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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
PCMN
2301
Paradigm Capital Management (Nevada)
Nevada
$3.52M -$29.3K -115 -0.9%
S
2302
Sunpointe
Missouri
$3.51M +$1.38M +5,427 +81%
DAS
2303
DMKC Advisory Services
Iowa
$3.5M +$347K +1,361 +13%
TWP
2304
Tempus Wealth Planning
California
$3.5M +$159K +623 +5%
EBWM
2305
Eagle Bluffs Wealth Management
Missouri
$3.5M +$13.8K +54 +0.4%
BHA
2306
Beech Hill Advisors
New York
$3.5M -$637K -2,496 -17%
GCC
2307
Guardian Capital (Canada)
Ontario, Canada
$3.49M -$730K -2,862 -19%
PWM
2308
Palumbo Wealth Management
New York
$3.48M +$97.2K +381 +3%
BWP
2309
BSW Wealth Partners
Colorado
$3.47M -$6.63K -26 -0.2%
MCWA
2310
Meadow Creek Wealth Advisors
Georgia
$3.46M -$20.7K -81 -0.7%
AC
2311
Aldebaran Capital
Indiana
$3.45M
FNBOH
2312
First National Bank of Hutchinson
Kansas
$3.44M -$5.61K -22 -0.2%
PWP
2313
Precedent Wealth Partners
Texas
$3.43M +$242K +950 +9%
VWM
2314
VCI Wealth Management
Missouri
$3.43M +$231K +907 +8%
VIA
2315
Victrix Investment Advisors
Florida
$3.43M +$89.1K +349 +3%
VNA
2316
Valley National Advisers
Pennsylvania
$3.43M -$47.7K -187 -2%
AFC
2317
AFT Forsyth & Company
Florida
$3.43M
LA
2318
Lindenwold Advisors
Pennsylvania
$3.42M +$73.7K +289 +3%
CAWM
2319
Capital Advisors Wealth Management
Washington
$3.42M -$24.5K -96 -0.8%
RBFC
2320
Roman Butler Fullerton & Co
Missouri
$3.42M -$42.9K -168 -1%
CCWM
2321
Correct Capital Wealth Management
Missouri
$3.41M +$125K +490 +4%
WDC
2322
Woodward Diversified Capital
California
$3.41M +$949K +3,720 +46%
FI
2323
Finivi Inc
Massachusetts
$3.4M +$40.8K +160 +1%
BC
2324
Belmont Capital
California
$3.39M
SI
2325
Saxon Interests
Texas
$3.39M

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.