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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
RSS
1676
Rosenblum Silverman Sutton
California
$7.15M +$8.93K +35 +0.1%
CIM
1677
CIM Investment Management
Pennsylvania
$7.14M +$3.36M +13,156 +96%
GJWM
1678
Gilliland Jeter Wealth Management
Arkansas
$7.13M -$52.8K -207 -0.8%
WPI
1679
Walter Public Investments
Canada
$7.12M -$8.62M -33,777 -58%
LJCM
1680
Lee Johnson Capital Management
Texas
$7.1M +$1.65M +6,481 +36%
MCC
1681
Malaga Cove Capital
California
$7.1M -$182K -713 -3%
TPI
1682
Trust Point Inc
Wisconsin
$7.08M +$621K +2,432 +11%
PMSA
1683
Patrick M. Sweeney & Associates
Illinois
$7.08M -$3.06K -12 -0.1%
FFA
1684
Fragasso Financial Advisors
Pennsylvania
$7.06M +$394K +1,543 +7%
CGL
1685
Clarius Group LLC
Washington
$7.06M -$103K -402 -2%
AL
1686
Aspiriant LLC
California
$7.05M -$491K -1,923 -7%
SWM
1687
SeaCrest Wealth Management
New York
$7.05M -$1.21M -4,757 -16%
1IA
1688
1834 Investment Advisors
Wisconsin
$7.05M -$30.9K -121 -0.5%
SCI
1689
S&CO Inc
Massachusetts
$7.05M -$28.6K -112 -0.5%
SIAP
1690
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.05M +$72.5K +284 +1%
GCA
1691
Gradient Capital Advisors
California
$7.04M +$62.5K +245 +1%
SS
1692
Sunbelt Securities
Texas
$7.04M +$965K +3,783 +15%
IA
1693
Icon Advisers
Colorado
$7.03M
WAS
1694
Winch Advisory Services
Wisconsin
$7.01M -$30.6K -120 -0.5%
GSB
1695
Greenfield Savings Bank
Massachusetts
$7M +$25.8K +101 +0.4%
HA
1696
Harbor Advisors
Florida
$7M
OC
1697
Optimas Capital
Hong Kong
$6.99M +$237K +929 +4%
SIC
1698
Shoker Investment Counsel
Ohio
$6.97M -$44.1K -173 -0.7%
VWMG
1699
Virginia Wealth Management Group
Virginia
$6.96M +$68.9K +270 +1%
MAWCM
1700
Mine & Arao Wealth Creation & Management
California
$6.96M -$16.6K -65 -0.3%

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.