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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
CG
2376
Carmignac Gestion
France
$3.21M -$591K -2,317 -17%
SL
2377
Sentinus LLC
Illinois
$3.2M +$153K +601 +6%
WA
2378
Waddell & Associates
Tennessee
$3.2M -$218K -855 -7%
RAM
2379
RedJay Asset Management
Ontario, Canada
$3.19M
PWMG
2380
Pinnacle Wealth Management Group
Michigan
$3.19M -$66.3K -260 -2%
SJIM
2381
St. Johns Investment Management
Florida
$3.19M +$14.5K +57 +0.5%
EB
2382
Exchange Bank
California
$3.19M -$64.8K -254 -2%
HCM
2383
HMS Capital Management
Tennessee
$3.19M -$99.5K -390 -3%
GS
2384
GWN Securities
Florida
$3.18M -$2.6M -10,187 -49%
LCM
2385
Legato Capital Management
California
$3.18M
IP
2386
Ignite Planners
California
$3.18M +$19.9K +78 +0.7%
MAWA
2387
Moss Adams Wealth Advisors
Washington
$3.18M +$239K +935 +9%
SFS
2388
Solitude Financial Services
Virginia
$3.18M +$237K +928 +9%
CWA
2389
Consilium Wealth Advisory
Texas
$3.18M +$10.2K +40 +0.4%
MCI
2390
MRP Capital Investments
Georgia
$3.18M +$428K +1,677 +18%
NPF
2391
Norris Perne & French
Michigan
$3.17M -$510K -1,998 -15%
OWP
2392
ORG Wealth Partners
Texas
$3.17M -$19.1K -75 -0.7%
TSWM
2393
Tyler-Stone Wealth Management
Ohio
$3.16M -$94.9K -372 -3%
DI
2394
Diligent Investors
California
$3.16M -$40.6K -159 -1%
LF
2395
Lee Financial
Texas
$3.16M +$195K +766 +8%
BC
2396
Barrett & Company
Rhode Island
$3.15M +$4.08K +16 +0.1%
LIM
2397
Letson Investment Management
Georgia
$3.15M +$1.02K +4 +0%
HWA
2398
Heritage Wealth Advisors
Virginia
$3.15M -$300K -1,176 -10%
IC
2399
Inscription Capital
Texas
$3.14M -$5.48M -21,491 -67%
FCFC
2400
First Citizens Financial Corp
Iowa
$3.14M +$20.4K +80 +0.7%

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.