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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 %
CNTOF
3026
Canandaigua National Trust of Florida
New York
$1.53M -$8.7K -30 -0.6%
HWM
3027
Horizon Wealth Management
Illinois
$1.52M -$52.8K -182 -3%
SOW
3028
State of Wyoming
Wyoming
$1.52M -$42.3K -146 -3%
HA
3029
Hofer & Associates
California
$1.52M +$19.1K +66 +1%
AMCA
3030
Arthur M. Cohen & Associates
Illinois
$1.52M +$145K +500 +11%
FPL
3031
Fortress Private Ledger
North Carolina
$1.51M +$28.1K +97 +2%
KL
3032
KilterHowling LLC
Colorado
$1.51M -$4.35K -15 -0.3%
APWA
3033
Atlas Private Wealth Advisors
New Jersey
$1.51M +$24.4K +84 +2%
PGA
3034
Portland Global Advisors
Maine
$1.51M +$384K +1,326 +34%
PCM
3035
Park Capital Management
Wisconsin
$1.51M -$155K -536 -9%
CSI
3036
Cross Staff Investments
New York
$1.5M +$290 +1 +0%
CA
3037
Centerpoint Advisors
Massachusetts
$1.5M +$9.28K +32 +0.6%
FWI
3038
Facet Wealth Inc
Maryland
$1.5M +$453K +1,529 +43%
DG
3039
DMC Group
Alabama
$1.5M -$241K -832 -14%
EWS
3040
Evergreen Wealth Solutions
Pennsylvania
$1.5M -$92.5K -319 -6%
NCM
3041
Next Capital Management
New York
$1.49M +$1.04M +6,734 +231%
LA
3042
Latitude Advisors
Florida
$1.49M -$14.5K -50 -1%
SI
3043
Seeds Investor
New York
$1.49M +$76.2K +263 +5%
GAA
3044
Guardian Asset Advisors
Pennsylvania
$1.49M +$71.3K +246 +5%
SCM
3045
Sterneck Capital Management
Missouri
$1.49M -$35.7K -123 -2%
LWM
3046
Lionsbridge Wealth Management
Florida
$1.49M -$26.1K -90 -2%
EL
3047
EWA LLC
Pennsylvania
$1.49M +$139K +481 +10%
BFWA
3048
Benchmark Financial Wealth Advisors
Florida
$1.48M +$283K +977 +24%
PW
3049
Pandora Wealth
Illinois
$1.48M -$21.5K -74 -1%
BFM
3050
Boothbay Fund Management
New York
$1.48M +$669K +2,306 +83%
120 121
122
123 124