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
FWA
2076
FSM Wealth Advisors
Ohio
$4.51M +$1.16M +4,559 +42%
LIA
2077
LS Investment Advisors
Michigan
$4.51M +$99.3K +389 +3%
GA
2078
GoalVest Advisory
New York
$4.5M +$88.5K +347 +2%
DFA
2079
Delta Financial Advisors
Louisiana
$4.5M -$72.5K -284 -2%
UWPG
2080
Ullmann Wealth Partners Group
Florida
$4.49M +$48K +188 +1%
TGAM
2081
TBH Global Asset Management
Tennessee
$4.49M -$1.62M -6,347 -29%
CF
2082
Convergence Financial
Missouri
$4.49M +$5.87K +23 +0.1%
PWM
2083
Purus Wealth Management
California
$4.48M +$556K +2,180 +16%
NL
2084
NVWM LLC
Pennsylvania
$4.48M +$62.8K +246 +2%
CB
2085
CNB Bank
Pennsylvania
$4.48M -$260K -1,019 -6%
CCG
2086
Chatham Capital Group
Georgia
$4.47M
DBIA
2087
Dumont & Blake Investment Advisors
New Jersey
$4.47M -$3.83K -15 -0.1%
MC
2088
Martin & Co
Tennessee
$4.47M -$17.1K -67 -0.4%
MA
2089
MJP Associates
Connecticut
$4.46M +$92.1K +361 +2%
NI
2090
Natural Investments
California
$4.45M -$104K -407 -3%
HCM
2091
Hicks Capital Management
Ohio
$4.45M +$91.1K +357 +2%
HFP
2092
Holistic Financial Partners
Indiana
$4.45M -$44.1K -173 -1%
WCM
2093
Weaver Capital Management
Georgia
$4.44M -$39.3K -154 -1%
AIC
2094
Argus Investors Counsel
New York
$4.44M -$586K -2,296 -13%
CWIG
2095
Chung Wu Investment Group
Texas
$4.44M
FFS
2096
Founders Financial Securities
Maryland
$4.44M -$21.9K -86 -0.6%
AW
2097
Alteri Wealth
California
$4.43M +$109K +428 +3%
PEAK6
2098
PEAK6
Illinois
$4.42M +$3.89M +15,256 +508,533%
IF
2099
Integrity Financial
Wyoming
$4.41M +$3.03M +11,893 +359%
VRM
2100
Vectors Research Management
New York
$4.41M -$154K -603 -4%

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.