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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
TPW
2201
Turn8 Private Wealth
$3.94M -$274K -1,075 -7%
TIA
2202
Traphagen Investment Advisors
New Jersey
$3.94M -$58.9K -231 -2%
ALAM
2203
Asahi Life Asset Management
Japan
$3.93M -$457K -1,791 -12%
SP
2204
SWS Partners
Ohio
$3.93M -$277K -1,084 -7%
HBT
2205
Heartland Bank & Trust
Illinois
$3.93M -$104K -406 -3%
PCH
2206
PGIM Custom Harvest
New Jersey
$3.93M -$68.6K -269 -2%
MCM
2207
Monument Capital Management
Virginia
$3.93M -$110K -431 -3%
Parallax Volatility Advisers
2208
Parallax Volatility Advisers
California
$3.92M -$4.17M -16,353 -55%
AM
2209
Account Management
Massachusetts
$3.92M -$140K -550 -4%
WA
2210
Wealth Architects
California
$3.91M -$52.1K -204 -1%
GSWM
2211
Greenup Street Wealth Management
Michigan
$3.89M +$49.3K +193 +1%
IIL
2212
Insight Inv LLC
California
$3.89M -$4.08M -15,974 -54%
SWMP
2213
Signature Wealth Management Partners
New Jersey
$3.88M +$208K +817 +6%
RHP
2214
Royal Harbor Partners
Texas
$3.88M -$53.6K -210 -2%
SLWA
2215
San Luis Wealth Advisors
California
$3.88M -$265K -1,039 -7%
BFA
2216
Benedict Financial Advisors
Georgia
$3.88M -$67.1K -263 -2%
SIA
2217
Schear Investment Advisers
Ohio
$3.88M -$4.34K -17 -0.1%
FWP
2218
Falcon Wealth Planning
California
$3.87M +$19.1K +75 +0.6%
RPSA
2219
Richard P. Slaughter Associates
Texas
$3.87M -$282K -1,106 -8%
WAAG
2220
Wealth Alliance Advisory Group
Kansas
$3.86M +$44.7K +175 +1%
NAMP
2221
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.86M -$61.2K -240 -2%
CA
2222
Cornerstone Advisory
Maryland
$3.86M +$56.1K +220 +2%
AT
2223
Arlington Trust
Alabama
$3.86M +$20.7K +81 +0.6%
LWP
2224
LMG Wealth Partners
Louisiana
$3.85M +$55.9K +219 +2%
SAMT
2225
Select Asset Management & Trust
Pennsylvania
$3.85M +$669K +2,623 +25%

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.