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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
AO
1851
Advisor OS
Illinois
$5.87M +$12K +47 +0.2%
WC
1852
Waterloo Capital
Texas
$5.86M +$583K +2,284 +13%
TAP
1853
Tounjian Advisory Partners
Florida
$5.85M -$112K -440 -2%
AIM
1854
Acropolis Investment Management
Missouri
$5.84M +$12.2K +48 +0.2%
CVA
1855
Central Valley Advisors
California
$5.84M -$86.8K -340 -2%
SW
1856
StrongBox Wealth
Missouri
$5.83M +$214K +840 +4%
AA
1857
ALPS Advisors
Colorado
$5.82M -$156K -612 -3%
SLT
1858
St Louis Trust
Missouri
$5.81M
GFG
1859
Goldstone Financial Group
Illinois
$5.81M +$188K +735 +4%
RFA
1860
Resurgent Financial Advisors
Georgia
$5.8M +$126K +493 +3%
LOIM
1861
Liberty One Investment Management
Illinois
$5.8M -$637K -2,496 -11%
PB
1862
Pinnacle Bancorp
Nebraska
$5.8M -$72K -282 -1%
NIP
1863
Nicholas Investment Partners
California
$5.79M
SI
1864
Shaker Investments
Ohio
$5.78M +$1.59M +6,236 +46%
DC
1865
DeDora Capital
California
$5.75M -$123K -481 -2%
HL
1866
HeadInvest LLC
Maine
$5.75M -$1.5M -5,893 -23%
AWE
1867
Avidian Wealth Enterprises
Texas
$5.75M -$37.5K -147 -0.7%
Edgewood Management
1868
Edgewood Management
Connecticut
$5.73M -$35.7K -140 -0.7%
JGCM
1869
Joseph Group Capital Management
Ohio
$5.72M -$419K -1,642 -8%
WA
1870
Wasatch Advisors
Utah
$5.71M
PFMOSF
1871
Philadelphia Financial Management of San Francisco
California
$5.7M +$5.02M +19,672 New
LJAC
1872
L.J. Altfest & Co
New York
$5.7M -$34.7K -136 -0.7%
Financial Engines Advisors
1873
Financial Engines Advisors
California
$5.69M +$800K +3,133 +19%
MA
1874
MONECO Advisors
Connecticut
$5.68M +$434K +1,701 +10%
IP
1875
Intellectus Partners
California
$5.67M +$7.4K +29 +0.1%

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.