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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
AIA
2126
Affinity Investment Advisors
California
$4.29M -$173K -676 -4%
MWP
2127
Meriwether Wealth & Planning
Louisiana
$4.29M -$288K -1,129 -7%
EWM
2128
Elevatus Welath Management
New York
$4.28M +$2.72M +10,650 +259%
BCFD
2129
Boit C.F. David
$4.28M
AGWCA
2130
Annis Gardner Whiting Capital Advisors
Florida
$4.28M +$204K +798 +6%
WC
2131
Weil Company
California
$4.28M -$276K -1,083 -7%
CP
2132
Canopy Partners
Ohio
$4.27M +$31.9K +125 +0.9%
FCFC
2133
First Commonwealth Financial Corp
Pennsylvania
$4.27M +$15.3K +60 +0.4%
IIA
2134
Integral Investment Advisors
California
$4.27M +$33.9K +133 +0.9%
SWA
2135
SFMG Wealth Advisors
Texas
$4.27M -$136K -531 -3%
DA
2136
Drake & Associates
Wisconsin
$4.25M +$1.19M +4,682 +47%
BCI
2137
Blue Capital Inc
Nebraska
$4.25M +$3.74M +14,659 New
PFSC
2138
Peoples Financial Services Corp
Pennsylvania
$4.25M -$435K -1,704 -10%
BTD
2139
BankPlus Trust Department
Mississippi
$4.24M +$365K +1,430 +11%
PWAM
2140
Pinnacle West Asset Management
Wyoming
$4.23M -$85.5K -335 -2%
JHCP
2141
Jackson Hole Capital Partners
Oklahoma
$4.23M +$3.57K +14 +0.1%
HWP
2142
Highline Wealth Partners
California
$4.23M +$152K +595 +4%
EPIME
2143
Evelyn Partners Investment Management (Europe)
$4.22M -$133K -520 -3%
AA
2144
Alta Advisers
United Kingdom
$4.21M
RMP
2145
Richards, Merrill & Peterson
Washington
$4.2M +$31.9K +125 +0.9%
VCP
2146
Verus Capital Partners
Arizona
$4.2M +$172K +673 +5%
KJWM
2147
Kiley Juergens Wealth Management
Washington
$4.2M +$19.1K +75 +0.5%
WCM
2148
Weik Capital Management
Pennsylvania
$4.2M +$510 +2 +0%
FFS
2149
Flavin Financial Services
Florida
$4.17M -$252K -989 -6%
RIA
2150
Regal Investment Advisors
Michigan
$4.17M +$293K +1,149 +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.