We are live on ! Find out more
JPM icon

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
HPIA
1551
Hamilton Point Investment Advisors
North Carolina
$8.35M -$289K -1,132 -4%
PFM
1552
Phillips Financial Management
Indiana
$8.35M +$3.26M +12,776 +79%
CWAG
1553
Compton Wealth Advisory Group
Virginia
$8.34M +$14.5K +57 +0.2%
WIS
1554
Wright Investors Service
Connecticut
$8.33M +$12.5K +49 +0.2%
MIM
1555
MTM Investment Management
South Carolina
$8.32M +$78.9K +309 +1%
SB
1556
Strategic Blueprint
Georgia
$8.32M -$1.79M -7,018 -20%
HCM
1557
Hengehold Capital Management
Ohio
$8.3M -$175K -685 -2%
PGWM
1558
Parisi Gray Wealth Management
New Jersey
$8.3M +$47K +184 +0.6%
GLR
1559
Great Lakes Retirement
Ohio
$8.29M +$89.8K +352 +1%
LFA
1560
Lauterbach Financial Advisors
Texas
$8.29M +$4.59K +18 +0.1%
BBP
1561
Banco BTG Pactual
Brazil
$8.28M -$3.3M -12,916 -31%
SQA
1562
Simon Quick Advisors
New Jersey
$8.27M -$602K -2,359 -8%
Kayne Anderson Rudnick Investment Management
1563
Kayne Anderson Rudnick Investment Management
California
$8.26M +$336K +1,317 +5%
HA
1564
Herold Advisors
New York
$8.24M -$503K -1,971 -6%
HLCM
1565
Hi-Line Capital Management
South Dakota
$8.24M -$29.1K -114 -0.4%
TI
1566
tru Independence
Oregon
$8.24M -$146K -573 -2%
MSA
1567
Marino Stram & Associates
Massachusetts
$8.23M +$92.1K +361 +1%
CPW
1568
Cove Private Wealth
New York
$8.21M +$1.23M +4,813 +20%
HFM
1569
Hartford Financial Management
Connecticut
$8.2M -$6.31M -24,737 -47%
RCIM
1570
Red Cedar Investment Management
Michigan
$8.2M
ATI
1571
Act Two Investors
California
$8.2M
PTP
1572
Platform Technology Partners
New York
$8.19M +$52.8K +207 +0.7%
RZH
1573
Relyea Zuckerberg Hanson
Connecticut
$8.18M +$1.37M +5,375 +24%
BWG
1574
Berry Wealth Group
Texas
$8.18M +$6.38K +25 +0.1%
MCM
1575
MV Capital Management
Maryland
$8.16M -$133K -522 -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.