We are live on ! Find out more
JPM icon

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
ZBNA
2051
Zions Bancorporation, National Association
Utah
$4.7M +$71.5K +280 +2%
RP
2052
Raelipskie Partnership
Ontario, Canada
$4.69M -$477K -1,868 -10%
IFWM
2053
Institute for Wealth Management
Colorado
$4.67M +$55.6K +218 +1%
FCCM
2054
First City Capital Management
Georgia
$4.67M -$42.9K -168 -1%
RE
2055
Rydar Equities
Texas
$4.66M +$4.1M +16,083 New
LI
2056
Lafayette Investments
Maryland
$4.65M +$466K +1,827 +13%
CIAS
2057
CFS Investment Advisory Services
New Jersey
$4.63M +$69.2K +271 +2%
FCA
2058
FLC Capital Advisors
California
$4.63M -$119K -467 -3%
TCPG
2059
Trivant Custom Portfolio Group
California
$4.62M -$29.6K -116 -0.7%
KA
2060
KLCM Advisors
Wisconsin
$4.62M +$23.7K +93 +0.6%
JWM
2061
JPL Wealth Management
Colorado
$4.62M -$14.3K -56 -0.4%
JWM
2062
Jessup Wealth Management
Ohio
$4.6M +$12.5K +49 +0.3%
TTIC
2063
Tower Trust & Investment Company
Iowa
$4.6M +$76.8K +301 +2%
DA
2064
Dillon & Associates
Michigan
$4.59M -$41.9K -164 -1%
ACM
2065
Aster Capital Management
United Arab Emirates
$4.57M +$4.02M +15,769 New
AWM
2066
Ameliora Wealth Management
Switzerland
$4.57M -$1.85M -7,257 -32%
CG
2067
Cynosure Group
Utah
$4.55M +$108K +424 +3%
CCFM
2068
Clear Creek Financial Management
Washington
$4.55M +$76.6K +300 +2%
CS
2069
Crescent Sterling
Louisiana
$4.55M -$431K -1,690 -10%
FPWM
2070
FSB Premier Wealth Management
Iowa
$4.54M +$462K +1,810 +13%
RCA
2071
Ranch Capital Advisors
Florida
$4.54M +$159K +624 +4%
OCM
2072
Orleans Capital Management
Louisiana
$4.53M +$439K +1,720 +12%
CPWA
2073
Cerro Pacific Wealth Advisors
California
$4.53M -$65.3K -256 -2%
TWM
2074
Tradition Wealth Management
Minnesota
$4.53M +$541K +2,120 +16%
CCG
2075
Ceeto Capital Group
Florida
$4.53M -$108K -423 -3%

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.