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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
WI
2251
WrapManager Inc
California
$3.75M -$345K -1,352 -9%
BFA
2252
Brendel Financial Advisors
New Hampshire
$3.74M -$121K -475 -4%
PFT
2253
Providence First Trust
Arizona
$3.73M +$739K +2,897 +29%
BB
2254
Burford Brothers
Texas
$3.73M +$2.3K +9 +0.1%
AIM
2255
Aigen Investment Management
New York
$3.73M +$1.05M +4,106 +47%
CIM
2256
Caldwell Investment Management
Ontario, Canada
$3.68M
MCM
2257
Morton Capital Management
California
$3.67M +$256K +1,004 +9%
GWM
2258
Greenwich Wealth Management
Connecticut
$3.67M +$1.79K +7 +0.1%
JWM
2259
Jeppson Wealth Management
California
$3.67M -$182K -715 -5%
GSWM
2260
Golden State Wealth Management
California
$3.67M -$64.1K -251 -2%
AWA
2261
Acorn Wealth Advisors
Michigan
$3.66M +$39.3K +154 +1%
PMFA
2262
Plante Moran Financial Advisors
Michigan
$3.66M -$45.9K -180 -1%
CPA
2263
Court Place Advisors
Maryland
$3.66M -$54.4K -213 -2%
FPCP
2264
Fort Point Capital Partners
California
$3.66M +$170K +666 +6%
PFM
2265
Patton Fund Management
Texas
$3.65M -$2.61M -10,241 -45%
WA
2266
WBH Advisory
Maryland
$3.65M -$366K -1,436 -10%
CPSC
2267
Carl P. Sherr & Co
Massachusetts
$3.65M -$87.5K -343 -3%
DTC
2268
Davidson Trust Company
Washington
$3.65M -$65.3K -256 -2%
GCA
2269
Gallagher Capital Advisors
Texas
$3.65M -$22.2K -87 -0.7%
JSAM
2270
J. Safra Asset Management
New York
$3.65M +$827K +3,240 +35%
AA
2271
Aire Advisors
California
$3.64M +$55.6K +218 +2%
EWA
2272
Etesian Wealth Advisors
Oregon
$3.63M -$165K -648 -5%
AP
2273
Advisors Preferred
Maryland
$3.63M
BWM
2274
Bernard Wealth Management
Michigan
$3.63M -$1.3M -5,096 -29%
EHWM
2275
Eads & Heald Wealth Management
Georgia
$3.63M -$204K -801 -6%

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.