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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
HDA
2151
Harold Davidson & Associates
California
$4.16M -$990K -3,880 -21%
MPWS
2152
McCarter Private Wealth Services
Massachusetts
$4.16M +$58.4K +229 +2%
PWMG
2153
Prestige Wealth Management Group
New Jersey
$4.15M -$103K -404 -3%
QPWM
2154
Quadrant Private Wealth Management
Pennsylvania
$4.15M +$204K +800 +6%
BFIC
2155
Bedell Frazier Investment Counselling
California
$4.15M +$158K +620 +5%
ICP
2156
Interchange Capital Partners
Pennsylvania
$4.15M +$89.3K +350 +3%
PF
2157
Prosperitas Financial
California
$4.14M +$212K +830 +6%
SEP
2158
Southland Equity Partners
Missouri
$4.14M -$33.9K -133 -0.9%
UPS
2159
UHLMANN PRICE SECURITIES
Illinois
$4.13M +$3.64M +14,252 New
MLA
2160
MB, Levis & Associates
Pennsylvania
$4.13M -$42.1K -165 -1%
FFO
2161
Fiduciary Family Office
Florida
$4.13M -$20.4K -80 -0.6%
QWP
2162
Quotient Wealth Partners
Texas
$4.12M +$437K +1,711 +14%
GWM
2163
GSB Wealth Management
Connecticut
$4.11M +$5.36K +21 +0.1%
SN
2164
Sittner & Nelson
Oregon
$4.11M +$70.2K +275 +2%
PWA
2165
Phoenix Wealth Advisors
North Carolina
$4.11M -$249K -974 -6%
OWM
2166
Orca Wealth Management
Florida
$4.1M -$61.2K -240 -2%
AW
2167
Apricus Wealth
South Carolina
$4.09M -$140K -550 -4%
FDS
2168
First Dallas Securities
Texas
$4.08M -$81.7K -320 -2%
RWP
2169
Revolve Wealth Partners
New Jersey
$4.07M +$37K +145 +1%
WAM
2170
Weatherly Asset Management
California
$4.07M -$30.1K -118 -0.8%
JJBC
2171
James J. Burns & Company
New York
$4.07M +$15.6K +61 +0.4%
GI
2172
GS Investments
Minnesota
$4.07M -$42.4K -166 -1%
TAM
2173
Titleist Asset Management
Texas
$4.07M -$766 -3 -0%
EAM
2174
Empirical Asset Management
Massachusetts
$4.06M +$13.3K +52 +0.4%
BI
2175
Ballast Inc
Kentucky
$4.06M -$75.5K -296 -2%

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.