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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
BRCM
1776
Bright Rock Capital Management
Massachusetts
$6.38M
CCWM
1777
Cassaday & Co Wealth Management
Virginia
$6.37M +$54.4K +213 +1%
BMC
1778
Beaton Management Company
Massachusetts
$6.37M
RCWM
1779
Royal Capital Wealth Management
Indiana
$6.36M +$2.04K +8 +0%
NSB
1780
Norway Savings Bank
Maine
$6.35M -$46.7K -183 -0.8%
SIM
1781
Studio Investment Management
Illinois
$6.35M -$84K -329 -1%
SOAMC
1782
Spirit of America Management Corp
New York
$6.35M
ECML
1783
Eagle Capital Management (Louisiana)
Louisiana
$6.34M +$255 +1 +0%
HI
1784
Hudock Inc
Pennsylvania
$6.32M +$7.91K +31 +0.1%
ACM
1785
Altrius Capital Management
North Carolina
$6.32M -$100K -393 -2%
BLC
1786
Brown, Lisle/Cummings
Rhode Island
$6.32M +$76.6K +300 +1%
BCM
1787
Blume Capital Management
California
$6.3M -$58.9K -231 -1%
I
1788
InvesTrust
Oklahoma
$6.3M -$5.05M -19,775 -48%
PRS
1789
Pinkerton Retirement Specialists
Idaho
$6.3M -$123K -482 -2%
DE
1790
Diversified Enterprises
Delaware
$6.29M -$65.8K -258 -1%
VWM
1791
Valley Wealth Managers
New Jersey
$6.29M -$82.2K -322 -1%
CCM
1792
Consolidated Capital Management
California
$6.29M +$156K +612 +3%
SCM
1793
Seascape Capital Management
New Hampshire
$6.28M -$235K -922 -4%
SS
1794
SBI Securities
Japan
$6.28M -$430K -1,686 -7%
AWA
1795
Aaron Wealth Advisors
Illinois
$6.27M +$364K +1,428 +7%
BIG
1796
Brooklyn Investment Group
New York
$6.24M +$5.81M +22,757 +89%
RSA
1797
River Street Advisors
Illinois
$6.23M +$65.8K +258 +1%
PRA
1798
Pine Ridge Advisers
New York
$6.23M
LAM
1799
LOM Asset Management
$6.23M +$5.48M +21,482 New
APG
1800
Abacus Planning Group
South Carolina
$6.21M -$23.2K -91 -0.4%

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.