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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
RW
1726
Rockport Wealth
Ohio
$6.74M +$5.93M +23,244 New
KFI
1727
Key Financial Inc
Pennsylvania
$6.74M -$5.1K -20 -0.1%
DA
1728
Dover Advisors
Virginia
$6.72M -$846K -3,315 -13%
MWA
1729
Midland Wealth Advisors
Illinois
$6.72M -$63.5K -249 -1%
BOS
1730
Bank of Stockton
California
$6.67M -$61.5K -241 -1%
EC
1731
Enhancing Capital
Pennsylvania
$6.67M
LS
1732
Leelyn Smith
Illinois
$6.66M -$158K -621 -3%
WMA
1733
West Michigan Advisors
Michigan
$6.66M +$99.3K +389 +2%
ORC
1734
O'Rourke & Company
Massachusetts
$6.66M -$85.2K -334 -1%
MCM
1735
Mainstay Capital Management
Michigan
$6.64M +$2.93M +11,470 +100%
PCTC
1736
Perkins Coie Trust Company
Washington
$6.64M -$29.1K -114 -0.5%
AF
1737
AGP Franklin
Tennessee
$6.63M +$74.8K +293 +1%
KJHP
1738
K.J. Harrison & Partners
Ontario, Canada
$6.62M -$3.32M -13,000 -36%
NPA
1739
Nichols & Pratt Advisers
Massachusetts
$6.61M +$162K +635 +3%
WPW
1740
Waldron Private Wealth
Pennsylvania
$6.61M -$177K -692 -3%
GD
1741
Grandfield & Dodd
New York
$6.59M +$122K +478 +2%
NCM
1742
NCM Capital Management
New Jersey
$6.58M +$13K +51 +0.2%
SWA
1743
SOA Wealth Advisors
New York
$6.56M -$185K -725 -2%
TSWM
1744
Triangle Securities Wealth Management
North Carolina
$6.56M -$946K -3,709 -14%
CWM
1745
Cornerstone Wealth Management
Missouri
$6.56M -$15.1K -59 -0.3%
CIA
1746
Cohen Investment Advisors
New Hampshire
$6.56M +$96.2K +377 +2%
KTC
1747
Kentucky Trust Company
Kentucky
$6.55M -$30.6K -120 -0.5%
HPCM
1748
Hunter Perkins Capital Management
Illinois
$6.55M +$11.5K +45 +0.2%
TM
1749
TigerOak Management
New Mexico
$6.55M +$246K +963 +4%
SLC
1750
Second Line Capital
Louisiana
$6.55M +$72.2K +283 +1%

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.