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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 %
FCIM
2926
Fairview Capital Investment Management
California
$1.69M -$71K -245 -4%
Harris Associates
2927
Harris Associates
Illinois
$1.68M +$266K +916 +19%
NFG
2928
Nadler Financial Group
Illinois
$1.68M -$18.6K -64 -1%
MWP
2929
Moller Wealth Partners
$1.68M -$53.1K -183 -3%
CIG
2930
Cascade Investment Group
Colorado
$1.68M +$85.2K +294 +5%
APC
2931
Aspire Private Capital
North Carolina
$1.68M +$293K +1,009 +21%
FDDB
2932
Fidelity D&D Bancorp
Pennsylvania
$1.68M -$174K -600 -9%
SWM
2933
Shakespeare Wealth Management
Wisconsin
$1.67M -$15.7K -54 -0.9%
PFW
2934
Petros Family Wealth
Minnesota
$1.67M +$85.2K +294 +5%
SCA
2935
Sulzberger Capital Advisors
Florida
$1.67M -$76K -262 -4%
RBWA
2936
RFG - Bristol Wealth Advisors
Massachusetts
$1.67M +$13.6K +47 +0.8%
RFW
2937
Rainier Family Wealth
Washington
$1.67M -$56K -193 -3%
UIM
2938
Unified Investment Management
Georgia
$1.67M +$58.8K +203 +4%
MTC
2939
McDaniel Terry & Co
Texas
$1.67M -$122K -421 -7%
BSG
2940
Black Swift Group
Colorado
$1.66M -$5.51K -19 -0.3%
BW
2941
BXM Wealth
Colorado
$1.66M -$62K -214 -4%
MHR
2942
Matthew Hamilton Rosenberg
$1.66M -$65.8K -227 -4%
GAM
2943
Gould Asset Management
California
$1.65M -$88.1K -304 -5%
PJWM
2944
Philip James Wealth Mangement
Georgia
$1.65M -$118K -408 -7%
VIA
2945
Virtus Investment Advisers
Connecticut
$1.65M +$109K +375 +7%
WA
2946
WealthTrust Axiom
Pennsylvania
$1.65M – – –
RCM
2947
RMR Capital Management
California
$1.65M -$870K -3,002 -35%
LJHT
2948
Laurie J. Hall Trustee
$1.64M -$7.25K -25 -0.4%
EAM
2949
Evanson Asset Management
California
$1.64M +$365K +1,259 +29%
SWM
2950
Sendero Wealth Management
Texas
$1.64M +$16.5K +57 +1%
116 117
118
119 120