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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
CBT
2026
Central Bank & Trust
Kentucky
$4.86M -$126K -494 -3%
DAL
2027
Delta Accumulation LLC
California
$4.85M +$5.87M +23,000 +575,000%
OF
2028
Outfitter Financial
Maine
$4.84M -$108K -425 -2%
VFM
2029
Vision Financial Markets
Connecticut
$4.84M +$510 +2 +0%
SC
2030
Searle & Co
Connecticut
$4.83M -$4.34K -17 -0.1%
CV
2031
Counterweight Ventures
North Carolina
$4.83M +$145K +570 +4%
BCA
2032
Bay Colony Advisors
Massachusetts
$4.82M +$6.89K +27 +0.2%
CPBTD
2033
Central Pacific Bank - Trust Division
Hawaii
$4.82M -$29.6K -116 -0.7%
CPIA
2034
Cornell Pochily Investment Advisors
New York
$4.82M +$128K +502 +3%
VCAM
2035
Van Cleef Asset Management
Ohio
$4.82M -$56.1K -220 -1%
MWA
2036
Moser Wealth Advisors
Washington
$4.81M +$50.5K +198 +1%
KF
2037
Krilogy Financial
Missouri
$4.8M +$151K +591 +4%
BHBT
2038
Burke & Herbert Bank & Trust
Virginia
$4.79M +$73K +286 +2%
KM
2039
KP Management
Minnesota
$4.79M
BWM
2040
BlackDiamond Wealth Management
New York
$4.77M +$1.88M +7,384 +82%
RFA
2041
Register Financial Advisors
Georgia
$4.77M -$242K -950 -5%
TCM
2042
Tandem Capital Management
New Jersey
$4.77M -$39.6K -155 -0.9%
SAM
2043
Sawgrass Asset Management
Florida
$4.76M -$200K -783 -5%
PWPS
2044
Pinnacle Wealth Planning Services
Ohio
$4.75M +$13.3K +52 +0.3%
OL
2045
Optas LLC
Texas
$4.73M -$31.6K -124 -0.8%
CCM
2046
Condor Capital Management
New Jersey
$4.73M -$50K -196 -1%
EFSCE
2047
Enterprise Financial Services Corp (EFSC)
Missouri
$4.71M +$70.9K +278 +2%
PWM
2048
Peterson Wealth Management
Nevada
$4.71M +$4.15M +16,245 New
CBT
2049
Crews Bank & Trust
Florida
$4.71M +$9.44K +37 +0.2%
IFU
2050
iSAM Funds (UK)
United Kingdom
$4.7M +$2.93M +11,486 +242%

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.