.77M -$356K -1,395 -4%
MFG
1502
MidWestOne Financial Group
Iowa
$8.77M +$766 +3 +0%
UHC
1503
Union Heritage Capital
Michigan
$8.76M
Nomura Holdings
1504
Nomura Holdings
Japan
$8.75M -$37.8M -148,063 -83%
NB
1505
Northwest Bancshares
Pennsylvania
$8.74M -$156K -611 -2%
KA
1506
Kovack Advisors
Florida
$8.72M -$108K -423 -1%
DW30
1507
Drucker Wealth 3.0
New Jersey
$8.72M -$1.75M -6,841 -18%
SC
1508
Skylands Capital
Wisconsin
$8.71M -$1.33M -5,230 -15%
AH
1509
Allen Holding
New York
$8.7M
ITC
1510
Inspire Trust Company
Nevada
$8.7M +$1.28M +5,000 +20%
KWA
1511
Kingswood Wealth Advisors
California
$8.7M +$82.7K +324 +1%
IIC
1512
Ironwood Investment Counsel
Arizona
$8.7M +$792K +3,105 +12%
GIA
1513
Guyasuta Investment Advisors
Pennsylvania
$8.69M +$194K +759 +3%
FC
1514
Forte Capital
New York
$8.69M -$99.8K -391 -1%
RMSCM
1515
R.M. Sincerbeaux Capital Management
New York
$8.69M
SBFM
1516
S-Bank Fund Management
Finland
$8.69M -$1.78M -6,974 -19%
NW
1517
Naviter Wealth
Arkansas
$8.69M +$179K +700 +2%
IA
1518
IFG Advisory
Georgia
$8.68M +$58.4K +229 +0.8%
EWA
1519
Exencial Wealth Advisors
Oklahoma
$8.65M -$73.7K -289 -1%
HCM
1520
Hall Capital Management
Rhode Island
$8.64M +$43.4K +170 +0.6%
HWA
1521
HCR Wealth Advisors
California
$8.64M -$54.9K -215 -0.7%
ACM
1522
Argyle Capital Management
Pennsylvania
$8.63M +$76.6K +300 +1%
MIP
1523
Marietta Investment Partners
Wisconsin
$8.62M -$127K -497 -2%
SACTSONJ
1524
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$8.61M
AI
1525
Arvest Investments
Arkansas
$8.61M -$179K -703 -2%

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.