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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
PWAM
1526
Private Wealth Asset Management
Iowa
$8.61M -$649K -2,545 -8%
WE
1527
Wealth Effects
Massachusetts
$8.59M +$92.1K +361 +1%
FDP
1528
Financiere des Professionnels
Quebec, Canada
$8.58M -$21.2K -83 -0.3%
OFA
1529
Oak Family Advisors
Illinois
$8.58M +$2.57M +10,089 +52%
EBT
1530
Enterprise Bank & Trust
Massachusetts
$8.56M -$80.4K -315 -1%
ZCI
1531
Zevenbergen Capital Investments
Washington
$8.56M -$56.1K -220 -0.7%
CFCI
1532
Comprehensive Financial Consultants Institutional
Indiana
$8.52M -$425K -1,666 -5%
PCM
1533
Patient Capital Management
Maryland
$8.52M
ANB
1534
Amarillo National Bank
Texas
$8.49M +$6.89K +27 +0.1%
AIM
1535
AHL Investment Management
Florida
$8.47M -$619K -2,427 -8%
LC
1536
Lincoln Capital
Nebraska
$8.46M -$44.1K -173 -0.6%
GCP
1537
GSA Capital Partners
United Kingdom
$8.46M +$6.53M +25,589 +714%
AIP
1538
Ameritas Investment Partners
Nebraska
$8.46M -$162K -635 -2%
HKIM
1539
Hayek Kallen Investment Management
Alabama
$8.45M +$370K +1,448 +5%
CWP
1540
Concord Wealth Partners
Virginia
$8.45M +$19.6K +77 +0.3%
CAMV
1541
Concord Asset Management (Virginia)
Virginia
$8.45M +$607K +2,379 +9%
TBT
1542
Texas Bank & Trust
Texas
$8.44M +$39K +153 +0.5%
GWANC
1543
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.44M +$346K +1,356 +5%
SMI
1544
Shelter Mutual Insurance
Missouri
$8.41M
EFM
1545
E Fund Management
China
$8.41M -$2.76M -10,835 -27%
AIM
1546
AMI Investment Management
Indiana
$8.41M -$397K -1,557 -5%
HIC
1547
Holderness Investments Company
North Carolina
$8.4M +$246K +964 +3%
CRCM
1548
Crystal Rock Capital Management
Illinois
$8.38M +$829K +3,250 +13%
SIA
1549
SeaBridge Investment Advisors
New Jersey
$8.37M +$209K +818 +3%
ESB
1550
Essex Savings Bank
Connecticut
$8.36M -$101K -394 -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.