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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 %
SFWC
2951
Strategic Family Wealth Counselors
New Jersey
$1.64M +$17.7K +61 +1%
CCA
2952
Carrera Capital Advisors
Michigan
$1.64M -$53.1K -183 -3%
BWA
2953
Brave Warrior Advisors
New York
$1.64M – – –
B
2954
Barings
North Carolina
$1.64M +$1.2M +4,132 +273%
IPW
2955
Impact Partnership Wealth
Georgia
$1.63M +$1.63M +5,636 New
USWIA
2956
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.63M +$210K +726 +15%
CTFG
2957
Capstone Triton Financial Group
Oklahoma
$1.63M +$1.63M +5,621 New
GWP
2958
Gateway Wealth Partners
Wisconsin
$1.63M +$82.6K +285 +5%
SMWM
2959
Silvia McColl Wealth Management
California
$1.63M -$23.2K -80 -1%
CGFA
2960
Colton Groome Financial Advisors
North Carolina
$1.62M +$31K +107 +2%
AG
2961
AmeriFlex Group
Nevada
$1.62M -$543K -1,879 -25%
A
2962
AlphaQuest
New York
$1.62M -$11K -38 -0.7%
AIP
2963
Almanack Investment Partners
Pennsylvania
$1.62M +$163K +563 +11%
HS
2964
Horan Securities
United States
$1.61M +$213K +735 +15%
WMWM
2965
Wilkins Miller Wealth Management
Alabama
$1.61M -$48.7K -168 -3%
CAM
2966
Creekmur Asset Management
Illinois
$1.61M +$490K +1,690 +44%
FC
2967
Financial Council
Maryland
$1.61M – – –
YIM
2968
Yoffe Investment Management
Pennsylvania
$1.61M +$2.03K +7 +0.1%
CC
2969
Copperleaf Capital
North Carolina
$1.61M +$192K +664 +14%
BWA
2970
Burt Wealth Advisors
Maryland
$1.61M – – –
OLA
2971
Oliver Luxxe Assets
New Jersey
$1.61M +$40.3K +139 +3%
LGA
2972
Lebenthal Global Advisors
New York
$1.61M -$1.83M -6,301 -53%
CastleKeep Investment Advisors
2973
CastleKeep Investment Advisors
Connecticut
$1.61M +$244K +840 +18%
NG
2974
Northstar Group
New York
$1.61M +$39.4K +136 +3%
ATFA
2975
All Terrain Financial Advisors
Minnesota
$1.6M +$3.19K +11 +0.2%
117 118
119
120 121