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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, 1,983 increasing their positions, 1,966 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
1,983
Reduced
1,966
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 %
DI
2826
Disciplined Investors
Texas
$1.9M +$6.67K +23 +0.4%
WDG
2827
Wealth Dimensions Group
Ohio
$1.9M -$25.5K -88 -1%
AWA
2828
AGH Wealth Advisors
Kansas
$1.89M -$54.2K -187 -3%
Wolverine Trading
2829
Wolverine Trading
Illinois
$1.89M +$1.89M +6,580 New
SC
2830
Solstein Capital
California
$1.89M +$78K +269 +4%
FGA
2831
Fortis Group Advisors
New Jersey
$1.89M -$352K -1,189 -16%
EWA
2832
Evolution Wealth Advisors
Florida
$1.88M -$29K -100 -2%
SDWMA
2833
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.88M -$55.4K -191 -3%
CCAM
2834
Cascades Capital Asset Management
North Carolina
$1.88M +$352K +1,213 +23%
FFA
2835
Fi3 Financial Advisors
Indiana
$1.87M +$46.4K +160 +3%
GHAM
2836
Gilman Hill Asset Management
Connecticut
$1.87M -$104K -360 -5%
VFPW
2837
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.87M +$211K +729 +13%
AWM
2838
Atticus Wealth Management
Florida
$1.87M +$740K +2,551 +65%
Fiera Capital (Canada)
2839
Fiera Capital (Canada)
Quebec, Canada
$1.87M +$621K +2,142 +50%
SFS
2840
Symphony Financial Services
Ohio
$1.87M +$8.99K +31 +0.5%
RWPA
2841
Richard W. Paul & Associates
Michigan
$1.87M -$101K -348 -5%
VP
2842
Verum Partners
North Carolina
$1.86M +$19.7K +68 +1%
AWM
2843
AllSquare Wealth Management
New York
$1.86M -$217K -750 -10%
FFA
2844
Frazier Financial Advisors
Ohio
$1.86M -$19.7K -68 -1%
WIM
2845
Westside Investment Management
California
$1.86M +$121K +416 +7%
SWIG
2846
Strategic Wealth Investment Group
Kentucky
$1.85M +$110K +381 +6%
WC
2847
Westerkirk Capital
$1.85M +$1.85M +6,371 New
DIP
2848
Davis Investment Partners
North Carolina
$1.85M +$116K +400 +7%
KFS
2849
Keynote Financial Services
Connecticut
$1.84M -$21.7K -75 -1%
CAGAS
2850
Capital Advisory Group Advisory Services
Minnesota
$1.84M +$4.35K +15 +0.2%
112 113
114
115 116