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
MSS
2326
Mitchell Sinkler & Starr
Pennsylvania
$3.38M -$9.17M -35,950 -76%
LWM
2327
Lakeridge Wealth Management
Ohio
$3.38M -$47.7K -187 -2%
PH
2328
Pinnacle Holdings
Oklahoma
$3.37M +$154K +604 +5%
SWR
2329
Spahn Wealth & Retirement
Arizona
$3.36M +$2.96M +11,606 New
GC
2330
Gilbert & Cook
Iowa
$3.36M +$212K +830 +8%
EFH
2331
Eaton Financial Holdings
Florida
$3.36M +$1.81M +7,077 +157%
SAM
2332
Summit Asset Management
Tennessee
$3.36M +$290K +1,137 +11%
SNBOSCI
2333
Security National Bank of Sioux City Iowa
Iowa
$3.35M +$1.15M +4,520 +64%
NCM
2334
Neumann Capital Management
California
$3.34M -$166K -650 -5%
AA
2335
Auxano Advisors
Washington
$3.34M -$766 -3 -0%
AF
2336
Aldebaran Financial
$3.33M +$81.7K +320 +3%
CFO
2337
CVA Family Office
Colorado
$3.33M -$33.2K -130 -1%
MEG
2338
Millstone Evans Group
Colorado
$3.32M -$130K -508 -4%
GSC
2339
G&S Capital
Colorado
$3.31M -$24.8K -97 -0.8%
USB
2340
Union Savings Bank
Connecticut
$3.31M -$432K -1,693 -13%
I
2341
INVST
Indiana
$3.3M +$17.6K +69 +0.6%
SGC
2342
Slocum, Gordon & Co
Rhode Island
$3.3M -$1.31M -5,121 -31%
NDBT
2343
North Dallas Bank & Trust
Texas
$3.29M +$2.9M +11,352 New
TCWM
2344
Total Clarity Wealth Management
Illinois
$3.28M +$23K +90 +0.8%
WDL
2345
Well Done LLC
Michigan
$3.28M +$13.3K +52 +0.5%
CW
2346
Channel Wealth
California
$3.28M +$54.9K +215 +2%
CFS
2347
CRA Financial Services
New Jersey
$3.28M +$48.7K +191 +2%
BI
2348
Bradyco Inc
Massachusetts
$3.27M
FCA
2349
Fortis Capital Advisors
Kansas
$3.27M +$1.15M +4,504 +66%
FFG
2350
Fortem Financial Group
California
$3.27M -$209K -820 -7%

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.