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JPMorgan Chase
JPM

Overview Fund Activity

4,637 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 1,983 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,637
Holders Change
+44
Holders Change %
+0.96%
% 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
244
Increased
1,983
Reduced
1,964
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 %
D.E. Shaw & Co
251
D.E. Shaw & Co
New York
$185M -$50.2M -173,147 -21%
DSA
252
Davis Selected Advisers
Arizona
$184M -$1.1M -3,810 -0.6%
Kovitz Investment Group Partners
253
Kovitz Investment Group Partners
Illinois
$184M +$29.3M +101,177 +19%
CII
254
Capital International Inc
California
$182M +$20.1M +69,413 +12%
Cambridge Investment Research Advisors
255
Cambridge Investment Research Advisors
Iowa
$178M -$1.78M -6,134 -1%
ERSOT
256
Employees Retirement System of Texas
Texas
$178M -$35.6M -122,900 -17%
DK
257
DJE Kapital
Germany
$175M +$12.6M +43,261 +8%
EWM
258
Evercore Wealth Management
New York
$174M -$10.5M -36,107 -6%
AM
259
AGF Management
Ontario, Canada
$174M +$4.69M +16,167 +3%
SIG
260
Stonegate Investment Group
Alabama
$171M -$35.4M -121,997 -17%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$170M +$3.56M +12,293 +2%
DC
262
Davenport & Co
Virginia
$170M -$214K -738 -0.1%
PGFC
263
Peapack-Gladstone Financial Corp
New Jersey
$169M -$4.94M -17,049 -3%
BMSSC
264
B. Metzler seel. Sohn & Co
Germany
$169M -$11.3M -38,897 -6%
CS
265
Clear Street
New York
$167M +$123M +425,000 +283%
GRQ
266
Gardner Russo & Quinn
Pennsylvania
$166M -$136M -469,654 -45%
WJWM
267
Williams Jones Wealth Management
New York
$166M -$1.82M -6,262 -1%
FMI
268
Factory Mutual Insurance
Massachusetts
$164M – – –
VRS
269
Virginia Retirement Systems
Virginia
$164M -$9.83M -33,900 -6%
ZIG
270
Zurich Insurance Group
Switzerland
$163M -$26M -89,727 -14%
QCM
271
QRG Capital Management
Illinois
$163M +$11.2M +38,718 +7%
Federated Hermes
272
Federated Hermes
Pennsylvania
$162M -$22.1M -76,350 -12%
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$161M +$5.74M +19,812 +4%
AB
274
Amalgamated Bank
New York
$157M -$1.2M -4,126 -0.8%
MSV
275
MN Services Vermogensbeheer
Netherlands
$156M -$2.78M -9,600 -2%
9 10
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