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
PL
2401
Plancorp LLC
Missouri
$3.14M -$36.2K -142 -1%
IWM
2402
Iams Wealth Management
Nebraska
$3.13M -$200K -784 -7%
WCM
2403
WealthBridge Capital Management
Ohio
$3.13M +$146K +573 +6%
OHWA
2404
Oak Hill Wealth Advisors
Virginia
$3.13M +$25.8K +101 +0.9%
CFA
2405
Camarda Financial Advisors
Florida
$3.12M -$74K -290 -3%
6F
2406
626 Financial
Michigan
$3.11M -$25K -98 -0.9%
CA
2407
Continental Advisors
Utah
$3.11M
OIM
2408
Oder Investment Management
California
$3.11M -$17.1K -67 -0.6%
Members Trust
2409
Members Trust
Florida
$3.11M +$280K +1,097 +11%
SCM
2410
Spreng Capital Management
Ohio
$3.11M +$255 +1 +0%
BA
2411
Birinyi Associates
Connecticut
$3.11M -$12.5K -49 -0.5%
FWM
2412
Focused Wealth Management
New York
$3.1M +$75.5K +296 +3%
RIM
2413
RW Investment Management
Idaho
$3.1M +$351K +1,374 +15%
SCG
2414
Sonata Capital Group
Washington
$3.1M -$102K -401 -4%
GCM
2415
GKV Capital Management
California
$3.09M -$38.3K -150 -1%
BIA
2416
Bigelow Investment Advisors
Maine
$3.09M -$2.3K -9 -0.1%
TPW
2417
Talon Private Wealth
Florida
$3.09M -$246K -963 -8%
GMFG
2418
Greater Midwest Financial Group
Minnesota
$3.09M -$8.68K -34 -0.3%
IWS
2419
Insight Wealth Strategies
California
$3.08M -$367K -1,438 -12%
LCAM
2420
London & Capital Asset Management
United Kingdom
$3.08M -$10.2K -40 -0.4%
BWP
2421
Balboa Wealth Partners
Arizona
$3.07M +$280K +1,098 +12%
MSWM
2422
McGlone Suttner Wealth Management
Wisconsin
$3.07M +$39.8K +156 +1%
SVCP
2423
Silicon Valley Capital Partners
California
$3.07M -$309K -1,211 -10%
BAM
2424
Byrne Asset Management
New Jersey
$3.07M -$124K -485 -4%
VAG
2425
VisionPoint Advisory Group
Texas
$3.07M +$810K +3,176 +43%

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.