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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
AA
2451
Addison Advisors
Vermont
$2.99M +$432K +1,693 +20%
HIIFS
2452
Harel Insurance Investments & Financial Services
Israel
$2.99M -$238K -934 -8%
CPRC
2453
Consolidated Portfolio Review Corp
New York
$2.99M +$124K +484 +5%
GGA
2454
Granite Group Advisors
Connecticut
$2.98M -$5.87K -23 -0.2%
SFWA
2455
Summit Financial Wealth Advisors
Louisiana
$2.98M +$182K +714 +7%
CFG
2456
CKW Financial Group
Hawaii
$2.98M -$45.9K -180 -2%
VWM
2457
Vivid Wealth Management
Iowa
$2.98M -$211K -828 -7%
BTWM
2458
Brass Tax Wealth Management
Ohio
$2.97M +$82.4K +323 +3%
WWM
2459
Wolff Wiese Magana
California
$2.97M -$127K -497 -5%
SWK
2460
Stephen W. Kidder
$2.97M -$73.2K -287 -3%
HWA
2461
HHM Wealth Advisors
Tennessee
$2.97M -$25.3K -99 -1%
LF
2462
LifeSteps Financial
California
$2.97M +$62K +243 +2%
FF
2463
Farrow Financial
Vermont
$2.96M -$118K -461 -4%
CWP
2464
Core Wealth Partners
California
$2.96M +$407K +1,596 +19%
FBT
2465
First Bank & Trust
South Dakota
$2.96M -$78.3K -307 -3%
APW
2466
Austin Private Wealth
Texas
$2.96M +$116K +454 +5%
ARA
2467
Alexander Randolph Advisory
Virginia
$2.96M -$647K -2,536 -20%
SIG
2468
Sky Investment Group
Connecticut
$2.95M +$19.1K +75 +0.7%
HNWAG
2469
High Net Worth Advisory Group
Florida
$2.95M -$142K -555 -5%
MLA
2470
My Legacy Advisors
Oregon
$2.95M +$85.7K +336 +3%
WWM
2471
Waterway Wealth Management
Texas
$2.94M +$599K +2,346 +30%
HBW
2472
Hazlett, Burt & Watson
West Virginia
$2.94M -$75.3K -295 -3%
SCA
2473
Sandy Cove Advisors
Massachusetts
$2.94M +$303K +1,186 +13%
SFC
2474
SYM Financial Corp
Indiana
$2.93M +$991K +3,884 +62%
WAM
2475
Wernau Asset Management
Massachusetts
$2.93M -$370K -1,450 -13%

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.