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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
WGC
1951
Watts Gwilliam & Co
Arizona
$5.23M -$54.6K -214 -1%
QWM
1952
Quadcap Wealth Management
Texas
$5.23M -$3.57K -14 -0.1%
3IP
1953
3Chopt Investment Partners
Virginia
$5.22M -$19.1K -75 -0.4%
UAG
1954
United Advisor Group
Ohio
$5.2M +$298K +1,168 +7%
EA
1955
Eclectic Associates
California
$5.2M +$386K +1,512 +9%
MFA
1956
Mayflower Financial Advisors
Massachusetts
$5.19M -$181K -711 -4%
FWM
1957
Forza Wealth Management
Florida
$5.19M -$9.19K -36 -0.2%
TNA
1958
True North Advisors
Texas
$5.19M -$703K -2,755 -13%
AIM
1959
Aspen Investment Management
Michigan
$5.19M -$7.4K -29 -0.2%
LMKC
1960
L.M. Kohn & Company
Ohio
$5.19M -$121K -475 -3%
CAC
1961
Certified Advisory Corp
Florida
$5.19M -$954K -3,740 -17%
AEPWM
1962
Atlantic Edge Private Wealth Management
Florida
$5.18M -$17.9K -70 -0.4%
IAS
1963
Investment Advisory Services
Texas
$5.18M +$71.2K +279 +2%
SM
1964
Sweeney & Michel
California
$5.18M -$47.5K -186 -1%
AWM
1965
Affinity Wealth Management
Delaware
$5.18M -$2.81K -11 -0.1%
AWM
1966
Angeles Wealth Management
California
$5.18M -$33.9K -133 -0.7%
XT
1967
XTX Topco
Cayman Islands
$5.17M +$4.55M +17,842 New
RMAM
1968
Raab & Moskowitz Asset Management
New Jersey
$5.17M -$340K -1,334 -7%
NAS
1969
NWF Advisory Services
California
$5.17M +$544K +2,132 +14%
IIA
1970
IPG Investment Advisors
California
$5.16M -$234K -917 -5%
GKWIM
1971
Gerber Kawasaki Wealth & Investment Management
California
$5.16M +$378K +1,482 +9%
TIA
1972
Tiemann Investment Advisors
California
$5.15M
GGHC
1973
Gilder Gagnon Howe & Co
New York
$5.14M -$781K -3,062 -15%
CRWM
1974
Castle Rock Wealth Management
California
$5.14M +$1.55M +6,087 +53%
HFBOT
1975
Home Federal Bank of Tennessee
Tennessee
$5.13M

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.