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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
MWAM
1576
Manhattan West Asset Management
California
$8.15M -$2.19M -8,595 -23%
EPW
1577
Evergreen Private Wealth
Colorado
$8.14M -$72.5K -284 -1%
SC
1578
Soundwatch Capital
Connecticut
$8.14M +$3.4M +13,342 New
HNW
1579
High Note Wealth
Minnesota
$8.13M +$9.95K +39 +0.1%
SWM
1580
Scissortail Wealth Management
Oklahoma
$8.13M +$120K +472 +2%
UBG
1581
United Bank (Georgia)
Georgia
$8.12M +$355K +1,392 +5%
AIMCA
1582
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.12M -$15.7M -61,420 -69%
CCAM
1583
Codex Capital Asset Management
Texas
$8.12M
RBC
1584
Romano Brothers & Co
Illinois
$8.12M -$43.1K -169 -0.6%
PCA
1585
Peddock Capital Advisors
Massachusetts
$8.12M -$23.7K -93 -0.3%
FFA
1586
Founders Financial Alliance
North Carolina
$8.09M +$98.2K +385 +1%
ACM
1587
Alta Capital Management
Utah
$8.08M +$306K +1,200 +4%
EHC
1588
Everett Harris & Co
California
$8.07M +$365K +1,429 +5%
LHC
1589
Little House Capital
Massachusetts
$8.07M -$1.37M -5,355 -16%
FLI
1590
Family Legacy Inc
South Carolina
$8.02M -$373K -1,461 -5%
BONH
1591
Bank of New Hampshire
New Hampshire
$8.01M -$348K -1,363 -5%
SW
1592
SkyOak Wealth
Michigan
$8.01M -$92.9K -364 -1%
AW
1593
Atlas Wealth
Ohio
$7.99M -$35K -137 -0.5%
EFG
1594
Everhart Financial Group
Ohio
$7.97M +$340K +1,334 +5%
AF
1595
Advisornet Financial
Minnesota
$7.97M +$133K +521 +2%
PCP
1596
Proficio Capital Partners
Massachusetts
$7.96M +$3.13M +12,275 +81%
OAM
1597
Occidental Asset Management
California
$7.96M +$309K +1,212 +5%
CA
1598
CoreCap Advisors
Michigan
$7.94M +$376K +1,472 +6%
RCM
1599
RB Capital Management
Nevada
$7.94M +$138K +540 +2%
AA
1600
Argent Advisors
Louisiana
$7.94M -$509K -1,994 -7%

JPM Hedge Fund Activity: Q2 2025 in Review

4,743 of the 7,599 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.