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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 %
GPA
2701
Garrison Point Advisors
California
$2.22M -$52.2K -180 -2%
RPGK
2702
Retirement Planning Group (Kansas)
Kansas
$2.22M +$176K +606 +9%
AAIM
2703
Asset Advisors Investment Management
Georgia
$2.22M – – –
HAS
2704
HBW Advisory Services
California
$2.22M +$128K +441 +6%
FOA
2705
Five Oceans Advisors
California
$2.21M +$13.9K +48 +0.6%
OL
2706
OneFund LLC
Florida
$2.21M -$27.3K -94 -1%
VCM
2707
Vivaldi Capital Management
Illinois
$2.21M +$38.8K +134 +2%
BCP
2708
Berkeley Capital Partners
Georgia
$2.21M -$53.1K -183 -2%
IIM
2709
InTrack Investment Management
Vermont
$2.21M +$288K +993 +15%
CASB
2710
Cape Ann Savings Bank
Massachusetts
$2.2M -$239K -825 -10%
AFG
2711
ABLE Financial Group
Arizona
$2.2M -$110K -378 -5%
SIC
2712
Sterling Investment Counsel
New York
$2.19M -$2.76M -9,537 -56%
PWM
2713
Palacios Wealth Management
Florida
$2.19M +$1.52M +5,226 +224%
SRA
2714
Secured Retirement Advisors
Minnesota
$2.19M -$73.9K -255 -3%
KCFA
2715
Key Client Fiduciary Advisors
New Jersey
$2.19M +$23.5K +81 +1%
FCM
2716
Fieldview Capital Management
Michigan
$2.19M +$2.19M +7,541 New
MAC
2717
Mason & Associates (California)
California
$2.18M +$39.7K +137 +2%
SC
2718
Saiph Capital
New Jersey
$2.18M +$2.18M +7,533 New
MWPCG
2719
Measured Wealth Private Client Group
New Hampshire
$2.18M +$181K +625 +9%
SAA
2720
Southeast Asset Advisors
Georgia
$2.18M +$347K +1,198 +19%
BF
2721
bLong Financial
Tennessee
$2.18M -$14.5K -50 -0.7%
TNAM
2722
Terra Nova Asset Management
New York
$2.18M -$204K -705 -9%
RCM
2723
Raleigh Capital Management
North Carolina
$2.18M -$63.5K -219 -3%
MFG
2724
Menard Financial Group
Texas
$2.18M +$387K +1,334 +22%
DFS
2725
Dixon Fnancial Services
California
$2.17M -$29K -100 -1%
107 108
109
110 111