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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 %
LWP
2726
LeClair Wealth Partners
Ohio
$2.17M -$78.9K -272 -4%
PFS
2727
Physicians Financial Services
North Carolina
$2.17M -$7.25K -25 -0.3%
OPWM
2728
Oakwell Private Wealth Management
Texas
$2.16M +$135K +466 +7%
CP
2729
Covenant Partners
Tennessee
$2.16M – – –
T
2730
Tableaux
Massachusetts
$2.16M +$2.09M +62,264 +2,873%
MAM
2731
McLean Asset Management
Virginia
$2.16M +$47.9K +164 +2%
GWM
2732
Gibbs Wealth Management
Georgia
$2.16M +$2.16M +7,437 New
AWM
2733
Aviso Wealth Management
Washington
$2.15M +$77.7K +268 +4%
KCM
2734
KRS Capital Management
Michigan
$2.15M +$89.6K +309 +4%
CC
2735
Commons Capital
Massachusetts
$2.15M +$9.57K +33 +0.4%
AIM
2736
Alhambra Investment Management
Florida
$2.14M -$97.4K -336 -4%
RHIG
2737
R.H. Investment Group
Arizona
$2.14M – – –
BWM
2738
Bulltick Wealth Management
Florida
$2.14M -$899K -3,100 -30%
BF
2739
Brucke Financial
Indiana
$2.14M -$80.3K -277 -4%
GWP
2740
Gen-Wealth Partners
Michigan
$2.14M -$75.7K -261 -3%
HWA
2741
Heartwood Wealth Advisors
Virginia
$2.13M +$128K +442 +6%
SA
2742
Sovran Advisors
California
$2.13M +$268K +946 +14%
ACM
2743
Armbruster Capital Management
New York
$2.13M +$44.9K +155 +2%
BDF
2744
Black Diamond Financial
Maryland
$2.12M -$61.5K -212 -3%
OFW
2745
Omnia Family Wealth
Florida
$2.12M +$197K +679 +10%
CIA
2746
Cladis Investment Advisory
Montana
$2.12M +$43.5K +150 +2%
PFG
2747
Prosperity Financial Group
California
$2.11M +$182K +627 +9%
CF
2748
Claris Financial
Virginia
$2.11M -$547K -1,888 -21%
EIA
2749
Edgemoor Investment Advisors
Maryland
$2.1M +$66.4K +229 +3%
RLWM
2750
RF&L Wealth Management
Massachusetts
$2.1M – – –
108 109
110
111 112