JPM icon

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 %
CSC
2501
Caldwell Sutter Capital
California
$2.75M -$24.4K -84 -0.9%
KMWM
2502
Keudell/Morrison Wealth Management
Oregon
$2.75M -$273K -941 -9%
CGA
2503
Crescent Grove Advisors
Illinois
$2.74M -$392K -1,351 -12%
SWA
2504
Strategies Wealth Advisors
Michigan
$2.74M -$47K -162 -2%
SNBOSD
2505
Security National Bank of So Dak
Iowa
$2.74M +$7.25K +25 +0.3%
EAM
2506
Eukles Asset Management
Ohio
$2.73M -$9.57K -33 -0.3%
CCS
2507
Concentric Capital Strategies
Connecticut
$2.73M -$1.13M -3,905 -29%
APA
2508
Astoria Portfolio Advisors
New York
$2.72M -$83.3K -281 -3%
PWAM
2509
Papamarkou Wellner Asset Management
New York
$2.72M +$45.2K +156 +2%
EB
2510
Emprise Bank
Kansas
$2.72M +$15.4K +53 +0.6%
MCC
2511
Money Concepts Capital
Florida
$2.71M -$468K -1,615 -15%
NWM
2512
Napa Wealth Management
California
$2.71M +$2.71M +9,332 New
AC
2513
Asio Capital
Kentucky
$2.7M +$84.1K +290 +3%
NFSG
2514
Newbridge Financial Services Group
Florida
$2.7M +$991K +3,419 +58%
PWM
2515
Prentice Wealth Management
New York
$2.7M -$101K -350 -4%
KFA
2516
Kelleher Financial Advisors
New York
$2.7M +$744K +2,566 +38%
DWM
2517
Drive Wealth Management
Utah
$2.7M +$50.7K +175 +2%
KFA
2518
Kapstone Financial Advisors
Ohio
$2.7M -$5.8K -20 -0.2%
FHC
2519
First Heartland Consultants
Missouri
$2.7M +$237K +817 +10%
MFG
2520
Mosaic Financial Group
Illinois
$2.69M -$4.35K -15 -0.2%
WCM
2521
Washington Capital Management
Washington
$2.69M – – –
LAIC
2522
Lederer & Associates Investment Counsel
California
$2.69M -$40.3K -139 -1%
NEWAS
2523
N.E.W. Advisory Services
Wisconsin
$2.68M +$208K +716 +8%
BLFG
2524
Brian Low Financial Group
Louisiana
$2.68M +$2.68M +9,235 New
RC
2525
Reik & Co
New York
$2.67M +$1.88M +6,478 +237%
99 100
101
102 103