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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 %
FIA
2801
FNY Investment Advisers
New York
$1.96M +$1.96M +6,750 New
TFP
2802
Tilia Fiduciary Partners
North Carolina
$1.95M -$34.8K -120 -2%
BIA
2803
Beacon Investment Advisors
Maryland
$1.95M +$2.58K +9 +0.1%
PK
2804
Pflug Koory
Nebraska
$1.95M +$290 +1 +0%
AIM
2805
Advyzon Investment Management
Illinois
$1.95M +$677K +2,336 +53%
HPBT
2806
Hickory Point Bank & Trust
Illinois
$1.95M +$218K +753 +13%
FB
2807
Finward Bancorp
Indiana
$1.94M -$5.8K -20 -0.3%
WEG
2808
World Equity Group
Illinois
$1.94M +$17.7K +61 +0.9%
GF
2809
Gries Financial
Ohio
$1.93M -$347K -1,197 -15%
MAM
2810
Milestone Asset Management
Pennsylvania
$1.93M -$3.51M -12,117 -65%
SCP
2811
Sivia Capital Partners
California
$1.93M -$169K -582 -8%
VCM
2812
Viewpoint Capital Management
Washington
$1.93M -$14.5K -50 -0.7%
TFA
2813
Transamerica Financial Advisors
Florida
$1.93M -$267K -920 -12%
HBS
2814
Howard Bailey Securities
Indiana
$1.92M +$10.7K +37 +0.6%
CRI
2815
Colonial River Investments
Virginia
$1.92M -$96.5K -335 -5%
KSWWM
2816
Keyes Stange & Wooten Wealth Management
Florida
$1.92M -$121K -418 -6%
AFS
2817
Access Financial Services
Minnesota
$1.92M – – –
PVM
2818
Palogic Value Management
Texas
$1.92M – – –
TFM
2819
TFC Financial Management
Massachusetts
$1.92M -$580 -2 -0%
SB
2820
Sunflower Bank
Texas
$1.92M +$2.61K +9 +0.1%
ME
2821
McIlrath & Eck
Washington
$1.91M +$21.7K +75 +1%
SWM
2822
Sterling Wealth Management
Illinois
$1.91M +$1.91M +6,584 New
CS
2823
Capital Square
Tennessee
$1.91M -$187K -653 -9%
TA
2824
TFB Advisors
Kansas
$1.9M +$51.3K +177 +3%
DCM
2825
Driehaus Capital Management
Illinois
$1.9M +$286K +987 +18%
111 112
113
114 115