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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
KCP
1801
Kera Capital Partners
California
$6.2M +$391K +1,534 +8%
OFS
1802
OneAscent Financial Services
Alabama
$6.19M +$310K +1,216 +6%
SFA
1803
Souders Financial Advisors
Ohio
$6.18M -$351K -1,374 -6%
MCM
1804
Marathon Capital Management
Maryland
$6.17M -$102K -400 -2%
VIM
1805
Vista Investment Management
Pennsylvania
$6.17M -$32.9K -129 -0.6%
GCM
1806
Gables Capital Management
Florida
$6.16M -$246K -963 -4%
CT
1807
Coastline Trust
Rhode Island
$6.15M -$65.3K -256 -1%
WIM
1808
Wittenberg Investment Management
Massachusetts
$6.15M -$179K -700 -3%
MSE
1809
MUFG Securities EMEA
United Kingdom
$6.15M +$2.1M +8,213 +63%
CLA
1810
Carnegie Lake Advisors
New Jersey
$6.14M -$71.7K -281 -1%
FWM
1811
Finer Wealth Management
Massachusetts
$6.13M +$91.1K +357 +2%
WAM
1812
Wakefield Asset Management
Colorado
$6.12M -$87.8K -344 -2%
FPF
1813
First Pacific Financial
Washington
$6.12M +$4.53M +17,755 +530%
SAM
1814
Sycomore Asset Management
France
$6.12M
TLP
1815
Trinity Legacy Partners
Texas
$6.11M +$33.4K +131 +0.6%
PP
1816
Pacifica Partners
Canada
$6.11M -$84K -329 -2%
MG
1817
Mather Group
Illinois
$6.09M +$20.2K +79 +0.4%
AA
1818
Armis Advisers
Georgia
$6.09M +$554K +2,169 +11%
DMKJ
1819
David M. Knott Jr
$6.08M
FCM
1820
Fire Capital Management
California
$6.08M +$8.17K +32 +0.2%
PWM
1821
Pines Wealth Management
North Carolina
$6.08M +$116K +454 +2%
EWM
1822
EPG Wealth Management
Georgia
$6.07M -$642K -2,515 -11%
TSMHT
1823
Thurston Springer Miller Herd & Titak
Indiana
$6.07M -$1.18M -4,635 -18%
COI
1824
Connable Office Inc
Michigan
$6.06M -$218K -855 -4%
HA
1825
Hamel Associates
New Jersey
$6.06M -$287K -1,125 -5%

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.