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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 %
FPW
3001
Fairvoy Private Wealth
Alabama
$1.56M +$196K +676 +14%
TA
3002
Tectonic Advisors
Texas
$1.56M +$25.5K +88 +2%
LAI
3003
Legal Advantage Investments
California
$1.56M -$65.2K -225 -4%
PGF
3004
Plan Group Financial
Oklahoma
$1.56M +$136K +470 +10%
WB
3005
West Bancorporation
Iowa
$1.56M -$7.25K -25 -0.5%
SFB
3006
STAR Financial Bank
Indiana
$1.56M -$63.8K -220 -4%
PAS
3007
PKS Advisory Services
New York
$1.56M +$43.2K +149 +3%
PWM
3008
Proathlete Wealth Management
Florida
$1.55M +$14K +48 +0.9%
GSIAS
3009
Garden State Investment Advisory Services
New Jersey
$1.55M +$205K +706 +15%
GSAM
3010
Grant Street Asset Management
Pennsylvania
$1.55M – – –
MWM
3011
MinichMacGregor Wealth Management
New York
$1.55M -$315K -1,086 -17%
HFA
3012
Hutchinson Financial Advisors
Virginia
$1.55M +$1.55M +5,351 New
GL
3013
Gerber LLC
Ohio
$1.55M +$15.9K +55 +1%
OFS
3014
Oldfather Financial Services
Nebraska
$1.55M +$2.32K +8 +0.1%
FWA
3015
FORM Wealth Advisors
Wisconsin
$1.55M +$66.1K +228 +4%
CAM
3016
Costello Asset Management
Pennsylvania
$1.55M -$331K -1,141 -18%
BW
3017
BIP Wealth
Georgia
$1.54M +$190K +655 +14%
LRWM
3018
Lord & Richards Wealth Management
Colorado
$1.54M +$100K +346 +7%
SAM
3019
Secure Asset Management
Michigan
$1.54M +$375K +1,294 +32%
JCM
3020
Jacobsen Capital Management
Utah
$1.54M +$106K +365 +7%
KIG
3021
Kennedy Investment Group
New Jersey
$1.54M +$8.41K +29 +0.5%
CAM
3022
Councilmark Asset Management
Tennessee
$1.53M – – –
AAM
3023
AMI Asset Management
California
$1.53M -$845K -2,913 -36%
MWP
3024
Madison Wealth Partners
Wisconsin
$1.53M -$634K -2,187 -29%
LAS
3025
LWM Advisory Services
Florida
$1.53M -$59.4K -205 -4%
119 120
121
122 123