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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
MMG
1651
Monetary Management Group
Missouri
$7.44M +$12.8K +50 +0.2%
MSAM
1652
Moloney Securities Asset Management
Missouri
$7.43M +$802K +3,142 +14%
IRAG
1653
Investment Research & Advisory Group
Georgia
$7.42M +$37.5K +147 +0.6%
PPWP
1654
Premier Path Wealth Partners
New Jersey
$7.4M +$271K +1,060 +4%
RWM
1655
RKL Wealth Management
Pennsylvania
$7.38M +$4.34K +17 +0.1%
BL
1656
BFSG LLC
California
$7.37M -$53.6K -210 -0.8%
SP
1657
Saranac Partners
$7.35M -$72.5K -284 -1%
NL
1658
NWAM LLC
Washington
$7.31M +$1.2M +4,697 +23%
MPPLM
1659
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.31M +$47.2K +185 +0.7%
RP
1660
Rowlandmiller & Partners
Georgia
$7.28M +$3.83K +15 +0.1%
TBNY
1661
Trustco Bank (New York)
New York
$7.27M +$624K +2,446 +11%
AB
1662
Atlas Brown
Kentucky
$7.26M +$36.7K +144 +0.6%
RWA
1663
Roberts Wealth Advisors
California
$7.25M +$38.5K +151 +0.6%
EML
1664
Eos Management LP
New York
$7.25M
AIM
1665
Athena Investment Management
California
$7.23M -$67.9K -266 -1%
PWS
1666
Peloton Wealth Strategists
Indiana
$7.23M -$102K -400 -2%
BIM
1667
Brentview Investment Management
Illinois
$7.23M -$115K -450 -2%
AIMA
1668
Ables Iannone Moore & Associates
Georgia
$7.22M -$157K -614 -2%
CNC
1669
Citizens & Northern Corp
Pennsylvania
$7.22M -$291K -1,140 -4%
GBWM
1670
Granite Bay Wealth Management
New Hampshire
$7.2M -$10.7K -42 -0.2%
DCM
1671
Dudley Capital Management
Virginia
$7.2M -$5.1K -20 -0.1%
SGCA
1672
Steel Grove Capital Advisors
Tennessee
$7.19M -$510K -2,000 -7%
MVA
1673
Mount Vernon Associates
Maryland
$7.18M -$54.1K -212 -0.8%
QIM
1674
Quantitative Investment Management
Virginia
$7.18M +$3.91M +15,305 +162%
BBA
1675
Baader Bank Aktiengesellschaft
Germany
$7.15M -$1M -3,931 -14%

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.