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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
LI
1976
LRI Investments
Florida
$5.13M +$26.8K +105 +0.3%
NAG
1977
Northstar Advisory Group
New Jersey
$5.13M +$2.75M +10,778 +156%
FUBT
1978
First United Bank & Trust
Maryland
$5.13M -$55.6K -218 -1%
MPA
1979
Marvin & Palmer Associates
Delaware
$5.12M +$1.24M +4,873 +38%
BCM
1980
Brookmont Capital Management
Texas
$5.12M -$825K -3,232 -15%
ABWM
1981
Alpine Bank Wealth Management
Colorado
$5.12M -$32.4K -127 -0.7%
WA
1982
WP Advisors
California
$5.1M +$101K +395 +2%
TPW
1983
Transatlantique Private Wealth
New York
$5.1M -$314K -1,229 -7%
VIP
1984
Viewpoint Investment Partners
Alberta, Canada
$5.1M +$2.58M +10,095 +135%
WA
1985
Wealth Alliance
New York
$5.09M +$183K +719 +4%
HVP
1986
Hudson Value Partners
Florida
$5.09M +$564K +2,210 +14%
BHB
1987
Bank Hapoalim BM
Israel
$5.08M -$403K -1,581 -8%
WFAG
1988
Worth Financial Advisory Group
North Carolina
$5.07M +$18.4K +72 +0.4%
MFS
1989
Mirabella Financial Services
United Kingdom
$5.07M -$26.6M -104,196 -86%
MFS
1990
Mattson Financial Services
Michigan
$5.06M +$64.3K +252 +1%
BCM
1991
Buckhead Capital Management
Georgia
$5.05M -$3.07M -12,037 -41%
PSP
1992
Principal Street Partners
Tennessee
$5.04M +$2.62M +10,272 +144%
VBCG
1993
Valley Brook Capital Group
Pennsylvania
$5.04M +$38.8K +152 +0.9%
DA
1994
Denali Advisors
California
$5.04M -$204K -800 -4%
SFG
1995
Snider Financial Group
Washington
$5.03M -$24.2K -95 -0.5%
CIP
1996
Convergence Investment Partners
Florida
$5.03M +$322K +1,261 +8%
BWM
1997
BKM Wealth Management
Wisconsin
$5.02M +$8.93K +35 +0.2%
ODG
1998
O'Dell Group
Ohio
$5.02M -$10.5K -41 -0.2%
GPFA
1999
Game Plan Financial Advisors
Ohio
$5.02M +$134K +524 +3%
MIA
2000
MeadowBrook Investment Advisors
Michigan
$5.01M -$63K -247 -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.