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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 %
MPCG
2576
Matrix Private Capital Group
New York
$2.52M -$314K -1,082 -11%
RB
2577
Rodgers Brothers
Pennsylvania
$2.52M – – –
BWA
2578
Bordeaux Wealth Advisors
California
$2.51M -$42K -145 -2%
IJWM
2579
Inman Jager Wealth Management
Mississippi
$2.51M +$27.5K +95 +1%
DWM
2580
Defined Wealth Management
Oregon
$2.51M -$4.93K -17 -0.2%
KFSC
2581
Keystone Financial Services (Colorado)
Colorado
$2.51M +$37.4K +129 +2%
SCM
2582
Sunbeam Capital Management
Georgia
$2.51M +$114K +392 +5%
SC
2583
Stance Capital
Massachusetts
$2.51M +$2.51M +8,647 New
SFS
2584
Security Financial Services
Indiana
$2.51M +$306K +1,054 +14%
AB
2585
ANB Bank
Colorado
$2.5M -$47.8K -165 -2%
LCM
2586
Lazari Capital Management
California
$2.5M -$83.5K -288 -3%
MFG
2587
Monte Financial Group
Connecticut
$2.5M +$22.3K +77 +0.9%
BSSFA
2588
Baron Silver Stevens Financial Advisors
Florida
$2.5M +$242K +834 +11%
SIM
2589
Sentry Investment Management
Wisconsin
$2.5M -$52.3K -185 -2%
WAL
2590
W Advisors LLC
Tennessee
$2.49M -$40.9K -141 -2%
BCM
2591
Bayesian Capital Management
New York
$2.49M +$2.49M +8,602 New
CL
2592
CIM LLC
New York
$2.49M -$19.1K -66 -0.8%
CIA
2593
Citadel Investment Advisory
Ohio
$2.49M -$83.2K -287 -3%
VIPI
2594
Vista Investment Partners II
Indiana
$2.49M +$6.09K +21 +0.2%
JFA
2595
JNBA Financial Advisors
Minnesota
$2.49M -$11.9K -41 -0.5%
CAG
2596
Centerpoint Advisory Group
Kansas
$2.49M +$230K +793 +10%
MKC
2597
M. Kraus & Co
Vermont
$2.49M – – –
WMWM
2598
Whitaker-Myers Wealth Managers
Ohio
$2.48M +$724K +2,496 +41%
TCB
2599
Texas Capital Bancshares
Texas
$2.48M -$37.7K -130 -1%
VWM
2600
Vigilare Wealth Management
Arizona
$2.48M +$1.41M +4,858 +132%
102 103
104
105 106