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 %
PWM
2601
Paulson Wealth Management
Illinois
$2.48M -$6.09K -21 -0.2%
CIC
2602
Cornercap Investment Counsel
Georgia
$2.48M -$643K -2,219 -21%
NA
2603
Navellier & Associates
Nevada
$2.48M – – –
CSB
2604
City State Bank
Iowa
$2.48M -$37.4K -129 -1%
VCM
2605
Vision Capital Management
Oregon
$2.47M -$204K -705 -8%
PSFG
2606
Prairie Sky Financial Group
Illinois
$2.47M – – –
IA
2607
IFG Advisors
Missouri
$2.47M +$14.2K +49 +0.6%
CMANY
2608
Capital Management Associates (New York)
New York
$2.46M – – –
OCM
2609
Orion Capital Management
California
$2.46M – – –
ANC
2610
Ames National Corp
Iowa
$2.46M -$174K -600 -7%
PWP
2611
Pursue Wealth Partners
California
$2.45M -$6.38K -22 -0.3%
BCA
2612
Bay Capital Advisors
Virginia
$2.45M +$1.16K +4 +0%
MCM
2613
Mainstream Capital Management
California
$2.45M -$7.83K -27 -0.3%
LA
2614
LexAurum Advisors
Kansas
$2.45M -$128K -442 -5%
GIM
2615
Guardian Investment Management
California
$2.45M -$1.39M -4,800 -36%
AF
2616
Affiance Financial
Minnesota
$2.45M +$59.4K +205 +2%
EFM
2617
Eley Financial Management
Vermont
$2.44M -$32.5K -112 -1%
SCI
2618
Stableford Capital II
Arizona
$2.44M -$284K -950 -10%
LFP
2619
Lakeshore Financial Planning
Michigan
$2.44M +$10.7K +37 +0.4%
FAG
2620
Fortitude Advisory Group
Washington
$2.44M -$78.9K -272 -3%
GFA
2621
Gallagher Fiduciary Advisors
Illinois
$2.43M +$14.5K +50 +0.6%
GCC
2622
Game Creek Capital
Massachusetts
$2.43M – – –
CFGW
2623
Chancellor Financial Group WB
Pennsylvania
$2.43M +$39.7K +137 +2%
EWM
2624
Evergreen Wealth Management
Michigan
$2.43M +$19.1K +66 +0.8%
CWM
2625
Castle Wealth Management
Florida
$2.43M -$91.3K -315 -4%
103 104
105
106 107