We are live on ! Find out more
JPM icon

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
FMTCOCP
1876
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.66M +$6.89K +27 +0.1%
MSK
1877
Melissa S. Kampmann
$5.65M -$110K -430 -2%
KP
1878
Keel Point
Alabama
$5.65M +$418K +1,637 +9%
TWP
1879
Tyche Wealth Partners
Texas
$5.65M +$57.4K +225 +1%
ICP
1880
Impact Capital Partners
Colorado
$5.64M +$562K +2,202 +13%
ZF
1881
Zhang Financial
Michigan
$5.64M +$1.53K +6 +0%
EPIMS
1882
Evelyn Partners Investment Management Services
$5.63M +$271K +1,062 +6%
GIM
1883
Gold Investment Management
Alberta, Canada
$5.63M +$66.1K +259 +1%
FIC
1884
FCG Investment Company
Tennessee
$5.62M +$64.6K +253 +1%
CCA
1885
Cobblestone Capital Advisors
New York
$5.61M +$370K +1,448 +8%
WPC
1886
White Pine Capital
Minnesota
$5.61M +$44.7K +175 +0.9%
NF
1887
Nvest Financial
New Hampshire
$5.61M +$72K +282 +1%
CCWA
1888
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.61M +$1.26M +4,941 +34%
HCM
1889
Huber Capital Management
California
$5.6M
SWM
1890
Segment Wealth Management
Texas
$5.6M +$54.4K +213 +1%
NWM
1891
Northcape Wealth Management
New York
$5.6M -$117K -460 -2%
RDFA
1892
Ritter Daniher Financial Advisory
Ohio
$5.6M +$26.5K +104 +0.5%
FBC
1893
Fairfield, Bush & Co
Connecticut
$5.59M -$89.1K -349 -2%
HIC
1894
Harvey Investment Company
Kentucky
$5.58M
FAP
1895
Financial Advisory Partners
Florida
$5.58M -$281K -1,100 -5%
EWM
1896
Evermay Wealth Management
Virginia
$5.57M -$54.9K -215 -1%
DA
1897
Doliver Advisors
Texas
$5.57M -$369K -1,446 -7%
LM
1898
Lincluden Management
Ontario, Canada
$5.56M -$1.33M -5,230 -21%
AAS
1899
Ameritas Advisory Services
Nebraska
$5.56M -$3.98M -15,597 -45%
VCM
1900
Violich Capital Management
California
$5.56M -$277K -1,085 -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.