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 %
SW
2651
SMART Wealth
Nebraska
$2.37M +$580 +2 +0%
WCAMG
2652
Woodard & Company Asset Management Group
North Carolina
$2.36M +$100K +346 +4%
ACMA
2653
Arbor Capital Management (Alaska)
Alaska
$2.36M -$54.5K -185 -2%
FVWA
2654
Foster Victor Wealth Advisors
South Carolina
$2.35M +$49.6K +175 +2%
AF
2655
Apollon Financial
South Carolina
$2.35M +$36.2K +125 +2%
GCM
2656
Garland Capital Management
Washington
$2.34M -$5.1M -17,585 -69%
EWS
2657
Eagle Wealth Strategies
New Jersey
$2.33M -$328K -1,130 -12%
PL
2658
Perpetual Ltd
Australia
$2.33M -$1.18M -4,083 -34%
OWA
2659
One Wealth Advisors
California
$2.33M -$2.32K -8 -0.1%
SPWG
2660
Syntegra Private Wealth Group
Missouri
$2.33M +$244K +842 +12%
AWS
2661
Aspen Wealth Strategies
Colorado
$2.33M +$163K +562 +8%
TIM
2662
Tortoise Investment Management
New York
$2.33M +$23.2K +80 +1%
OBGC
2663
O'Brien Greene & Co
Pennsylvania
$2.32M – – –
PA
2664
Promethium Advisors
Maryland
$2.32M +$113K +390 +5%
SOS
2665
Silver Oak Securities
Tennessee
$2.32M +$35.1K +121 +2%
GCM
2666
GoodHaven Capital Management
New Jersey
$2.32M – – –
EW
2667
Element Wealth
Mississippi
$2.32M +$710K +2,449 +44%
PFM
2668
Potomac Fund Management
Florida
$2.32M -$45.7K -160 -2%
RF
2669
Roxbury Financial
New Jersey
$2.31M -$75.1K -259 -3%
MSCM
2670
McElhenny Sheffield Capital Management
Texas
$2.31M -$1.74K -6 -0.1%
DIM
2671
Delta Investment Management
California
$2.31M +$19.1K +66 +0.8%
BIA
2672
BHK Investment Advisors
Alabama
$2.31M -$224K -773 -9%
SMF
2673
Scott Marsh Financial
Utah
$2.31M +$2.31M +7,972 New
LSA
2674
Lion Street Advisors
Texas
$2.31M +$120K +414 +5%
PCG
2675
PFC Capital Group
California
$2.31M -$128K -440 -5%
105 106
107
108 109