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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
HTHT
2426
Hemenway Trust Hemenway Trust
New Hampshire
$3.07M -$84.2K -330 -3%
RWA
2427
Redhawk Wealth Advisors
Minnesota
$3.06M +$3.32K +13 +0.1%
SSA
2428
Sierra Summit Advisors
Nevada
$3.06M -$58.7K -230 -2%
CAL
2429
Capital Advisors Ltd
Ohio
$3.06M +$12.5K +49 +0.5%
TAM
2430
Trillium Asset Management
Massachusetts
$3.05M +$51K +200 +2%
USWG
2431
U.S. Wealth Group
New York
$3.05M -$342K -1,342 -11%
SFS
2432
Summit Financial Strategies
Ohio
$3.04M +$33.4K +131 +1%
CWS
2433
Cypress Wealth Services
California
$3.04M -$10.5K -41 -0.4%
KSB
2434
Kennebec Savings Bank
Maine
$3.03M -$40.8K -160 -2%
OFS
2435
OMC Financial Services
New York
$3.03M -$3.83K -15 -0.1%
GS
2436
GTS Securities
New York
$3.02M -$1.04M -4,079 -28%
HNB
2437
Hilltop National Bank
Wyoming
$3.02M +$2.66M +10,422 New
AFM
2438
Armstrong Fleming & Moore
District of Columbia
$3.02M +$1.36M +5,348 +106%
1IA
2439
1620 Investment Advisors
Massachusetts
$3.02M +$9.95K +39 +0.4%
VIP
2440
Vista Investment Partners
Oklahoma
$3.02M +$16.6K +65 +0.6%
MHWM
2441
Montz Harcus Wealth Management
Louisiana
$3.01M +$3.06K +12 +0.1%
GDCM
2442
Galaxy Digital Capital Management
New York
$3.01M +$1.18M +4,634 +81%
PCS
2443
Personal CFO Solutions
New Jersey
$3.01M +$271K +1,062 +11%
ACM
2444
Arcataur Capital Management
Wisconsin
$3M +$4.08K +16 +0.2%
FCAS
2445
First Command Advisory Services
Texas
$3M +$264K +1,035 +11%
DRS
2446
Deane Retirement Strategies
Louisiana
$3M +$49.8K +195 +2%
CFG
2447
Cooper Financial Group
California
$3M +$84.5K +331 +3%
JF
2448
JSF Financial
California
$2.99M +$250K +980 +10%
ACL
2449
Applied Capital LLC
Florida
$2.99M +$1.79K +7 +0.1%
CAM
2450
Cacti Asset Management
Georgia
$2.99M -$128K -500 -5%

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.