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
HCCM
2276
Hudson Canyon Capital Management
New York
$3.62M -$67.9K -266 -2%
LWMM
2277
Legacy Wealth Management (Mississippi)
Mississippi
$3.61M -$152K -595 -5%
CAM
2278
Cozad Asset Management
Illinois
$3.61M +$37.5K +147 +1%
BSAM
2279
Blue Square Asset Management
New York
$3.6M +$188K +737 +6%
ILI
2280
Invesco LLC (Illinois)
Illinois
$3.6M -$194K -761 -6%
CIM
2281
Cambria Investment Management
California
$3.6M +$3.16M +12,401 New
TCPW
2282
Twin City Private Wealth
North Carolina
$3.59M -$1.57M -6,136 -33%
PBK
2283
Peoples Bank (Kansas)
Kansas
$3.59M
SFS
2284
Stiles Financial Services
Minnesota
$3.59M +$360K +1,411 +13%
BFG
2285
Berger Financial Group
Minnesota
$3.58M -$35.5K -139 -1%
TS
2286
TradeWell Securities
Indiana
$3.57M +$186K +730 +6%
WMP
2287
Wealth Management Partners
Arizona
$3.55M +$64.6K +253 +2%
VWS
2288
Virtus Wealth Solutions
New Jersey
$3.55M -$42.4K -166 -1%
OIA
2289
Optimum Investment Advisors
Illinois
$3.55M +$2.55K +10 +0.1%
WHC
2290
Wulff, Hansen & Co
California
$3.55M -$89.3K -350 -3%
FH
2291
FWG Holdings
Florida
$3.54M +$42.6K +167 +1%
NHC
2292
Nicholas Hoffman & Company
Georgia
$3.54M +$48.2K +189 +2%
LC
2293
LCNB Corp
Ohio
$3.54M -$14K -55 -0.4%
EG
2294
Ellerson Group
Maryland
$3.54M -$10.7K -42 -0.3%
STAS
2295
Strong Tower Advisory Services
Minnesota
$3.53M +$129K +504 +4%
AI
2296
Axecap Investments
Ohio
$3.53M +$600K +2,353 +24%
Aristotle Capital Management
2297
Aristotle Capital Management
California
$3.52M -$510 -2 -0%
GG
2298
Gleason Group
Kentucky
$3.52M -$292K -1,143 -9%
ACM
2299
Allred Capital Management
Texas
$3.52M -$66.3K -260 -2%
FA
2300
Financial Advisors
Massachusetts
$3.52M +$2.3K +9 +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.