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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 %
ACP
2751
Argyle Capital Partners
California
$2.09M -$37.1K -128 -2%
TWM
2752
Thrive Wealth Management
Pennsylvania
$2.09M -$7.54K -26 -0.4%
NJIM
2753
Nabity-Jensen Investment Management
Nebraska
$2.09M +$60.3K +208 +3%
SLG
2754
Stanley-Laman Group
Pennsylvania
$2.09M -$1.32M -4,548 -39%
G
2755
GenTrust
Florida
$2.09M -$198K -683 -9%
VC
2756
Veracity Capital
Georgia
$2.08M -$120K -413 -5%
EM
2757
ELCO Management
New York
$2.08M -$69.6K -240 -3%
TC
2758
Trilogy Capital
California
$2.07M -$77.4K -267 -4%
OIM
2759
Orca Investment Management
Oregon
$2.07M +$26.1K +90 +1%
FIM
2760
Freedom Investment Management
Connecticut
$2.07M -$102K -352 -5%
CPG
2761
Cornerstone Planning Group
New Jersey
$2.07M +$518K +1,776 +33%
TWPM
2762
Total Wealth Planning & Management
Florida
$2.07M +$44.9K +155 +2%
GWSG
2763
GPS Wealth Strategies Group
Colorado
$2.06M -$14.8K -51 -0.7%
AWG
2764
Altus Wealth Group
Colorado
$2.06M +$94.8K +327 +5%
KA
2765
Kozak & Associates
Colorado
$2.06M -$18.1K -64 -0.9%
RWM
2766
Revisor Wealth Management
Ohio
$2.06M +$1.34M +4,629 +188%
RWM
2767
Riverbend Wealth Management
South Carolina
$2.05M +$54.2K +187 +3%
MW
2768
Maia Wealth
Colorado
$2.05M +$576K +1,986 +39%
RIM
2769
Redwood Investment Management
Arizona
$2.05M -$434K -1,498 -17%
SPI
2770
Sutton Place Investors
New York
$2.05M +$149K +514 +8%
RB
2771
Renasant Bank
Mississippi
$2.05M +$376K +1,297 +22%
TWA
2772
Talisman Wealth Advisors
New Jersey
$2.05M +$1.74K +6 +0.1%
AGA
2773
Accuvest Global Advisors
Utah
$2.04M +$252K +868 +14%
FC
2774
Fairscale Capital
New Hampshire
$2.04M +$158K +533 +8%
HP
2775
Holistic Planning
Texas
$2.04M +$771K +2,658 +61%
109 110
111
112 113