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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
AWM
2001
Aries Wealth Management
Maine
$5M -$308K -1,206 -7%
AG
2002
Algert Global
California
$5M -$166K -650 -4%
MCA
2003
Magnolia Capital Advisors
Mississippi
$4.99M -$149K -584 -3%
HDIM
2004
Hanson & Doremus Investment Management
Vermont
$4.98M -$1.1M -4,292 -20%
AWM
2005
Aprio Wealth Management
Georgia
$4.97M +$157K +616 +4%
PWG
2006
Portside Wealth Group
Utah
$4.97M +$121K +474 +3%
KNW
2007
Kesler Norman & Wride
Utah
$4.97M +$91.1K +357 +2%
IWA
2008
Invera Wealth Advisors
Oregon
$4.95M -$51.8K -203 -1%
CFFP
2009
Center for Financial Planning
Michigan
$4.93M -$62K -243 -1%
PPC
2010
Park Place Capital
Alabama
$4.93M +$524K +2,053 +14%
TC
2011
Tairen Capital
Hong Kong
$4.93M -$10.7M -41,995 -71%
CTC
2012
Cetera Trust Company
Minnesota
$4.93M -$31.1K -122 -0.7%
CFS
2013
Commonwealth Financial Services
West Virginia
$4.92M +$21.2K +83 +0.5%
HFM
2014
Hartford Funds Management
Pennsylvania
$4.91M -$89.3K -350 -2%
CWM
2015
Crowley Wealth Management
Delaware
$4.91M -$159K -625 -4%
GEA
2016
Glen Eagle Advisors
New Jersey
$4.9M -$178K -699 -4%
BCM
2017
Boltwood Capital Management
California
$4.9M +$122K +478 +3%
MCM
2018
Manchester Capital Management
Vermont
$4.9M -$143K -559 -3%
WFG
2019
Wills Financial Group
Virginia
$4.9M +$15.3K +60 +0.4%
AIIMS
2020
Analyst IMS Investment Management Services
Israel
$4.89M +$114K +447 +3%
MM
2021
Morangie Management
Florida
$4.89M +$961K +3,764 +29%
BSA
2022
Bull Street Advisors
Georgia
$4.88M -$30.6K -120 -0.7%
SC
2023
Sawyer & Company
Massachusetts
$4.87M -$182K -713 -5%
AFA
2024
Antonelli Financial Advisors
Michigan
$4.87M -$5.61K -22 -0.1%
ATWA
2025
Arbor Trust Wealth Advisors
Michigan
$4.86M -$402K -1,575 -9%

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.