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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 %
DLHL
2876
Donald L. Hagan LLC
Florida
$1.79M -$1.25M -4,314 -41%
IW
2877
IronOak Wealth
Texas
$1.79M +$1.79M +6,171 New
WWC
2878
Waypoint Wealth Counsel
Georgia
$1.79M +$157K +541 +10%
SCA
2879
St. Clair Advisors
Ohio
$1.79M -$58K -200 -3%
BWM
2880
Baron Wealth Management
Michigan
$1.78M +$330K +1,139 +23%
Optiver Holding
2881
Optiver Holding
Netherlands
$1.78M +$530K +1,828 +42%
SPF
2882
South Plains Financial
Texas
$1.78M +$21.2K +73 +1%
DOA
2883
D'Orazio & Associates
Virginia
$1.78M -$45.2K -156 -2%
BRG
2884
Bay Rivers Group
Virginia
$1.78M – – –
SFG
2885
Seamount Financial Group
Colorado
$1.77M +$382K +1,317 +27%
5SA
2886
5th Street Advisors
Connecticut
$1.77M -$279K -961 -14%
GTAM
2887
Global Trust Asset Management
Florida
$1.77M +$444K +1,533 +34%
SL
2888
Sentry LLC
Tennessee
$1.77M – – –
MEAC
2889
M.E. Allison & Co
Texas
$1.76M -$89.9K -310 -5%
ITFISA
2890
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.76M +$63.2K +218 +4%
SFM
2891
Systematic Financial Management
New Jersey
$1.76M – – –
HFS
2892
Howard Financial Services
Texas
$1.76M -$635K -2,189 -27%
RIA
2893
Realta Investment Advisors
Delaware
$1.76M +$26.4K +91 +2%
IC
2894
Iconiq Capital
California
$1.76M +$35.7K +123 +2%
RL
2895
Rogco LP
Oklahoma
$1.76M -$236K -815 -12%
HCA
2896
Heck Capital Advisors
Wisconsin
$1.76M +$93.6K +323 +6%
CPA
2897
Capital Planning Advisors
California
$1.76M -$4.06K -14 -0.2%
BCM
2898
BluePath Capital Management
Georgia
$1.76M +$11.3K +39 +0.6%
CIM
2899
Corda Investment Management
Texas
$1.75M -$234K -806 -12%
CA
2900
Crumly & Associates
Illinois
$1.75M -$36K -124 -2%
114 115
116
117 118