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
LWA
2226
Lantern Wealth Advisors
New York
$3.84M +$3.38M +13,260 New
RWS
2227
Resolute Wealth Strategies
Mississippi
$3.84M -$51.5K -202 -2%
BFW
2228
Brady Family Wealth
Missouri
$3.83M -$7.66K -30 -0.2%
GFPC
2229
Global Financial Private Client
Florida
$3.82M +$537K +2,105 +19%
AMIM
2230
Aull & Monroe Investment Management
Alabama
$3.82M -$369K -1,447 -10%
CA
2231
Cannon Advisors
North Carolina
$3.82M +$78.6K +308 +2%
BFA
2232
Beacon Financial Advisory
Ohio
$3.81M +$832K +3,260 +33%
CHJWM
2233
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.81M -$45.2K -177 -1%
OHWP
2234
Oak Harbor Wealth Partners
North Carolina
$3.81M -$469K -1,838 -12%
CIM
2235
Chapman Investment Management
California
$3.8M
PEA
2236
Park Edge Advisors
Ohio
$3.8M +$228K +892 +7%
CA
2237
CGN Advisors
Kansas
$3.8M +$1.02K +4 +0%
PCA
2238
Purkiss Capital Advisors
Connecticut
$3.79M +$484K +1,895 +17%
MWM
2239
MGB Wealth Management
Texas
$3.79M -$62K -243 -2%
GA
2240
Guerra Advisors
Florida
$3.78M +$555K +2,176 +20%
LA
2241
LM Advisors
California
$3.78M +$791K +3,101 +31%
AA
2242
Advisory Alpha
Michigan
$3.78M +$60.2K +236 +2%
PWC
2243
PYA Waltman Capital
Tennessee
$3.78M +$158K +620 +5%
IF
2244
Ironwood Financial
Arizona
$3.78M
MA
2245
MCF Advisors
Kentucky
$3.78M +$1.79K +7 +0.1%
WCM
2246
Winthrop Capital Management
Indiana
$3.78M -$3.83K -15 -0.1%
CWA
2247
Canvas Wealth Advisors
Kansas
$3.78M +$90.8K +356 +3%
EAM
2248
EULAV Asset Management
Florida
$3.77M -$511K -2,003 -13%
UM
2249
Ulysses Management
New York
$3.77M
VC
2250
Vicus Capital
Pennsylvania
$3.76M +$4.59K +18 +0.1%

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.