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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
CI
1626
Cherokee Insurance
Michigan
$7.69M
PKC
1627
Palmer Knight Company
Florida
$7.68M -$1.71M -6,719 -20%
MCM
1628
McRae Capital Management
New Jersey
$7.67M -$56.9K -223 -0.8%
CAM
1629
Covenant Asset Management
New Jersey
$7.66M +$75.5K +296 +1%
LCM
1630
Liberty Capital Management
Michigan
$7.65M +$35.2K +138 +0.5%
AF
1631
Arrow Financial
New York
$7.63M -$152K -594 -2%
KIC
1632
Kensington Investment Counsel
California
$7.6M +$169K +662 +3%
OPA
1633
Old Port Advisors
Maine
$7.6M -$23.7K -93 -0.4%
LA
1634
LVW Advisors
New York
$7.59M -$148K -579 -2%
BC
1635
Bowman & Company
Wisconsin
$7.58M +$65.1K +255 +1%
UCI
1636
Uncommon Cents Investing
Wisconsin
$7.57M +$73.2K +287 +1%
TCA
1637
Trifecta Capital Advisors
Illinois
$7.57M +$568K +2,227 +9%
IIC
1638
Integrated Investment Consultants
Michigan
$7.55M -$955K -3,744 -13%
MCCA
1639
Mill Creek Capital Advisors
Pennsylvania
$7.55M -$226K -885 -3%
BP
1640
Broadleaf Partners
Ohio
$7.54M +$3.18M +12,442 +92%
SCM
1641
Silvant Capital Management
Georgia
$7.53M
A
1642
Argentarii
Ohio
$7.52M -$40.3K -158 -0.6%
AIA
1643
AssuredPartners Investment Advisors
Florida
$7.51M -$1.04M -4,068 -14%
SSI
1644
Scott & Selber Inc
Texas
$7.5M +$5.36K +21 +0.1%
LDB
1645
Lee, Danner & Bass
Tennessee
$7.5M -$439K -1,722 -6%
CI
1646
CX Institutional
Indiana
$7.49M +$311K +1,220 +5%
AIS
1647
AM Investment Strategies
Tennessee
$7.47M -$69.9K -274 -1%
AWM
1648
Avaii Wealth Management
Wisconsin
$7.46M +$1.51M +5,931 +30%
JF
1649
Jericho Financial
Ohio
$7.46M -$94.9K -372 -1%
LRPA
1650
L. Roy Papp & Associates
Arizona
$7.46M

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.