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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 %
SFG
2901
Sunburst Financial Group
Alabama
$1.75M +$93.9K +324 +6%
TWM
2902
Topsail Wealth Management
North Carolina
$1.74M +$4.64K +16 +0.3%
IPAM
2903
Investment Partners Asset Management
New Jersey
$1.74M +$106K +367 +7%
ATI
2904
ARK & TLK Investments
Oklahoma
$1.74M -$88.4K -305 -5%
FC
2905
Fjell Capital
North Dakota
$1.74M +$20.3K +70 +1%
CBUSF
2906
Construction & Building Unions Superannuation Fund
Australia
$1.74M +$87K +300 +5%
HAI
2907
Hennessy Advisors Inc
California
$1.74M +$145K +500 +9%
MWM
2908
MFG Wealth Management
Indiana
$1.74M +$1.74M +6,000 New
SFP
2909
Sandbox Financial Partners
Maryland
$1.74M +$13.9K +48 +0.8%
OW
2910
Olistico Wealth
Oklahoma
$1.74M +$174K +600 +11%
GHA
2911
Granite Harbor Advisors
Texas
$1.73M +$24.9K +86 +1%
YAVAPFMC
2912
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.73M – – –
AFT
2913
Alpha Family Trust
California
$1.72M – – –
GIP
2914
Greatmark Investment Partners
Georgia
$1.72M – – –
WAG
2915
Windsor Advisory Group
Ohio
$1.72M -$395K -1,362 -19%
HC
2916
Hurley Capital
New York
$1.72M -$20.3K -70 -1%
CFG
2917
Carr Financial Group
Massachusetts
$1.71M -$45.2K -156 -3%
NCTC
2918
New Covenant Trust Company
Indiana
$1.71M -$16.1K -56 -0.9%
BAG
2919
Bridgewealth Advisory Group
California
$1.7M +$1.7M +5,879 New
DWM
2920
Dogwood Wealth Management
Kansas
$1.7M +$40.2K +142 +2%
PWM
2921
PBMares Wealth Management
Virginia
$1.7M +$104K +360 +7%
GITFIT
2922
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.7M – – –
BPFA
2923
Barnes Pettey Financial Advisors
Mississippi
$1.69M +$21.5K +74 +1%
CICI
2924
Capital Investment Counsel Inc
North Carolina
$1.69M +$8.41K +29 +0.5%
HWMG
2925
Hurlow Wealth Management Group
Indiana
$1.69M -$79.1K -273 -4%
115 116
117
118 119