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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 %
RL
2776
Ruffer LLP
United Kingdom
$2.03M – – –
SHFA
2777
SC&H Financial Advisors
Maryland
$2.03M -$43.5K -150 -2%
FA
2778
Fountainhead AM
New Jersey
$2.02M +$222K +764 +12%
LF
2779
Lantz Financial
Illinois
$2.02M +$31K +107 +2%
PWP
2780
Phillips Wealth Planners
Mississippi
$2.02M -$42.4K -150 -2%
SCA
2781
Sippican Capital Advisors
Massachusetts
$2.02M -$3.77K -13 -0.2%
AIM
2782
ARGA Investment Management
Connecticut
$2.01M – – –
HFA
2783
High Falls Advisors
New York
$2.01M +$38.3K +132 +2%
RFG
2784
RFP Financial Group
Georgia
$2.01M – – –
WG
2785
Winton Group
United Kingdom
$2.01M +$2.01M +6,927 New
DAM
2786
Deltec Asset Management
New York
$2.01M – – –
GWS
2787
Greykasell Wealth Strategies
California
$2M +$41.5K +143 +2%
BPW
2788
Bingham Private Wealth
California
$2M -$86.1K -297 -4%
CFA
2789
Cahill Financial Advisors
Minnesota
$1.99M -$109K -377 -5%
AR
2790
Advisory Research
Illinois
$1.99M -$38.8K -134 -2%
IF
2791
Intrua Financial
Texas
$1.99M -$132K -456 -6%
SW
2792
Solidarity Wealth
Utah
$1.98M -$28.4K -98 -1%
ACA
2793
Atlas Capital Advisors
Wyoming
$1.98M -$10.4K -36 -0.5%
SFG
2794
Sovereign Financial Group
Connecticut
$1.97M +$38.6K +133 +2%
MFWP
2795
Mosaic Family Wealth Partners
Missouri
$1.97M -$128K -441 -6%
BWM
2796
Birchcreek Wealth Management
Ohio
$1.97M -$9.28K -32 -0.5%
TW
2797
Traveka Wealth
California
$1.97M +$12.8K +44 +0.7%
WC
2798
Winmill & Co
New York
$1.97M – – –
TC
2799
TFR Capital
Texas
$1.97M -$48.1K -166 -2%
LIA
2800
LBMC Investment Advisors
Tennessee
$1.97M – – –
110 111
112
113 114