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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 %
CAS
2676
CTC Alternative Strategies
Illinois
$2.31M +$1.67M +5,754 +262%
HI
2677
Hendershot Investments
Virginia
$2.3M -$162K -558 -7%
LI
2678
LVZ Inc
Michigan
$2.3M -$290 -1 -0%
FNBTCON
2679
First National Bank & Trust Co of Newtown
Pennsylvania
$2.3M -$170K -585 -7%
PG
2680
Proffitt & Goodson
Tennessee
$2.29M +$35.9K +124 +2%
MA
2681
MBA Advisors
Pennsylvania
$2.29M -$152K -523 -6%
NWM
2682
Northwest Wealth Management
Iowa
$2.29M +$53.3K +184 +2%
EFA
2683
Edge Financial Advisors
Illinois
$2.29M -$22.9K -79 -1%
JWA
2684
JFS Wealth Advisors
Pennsylvania
$2.29M +$10.1K +35 +0.4%
TT
2685
TI-Trust
Illinois
$2.28M – – –
RWP
2686
Ridgecrest Wealth Partners
California
$2.28M +$2.03K +7 +0.1%
TIP
2687
Tandem Investment Partners
New Jersey
$2.27M +$221K +761 +11%
MMM
2688
Mendel Money Management
Illinois
$2.26M -$80.9K -279 -3%
MP
2689
Moment Partners
California
$2.26M +$12.2K +42 +0.5%
PPWM
2690
Paragon Private Wealth Management
Kentucky
$2.25M +$438K +1,512 +24%
AIA
2691
Armor Investment Advisors
North Carolina
$2.25M -$177K -612 -7%
FG
2692
Foster Group
Iowa
$2.24M +$106K +366 +5%
BCM
2693
Birmingham Capital Management
Alabama
$2.24M -$1.01M -3,470 -31%
TWM
2694
TriaGen Wealth Management
California
$2.24M -$2.19M -7,563 -49%
SR
2695
Syntax Research
Florida
$2.24M +$31.6K +109 +1%
FCG
2696
Fielder Capital Group
Tennessee
$2.24M -$228K -785 -9%
AGC
2697
Aspen Grove Capital
Colorado
$2.23M +$613K +2,115 +38%
ZI
2698
ZEGA Investments
Florida
$2.23M +$263K +907 +13%
CAM
2699
Clark Asset Management
New Hampshire
$2.23M +$1.49M +5,147 +203%
GPI
2700
General Partner Inc
Pennsylvania
$2.22M – – –
106 107
108
109 110