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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
MFC
1701
Mechanics Financial Corp
Ohio
$6.96M +$16.6K +65 +0.3%
BCM
1702
Bretton Capital Management
California
$6.96M
MCB
1703
Morton Community Bank
Illinois
$6.95M +$17.9K +70 +0.3%
AFP
1704
Ausdal Financial Partners
Iowa
$6.95M +$343K +1,343 +6%
LNWTC
1705
Laird Norton Wetherby Trust Company
Washington
$6.93M
BOPW
1706
Brandywine Oak Private Wealth
Pennsylvania
$6.92M -$803K -3,147 -12%
EFG
1707
Ethos Financial Group
Pennsylvania
$6.92M +$118K +464 +2%
HCM
1708
Hudson Capital Management
New Jersey
$6.89M -$39.8K -156 -0.7%
BEC
1709
Blue Edge Capital
Virginia
$6.89M +$14.8K +58 +0.2%
PDL
1710
Portfolio Design Labs
California
$6.89M +$1.63M +6,387 +37%
PBC
1711
Pavion Blue Capital
California
$6.88M +$211K +827 +4%
CWM
1712
Connecticut Wealth Management
Connecticut
$6.86M -$12.2K -48 -0.2%
SF
1713
Symphony Financial
Texas
$6.86M +$4.62M +18,115 +208%
NG
1714
Novem Group
New York
$6.85M +$6.38K +25 +0.1%
FAM
1715
Formidable Asset Management
Ohio
$6.85M -$17.1K -67 -0.2%
NB
1716
Nicolet Bankshares
Wisconsin
$6.83M +$223K +873 +4%
V
1717
VeraBank
Texas
$6.82M +$792K +3,102 +15%
MFS
1718
Monetta Financial Services
Illinois
$6.81M
ACM
1719
AlphaStar Capital Management
North Carolina
$6.8M +$150K +589 +3%
SEIA
1720
Signature Estate & Investment Advisors
California
$6.79M +$487K +1,909 +9%
TPWA
1721
TRUE Private Wealth Advisors
Oregon
$6.77M -$252K -986 -4%
AFA
1722
Arlington Financial Advisors
California
$6.77M -$428K -1,676 -7%
SIAG
1723
Signet Investment Advisory Group
Rhode Island
$6.76M -$25.8K -101 -0.4%
PS
1724
Pensionfund Sabic
Netherlands
$6.75M +$102K +400 +2%
HWM
1725
Hohimer Wealth Management
Washington
$6.75M -$104K -407 -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.