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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
ECM
1751
ExodusPoint Capital Management
New York
$6.54M -$29.9M -117,286 -84%
SF
1752
Slagle Financial
Illinois
$6.54M +$157K +615 +3%
UB
1753
Umpqua Bank
Oregon
$6.53M -$283K -1,110 -5%
IAS
1754
IMA Advisory Services
Colorado
$6.52M +$55.1K +216 +1%
AC
1755
Apella Capital
Connecticut
$6.51M +$2.45M +9,588 +76%
RCG
1756
Regatta Capital Group
California
$6.5M +$74.5K +292 +1%
RAM
1757
Ramirez Asset Management
New York
$6.5M +$1.8M +7,071 +46%
WC
1758
Wynn Capital
Georgia
$6.49M -$46.4K -182 -0.8%
FM
1759
Family Management
New York
$6.49M -$38.5K -151 -0.7%
CIC
1760
Chilton Investment Company
Connecticut
$6.48M +$616K +2,414 +12%
IFPG
1761
Intrepid Financial Planning Group
Indiana
$6.48M +$20.9K +82 +0.4%
PIP
1762
Peachtree Investment Partners
Florida
$6.47M +$582K +2,281 +11%
SSWM
1763
Sheets Smith Wealth Management
North Carolina
$6.47M -$19.1K -75 -0.3%
WP
1764
WealthPLAN Partners
Nebraska
$6.43M -$779K -3,052 -12%
ATC
1765
Adirondack Trust Company
New York
$6.43M -$24.8K -97 -0.4%
LC
1766
Legacy CG
Texas
$6.42M -$84K -329 -1%
WR
1767
WD Rutherford
Oregon
$6.42M -$191K -750 -3%
CFMC
1768
Curbstone Financial Management Corp
New Hampshire
$6.41M +$102K +401 +2%
AMG
1769
Advisors Management Group
Wisconsin
$6.41M -$95.7K -375 -2%
XSC
1770
X-Square Capital
Puerto Rico
$6.41M -$25.3K -99 -0.4%
JSL
1771
JT Stratford LLC
Georgia
$6.4M +$72.2K +283 +1%
MPIA
1772
Mountain Pacific Investment Advisers
Idaho
$6.39M -$206K -807 -4%
BCFS
1773
Butensky & Cohen Financial Security
Florida
$6.39M -$259K -1,014 -4%
MC
1774
Mathes Company
New York
$6.38M -$293K -1,147 -5%
MCM
1775
Monarch Capital Management
Indiana
$6.38M -$140K -550 -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.