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
LWM
1601
LJI Wealth Management
Indiana
$7.94M -$80.1K -314 -1%
CI
1602
Cigna Investments
Connecticut
$7.93M -$235K -920 -3%
KCM
1603
Kennedy Capital Management
Missouri
$7.92M -$1.2M -4,688 -15%
APIM
1604
Agate Pass Investment Management
Washington
$7.92M -$73K -286 -1%
CST
1605
Charles Schwab Trust
Nevada
$7.88M +$134K +524 +2%
MA
1606
Modus Advisors
Minnesota
$7.88M +$37K +145 +0.5%
DCM
1607
Delta Capital Management
New Jersey
$7.88M
TPM
1608
Triasima Portfolio Management
Quebec, Canada
$7.87M +$969K +3,796 +16%
AMI
1609
Amica Mutual Insurance
Rhode Island
$7.86M +$1.53M +6,000 +28%
SCM
1610
Sitrin Capital Management
California
$7.85M -$673K -2,637 -9%
SFGP
1611
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.81M -$143K -562 -2%
CWMK
1612
Caliber Wealth Management (Kansas)
Kansas
$7.81M +$72.2K +283 +1%
GM
1613
GeoWealth Management
Illinois
$7.81M +$40.1K +157 +0.6%
MCWS
1614
McKinley Carter Wealth Services
West Virginia
$7.79M +$243K +951 +4%
JWCA
1615
J.W. Coons Advisors
Ohio
$7.78M +$58.7K +230 +0.9%
FPB
1616
First PREMIER Bank
South Dakota
$7.78M +$13.5K +53 +0.2%
IAMOG
1617
Investors Asset Management of Georgia
Georgia
$7.77M -$84.5K -331 -1%
CIAS
1618
Capital Investment Advisory Services
North Carolina
$7.75M +$778K +3,049 +13%
MCA
1619
MSH Capital Advisors
Arizona
$7.75M +$25K +98 +0.4%
ST
1620
Smithfield Trust
Pennsylvania
$7.74M -$49.8K -195 -0.7%
CIG
1621
Consolidated Investment Group
Colorado
$7.74M
LWA
1622
Lineweaver Wealth Advisors
Ohio
$7.74M +$382K +1,497 +6%
BWM
1623
BNC Wealth Management
Oregon
$7.72M +$157K +614 +2%
MWM
1624
Mattern Wealth Management
Kansas
$7.7M -$75.8K -297 -1%
SFS
1625
Strategic Financial Services
New York
$7.69M -$137K -535 -2%

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.