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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 %
RA
2626
RoundAngle Advisors
New Jersey
$2.42M +$8.12K +28 +0.3%
SMA
2627
Seven Mile Advisory
New Jersey
$2.42M -$22.3K -77 -0.9%
RCA
2628
Roberts Capital Advisors
Colorado
$2.42M +$779K +2,687 +47%
CCMW
2629
Cypress Capital Management (Wyoming)
Wyoming
$2.42M -$23.5K -81 -1%
FCB
2630
First County Bank
Connecticut
$2.41M -$142K -489 -6%
BI
2631
Bolthouse Investments
California
$2.41M – – –
PCS
2632
Private Client Services
Kentucky
$2.41M +$411K +1,419 +21%
FNBSF
2633
First National Bank Sioux Falls
South Dakota
$2.4M -$20.3K -70 -0.8%
JWWM
2634
Johnson & White Wealth Management
Pennsylvania
$2.4M -$20.6K -71 -0.8%
CCA
2635
Cora Capital Advisors
New Jersey
$2.4M +$76.8K +265 +3%
CVM
2636
Cheviot Value Management
California
$2.39M -$26.9K -93 -1%
CBT
2637
CoreFirst Bank & Trust
Kansas
$2.39M -$107K -368 -4%
TF
2638
Tudor Financial
Ohio
$2.39M +$23.5K +81 +1%
TC
2639
Trust Company
Kansas
$2.39M -$105K -361 -4%
IWA
2640
IBEX Wealth Advisors
New Jersey
$2.39M -$4.95M -17,064 -67%
TF
2641
TLWM Financial
Texas
$2.38M -$10.1K -35 -0.4%
EA
2642
Ellsworth Advisors
Ohio
$2.38M -$268K -924 -10%
SICM
2643
Sustainable Insight Capital Management
New York
$2.38M -$3.81M -13,127 -61%
CAM
2644
CPA Asset Management
Florida
$2.38M – – –
SWRP
2645
Summit Wealth & Retirement Planning
California
$2.38M – – –
AWM
2646
Accel Wealth Management
Iowa
$2.38M -$42.3K -146 -2%
JE
2647
JMAC Enterprises
Pennsylvania
$2.37M -$29K -100 -1%
VCM
2648
Versant Capital Management
Arizona
$2.37M +$252K +868 +12%
WCBA
2649
Weaver C. Barksdale & Associates
Tennessee
$2.37M -$214K -738 -8%
AA
2650
Alesco Advisors
New York
$2.37M +$23.5K +81 +1%
104 105
106
107 108