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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 %
FMN
2551
Financial Management Network
California
$2.59M +$339K +1,145 +15%
BSI
2552
Bennett Selby Investments
Maine
$2.59M – – –
CH
2553
Cromwell Holdings
Wyoming
$2.58M – – –
GDP
2554
Great Diamond Partners
Maine
$2.58M +$1.6M +5,512 +163%
KLWA
2555
Kelly Lawrence W & Associates
California
$2.58M -$36.2K -125 -1%
YDMI
2556
Y.D. More Investments
Israel
$2.58M -$376K -1,300 -13%
TWP
2557
Total Wealth Planning
Ohio
$2.58M +$2.58M +8,899 New
CCA
2558
Childress Capital Advisors
Texas
$2.58M +$139K +479 +6%
SSWM
2559
Strait & Sound Wealth Management
California
$2.58M -$163K -562 -6%
WIA
2560
Westbourne Investment Advisors
Maryland
$2.58M +$116K +400 +5%
WP
2561
Westmount Partners
California
$2.58M -$2.32K -8 -0.1%
WLPWM
2562
Walled Lake Planning & Wealth Management
Illinois
$2.57M -$595K -2,054 -19%
CA
2563
Corrado Advisors
New Jersey
$2.57M -$97.7K -337 -4%
PA
2564
Prossimo Advisors
California
$2.56M +$2.9K +10 +0.1%
SSA
2565
South Street Advisors
New York
$2.55M +$7.25K +25 +0.3%
UCB
2566
United Community Bank
South Carolina
$2.55M -$222K -767 -8%
HFAS
2567
Hummer Financial Advisory Services
Illinois
$2.55M – – –
TRIA
2568
Trail Ridge Investment Advisors
Colorado
$2.55M -$81.8K -276 -3%
MIC
2569
Meridian Investment Counsel
California
$2.55M – – –
FRA
2570
Front Row Advisors
California
$2.55M +$43.5K +150 +2%
OC
2571
Oarsman Capital
Wisconsin
$2.54M -$51.3K -177 -2%
WMA
2572
Wealth Management Associates
New Jersey
$2.53M +$166K +572 +7%
OPOWM
2573
One Plus One Wealth Management
Florida
$2.53M -$75.4K -260 -3%
SC
2574
Stephens Consulting
Michigan
$2.52M +$263K +906 +12%
BFG
2575
Bouchey Financial Group
New York
$2.52M +$50.4K +174 +2%
101 102
103
104 105