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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
62.18%
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 %
MHC
2976
May Hill Capital
Massachusetts
$1.6M +$107K +370 +7%
NPFS
2977
Novak & Powell Financial Services
Florida
$1.6M -$81.2K -280 -5%
PWAC
2978
Private Wealth Advisors (California)
California
$1.6M +$2.61K +9 +0.2%
FPGK
2979
Financial Partners Group (Kansas)
Kansas
$1.6M +$20K +69 +1%
BF
2980
Baring Financial
Washington
$1.6M -$12.2K -42 -0.8%
CPA
2981
Cardiff Park Advisors
California
$1.6M +$1.16K +4 +0.1%
CG
2982
Clifford Group
Massachusetts
$1.6M -$65.2K -225 -4%
PCA
2983
Prosperity Capital Advisors
Ohio
$1.6M +$184K +633 +13%
CG
2984
Clarus Group
Texas
$1.6M -$23.8K -82 -1%
CAIMH
2985
Central Asset Investments & Management Holdings
Hong Kong
$1.59M +$1.59M +5,498 New
FB
2986
First Bancorp
Maine
$1.59M +$117K +402 +8%
LPAM
2987
Lodestar Private Asset Management
California
$1.59M +$290 +1 +0%
CCP
2988
Cassia Capital Partners
North Carolina
$1.59M +$2.9K +10 +0.2%
ONGA
2989
O'Neil Global Advisors
California
$1.59M +$1.59M +5,484 New
AC
2990
Allstate Corporation
Illinois
$1.59M -$27.2M -93,884 -94%
PW
2991
PUREfi Wealth
Massachusetts
$1.59M +$185K +638 +13%
SPWM
2992
Spartan Planning & Wealth Management
North Carolina
$1.58M -$23.8K -82 -1%
SIC
2993
Sage Investment Counsel
Tennessee
$1.58M – – –
CWM
2994
Centurion Wealth Management
Virginia
$1.58M -$15.9K -55 -1%
AHL
2995
Abel Hall LLC
Louisiana
$1.58M +$450K +1,551 +40%
CCA
2996
Cravens & Co Advisors
Tennessee
$1.57M +$580 +2 +0%
DM
2997
Delphi Management
Massachusetts
$1.57M -$82K -283 -5%
ES
2998
Eagle Strategies
New York
$1.57M -$10.1K -35 -0.6%
MWP
2999
Meridian Wealth Partners
Pennsylvania
$1.57M +$646K +2,229 +70%
LFS
3000
Legacy Financial Strategies
Kansas
$1.57M +$567K +1,957 +57%
118 119
120
121 122