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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
SPWM
2351
Schrum Private Wealth Management
Florida
$3.26M +$2.81K +11 +0.1%
WPA
2352
West Paces Advisors
Georgia
$3.26M -$14.3K -56 -0.5%
SIS
2353
Sound Income Strategies
Florida
$3.26M +$98.8K +387 +4%
CWM
2354
Cranbrook Wealth Management
Michigan
$3.26M +$18.6K +73 +0.7%
SEEDPG
2355
S.E.E.D. Planning Group
New York
$3.26M -$85K -333 -3%
FMP
2356
Financial Management Professionals
Texas
$3.26M +$31.4K +123 +1%
BMWS
2357
Brady Martz Wealth Solutions
North Dakota
$3.25M -$32.7K -128 -1%
AFM
2358
Aspetuck Financial Management
Connecticut
$3.25M
CMI
2359
Clare Market Investments
Texas
$3.25M +$766 +3 +0%
CPC
2360
Cookson Peirce & Co
Pennsylvania
$3.24M -$124K -485 -4%
FFC
2361
First Financial Corp
Indiana
$3.24M -$145K -569 -5%
RA
2362
Rockingstone Advisors
Massachusetts
$3.24M -$903K -3,540 -24%
AGAM
2363
Audent Global Asset Management
California
$3.24M -$13.8K -54 -0.5%
PPG
2364
Peak Planning Group
Colorado
$3.23M -$1.92M -7,505 -40%
BWA
2365
Blodgett Wealth Advisors
California
$3.23M +$32.4K +127 +1%
CA
2366
Calton & Associates
Florida
$3.23M +$492K +1,927 +21%
CWA
2367
Crux Wealth Advisors
California
$3.23M -$528K -2,070 -16%
YP
2368
YANKCOM Partnership
South Dakota
$3.22M +$62.3K +244 +2%
PFWA
2369
Paces Ferry Wealth Advisors
Georgia
$3.22M -$173K -679 -6%
FFA
2370
Florida Financial Advisors
Florida
$3.22M +$316K +1,240 +13%
FFA
2371
Fortune Financial Advisors
Kansas
$3.22M -$16.8K -66 -0.6%
SMH
2372
Sanders Morris Harris
Texas
$3.21M -$2.27M -8,895 -45%
NFA
2373
Northern Financial Advisors
Michigan
$3.21M +$19.9K +78 +0.7%
MHIC
2374
Marble Harbor Investment Counsel
Massachusetts
$3.21M -$315K -1,233 -10%
4WM
2375
44 Wealth Management
Oregon
$3.21M +$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.