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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
PCM
1901
Princeton Capital Management
New Jersey
$5.54M +$29.6K +116 +0.6%
LRWA
1902
Long Run Wealth Advisors
New York
$5.54M -$683K -2,675 -12%
MIM
1903
Moseley Investment Management
Florida
$5.54M +$101K +395 +2%
PSB
1904
Piscataqua Savings Bank
New Hampshire
$5.53M -$44.7K -175 -0.9%
CAM
1905
Chesapeake Asset Management
New York
$5.52M -$36K -141 -0.7%
RFWA
1906
RPg Family Wealth Advisory
Massachusetts
$5.52M +$4.86M +19,050 New
Group One Trading
1907
Group One Trading
Illinois
$5.52M +$4.86M +19,035 New
TP
1908
Tranquility Partners
Tennessee
$5.52M -$12.5K -49 -0.3%
PMA
1909
Prudent Man Advisors
Illinois
$5.51M +$482K +1,887 +11%
HA
1910
Huntleigh Advisors
Missouri
$5.51M +$35.5K +139 +0.7%
MUAMU
1911
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.51M -$510K -2,000 -10%
MC
1912
Marest Capital
California
$5.51M +$495K +1,941 +11%
GIM
1913
Generali Investments Management
Slovenia
$5.5M +$43.1K +169 +0.9%
FFS
1914
Fischer Financial Services
Pennsylvania
$5.5M -$92.1K -361 -2%
MIM
1915
Miller Investment Management
Pennsylvania
$5.49M
PC
1916
Permanens Capital
New York
$5.47M +$534K +2,092 +12%
WCM
1917
Wisconsin Capital Management
Wisconsin
$5.47M +$4.81M +18,861 New
BO
1918
Bank OZK
Arkansas
$5.46M -$137K -537 -3%
CH
1919
Canton Hathaway
Rhode Island
$5.46M
SPC
1920
Spirepoint Private Client
Florida
$5.46M -$112K -439 -2%
BMC
1921
Benin Management Corp
Connecticut
$5.45M +$316K +1,240 +7%
BFPW
1922
BOK Financial Private Wealth
Colorado
$5.45M -$590K -2,312 -11%
SDWIA
1923
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.45M
1WA
1924
180 Wealth Advisors
Washington
$5.43M -$72.7K -285 -1%
ACM
1925
Aljian Capital Management
Nevada
$5.42M -$91.1K -357 -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.