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JPMorgan Chase
JPM

Overview Fund Activity

4,640 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,982 increasing their positions, 1,967 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,640
Holders Change
+47
Holders Change %
+1.02%
% of All Funds
62.17%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.49%
New
245
Increased
1,982
Reduced
1,967
Closed
105
Calls
$9.99B
Puts
$11B
Net Calls
-$1B
Net Calls Change
+$302M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.82B
2
Barclays
Barclays
United Kingdom
+$714M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$612M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$542M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
+$486M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.44B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$969M
3
Sanders Capital
Sanders Capital
Florida
-$934M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$868M
5
Morgan Stanley
Morgan Stanley
New York
-$687M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
2476
Capital Performance Advisors
California
$2.81M +$134K +463 +5%
ICM
2477
IMS Capital Management
Oregon
$2.81M -$30.2K -104 -1%
PAM
2478
PCG Asset Management
New Jersey
$2.81M -$72.2K -249 -3%
MFP
2479
Meridian Financial Partners
Virginia
$2.81M -$98.6K -340 -3%
BFA
2480
Brown Financial Advisors
Ohio
$2.8M -$75.4K -260 -3%
CCM
2481
Compass Capital Management
Minnesota
$2.8M +$2.8M +9,660 New
AWA
2482
Amplius Wealth Advisors
Pennsylvania
$2.8M -$432K -1,489 -13%
CGF
2483
Constant Guidance Financial
Massachusetts
$2.79M +$2.79M +9,684 New
TB
2484
Terril Brothers
Missouri
$2.79M +$14.5K +50 +0.5%
EWM
2485
Elmwood Wealth Management
California
$2.79M -$57.4K -198 -2%
WW
2486
Waterfront Wealth
Kansas
$2.79M -$32.8K -113 -1%
PHS
2487
Pekin Hardy Strauss
Illinois
$2.79M -$619K -2,135 -18%
NAMNJ
2488
NorthStar Asset Management (New Jersey)
New Jersey
$2.79M +$78.3K +270 +3%
AGP
2489
Autumn Glory Partners
Texas
$2.79M +$49.9K +172 +2%
CG
2490
CFO4Life Group
Texas
$2.78M -$114K -393 -4%
TIA
2491
Trust Investment Advisors
Indiana
$2.78M -$256K -884 -8%
TWP
2492
Triad Wealth Partners
Kansas
$2.77M +$503K +1,734 +22%
BIG
2493
Brookwood Investment Group
Arizona
$2.77M +$1.34M +4,616 +93%
DL
2494
DOHJ LLC
Washington
$2.77M +$376K +1,560 +16%
CUAMC
2495
China Universal Asset Management Company
China
$2.77M -$1.77M -6,105 -39%
FA
2496
Faithward Advisors
Pennsylvania
$2.76M -$242K -836 -8%
FW
2497
FullCircle Wealth
Texas
$2.76M +$19.1K +65 +0.7%
DBG
2498
De Burlo Group
Massachusetts
$2.76M -$37.7K -130 -1%
FFO
2499
Fortitude Family Office
Arizona
$2.76M -$256K -884 -9%
CE
2500
Cornerstone Enterprises
Wisconsin
$2.75M -$1.63M -5,612 -37%
98 99
100
101 102