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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 %
MFGM
2851
Marshall Financial Group (Maryland)
Maryland
$1.84M -$108K -371 -6%
TSS
2852
Two Sigma Securities
New York
$1.84M +$1.84M +6,339 New
BCG
2853
BayBridge Capital Group
California
$1.84M +$35.1K +121 +2%
IHL
2854
Investment House LLC
California
$1.83M -$109K -376 -6%
OLVIG
2855
Oliver Lagore Vanvalin Investment Group
Michigan
$1.83M +$1.83M +7,464 New
TCM
2856
Tang Capital Management
California
$1.83M -$737K -2,542 -29%
KIA
2857
Knollwood Investment Advisory
Maryland
$1.83M – – –
MWM
2858
McNaughton Wealth Management
California
$1.83M +$53.9K +186 +3%
LSIA
2859
LaSalle St. Investment Advisors
Illinois
$1.83M -$130K -448 -7%
AA
2860
AJ Advisors
Tennessee
$1.83M -$186K -640 -9%
SSC
2861
Syverson Strege & Co
Iowa
$1.83M +$1.24M +4,286 +213%
WF
2862
WinCap Financial
Massachusetts
$1.83M +$79.4K +274 +5%
EFA
2863
Evernest Financial Advisors
Indiana
$1.82M +$182K +629 +11%
PP
2864
Patron Partners
Texas
$1.82M +$228K +786 +14%
LCWP
2865
Legacy Capital Wealth Partners
Arkansas
$1.81M -$216K -746 -11%
KHCM
2866
Kirtland Hills Capital Management
Ohio
$1.81M +$136K +469 +8%
HWA
2867
HMV Wealth Advisors
Louisiana
$1.81M -$37.7K -130 -2%
QFA
2868
Quantum Financial Advisors
California
$1.81M – – –
PAG
2869
Powers Advisory Group
Illinois
$1.81M +$30.2K +104 +2%
QFW
2870
QTR Family Wealth
Florida
$1.81M +$281K +970 +18%
TCOTS
2871
Trust Company of the South
North Carolina
$1.81M -$17.7K -61 -1%
PIMG
2872
Patriot Investment Management Group
Tennessee
$1.8M +$132K +455 +8%
CCM
2873
Crew Capital Management
Ohio
$1.8M -$50.4K -174 -3%
SCM
2874
Stevens Capital Management
Pennsylvania
$1.8M -$7.84M -27,046 -81%
WAG
2875
Wiser Advisor Group
Arizona
$1.8M -$346K -1,192 -16%
113 114
115
116 117