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 %
SIC
2526
Samalin Investment Counsel
New York
$2.66M -$20.6K -71 -0.8%
AA
2527
Altman Advisors
Illinois
$2.66M +$19.5K +67 +0.7%
CB
2528
Centennial Bank
Arkansas
$2.66M -$24.6K -85 -0.9%
RFA
2529
ROI Financial Advisors
Oregon
$2.66M +$426K +1,471 +19%
HP
2530
Hilltop Partners
Indiana
$2.65M +$258K +890 +11%
SC
2531
Savoie Capital
Illinois
$2.65M – – –
LB
2532
Legacy Bridge
Iowa
$2.64M – – –
CSPIA
2533
Cary Street Partners Investment Advisory
Virginia
$2.64M +$153K +526 +6%
ISWM
2534
Independent Solutions Wealth Management
New York
$2.63M +$208K +719 +9%
NL
2535
Navalign LLC
California
$2.63M -$138K -475 -5%
KA
2536
Kercheville Advisors
Texas
$2.63M +$2.03M +7,015 +342%
MCM
2537
Mendel Capital Management
Arkansas
$2.63M -$40.6K -140 -2%
COCM
2538
Charter Oak Capital Management
New Hampshire
$2.63M +$89.9K +310 +4%
TA
2539
TKG Advisors
Indiana
$2.62M -$22.3K -77 -0.8%
IF
2540
IRON Financial
Illinois
$2.62M +$18.8K +65 +0.7%
AP
2541
Atwood & Palmer
Missouri
$2.62M +$27.3K +94 +1%
KWS
2542
Keystone Wealth Services
California
$2.62M +$424K +1,463 +19%
YWM
2543
Yukon Wealth Management
Kansas
$2.62M +$25.8K +89 +1%
B
2544
Birchbrook
Maine
$2.61M -$43.8K -151 -2%
BAM
2545
Bayview Asset Management
Florida
$2.61M -$16.5K -57 -0.6%
FM
2546
Freemont Management
Switzerland
$2.61M +$609K +2,100 +30%
VCM
2547
Virtue Capital Management
Tennessee
$2.61M -$584K -2,014 -18%
SFM
2548
Signet Financial Management
New Jersey
$2.6M +$46.1K +159 +2%
WSA
2549
Warm Springs Advisors
California
$2.6M -$45.8K -158 -2%
W
2550
Wealthquest
Ohio
$2.59M +$38.3K +132 +2%
100 101
102
103 104