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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
AW
2176
Alaethes Wealth
Nevada
$4.05M +$29.1K +114 +0.8%
DAM
2177
Delta Asset Management
Tennessee
$4.05M -$191K -750 -5%
DI
2178
DAGCO Inc
Ohio
$4.04M -$43.6K -171 -1%
BCG
2179
Breakwater Capital Group
New Jersey
$4.04M +$5.61K +22 +0.2%
TLCM
2180
Twin Lakes Capital Management
California
$4.03M -$15.6K -61 -0.4%
OBWG
2181
Onyx Bridge Wealth Group
New York
$4.03M -$28.8K -113 -0.8%
VIS
2182
Vega Investment Solutions
France
$4.02M +$670K +2,626 +23%
CPC
2183
Congress Park Capital
New York
$4.02M -$115K -450 -3%
HIC
2184
Hartline Investment Corp
Illinois
$4.01M -$154K -605 -4%
LIM
2185
Loudon Investment Management
New Hampshire
$4.01M -$735K -2,880 -17%
MWM
2186
Marion Wealth Management
Pennsylvania
$4.01M -$167K -654 -5%
QC
2187
Quent Capital
New York
$4M +$147K +576 +4%
BAM
2188
BOS Asset Management
Illinois
$4M +$227K +891 +7%
BCM
2189
Beck Capital Management
Texas
$3.99M -$167K -653 -5%
OCPWS
2190
One Charles Private Wealth Services
Massachusetts
$3.97M +$348K +1,365 +11%
AWC
2191
Abundance Wealth Counselors
Pennsylvania
$3.97M -$4.59K -18 -0.1%
BFO
2192
Biltmore Family Office
North Carolina
$3.96M -$479K -1,878 -12%
SWM
2193
Shepherd Wealth Management
Ohio
$3.96M -$1.03M -4,028 -23%
IA
2194
Integrity Alliance
Iowa
$3.95M -$4.22M -16,528 -55%
CFG
2195
Chapman Financial Group
Hawaii
$3.95M +$3.48M +13,631 New
HIMS
2196
Hager Investment Management Services
New Hampshire
$3.95M -$60.5K -237 -2%
AWA
2197
Alta Wealth Advisors
Massachusetts
$3.95M +$30.6K +120 +0.9%
FAIM
2198
Financial Advocates Investment Management
Washington
$3.94M -$1.45M -5,697 -30%
HCM
2199
Highview Capital Management
Illinois
$3.94M +$75.3K +295 +2%
AFS
2200
Aft Forsyth & Sober
Florida
$3.94M +$51K +200 +1%

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.