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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 %
V
3051
ViaWealth
Kansas
$1.48M +$31.3K +108 +2%
JF
3052
Jump Financial
Illinois
$1.48M +$1.48M +5,088 New
WRPWM
3053
Werba Rubin Papier Wealth Management
California
$1.47M +$170K +586 +13%
EBA
3054
Eagle Bay Advisors
New York
$1.47M -$36K -124 -2%
RFS
3055
Richardson Financial Services
Massachusetts
$1.47M +$39.2K +135 +3%
WAM
3056
Weinberger Asset Management
California
$1.47M +$71.9K +248 +5%
CF
3057
Copperwynd Financial
Arizona
$1.47M +$18.6K +64 +1%
TC
3058
Truvestments Capital
Florida
$1.46M -$87.6K -302 -6%
CA
3059
Cambridge Advisors
Nebraska
$1.46M -$145K -500 -9%
BAM
3060
Beaumont Asset Management
Texas
$1.46M -$4.06K -14 -0.3%
AWM
3061
Activest Wealth Management
Florida
$1.46M -$29.6K -102 -2%
RRA
3062
Round Rock Advisors
Connecticut
$1.45M +$386K +1,331 +36%
PW
3063
Paladin Wealth
Minnesota
$1.45M +$6.09K +21 +0.4%
JSAM
3064
J. Safra Asset Management
New York
$1.45M +$61.2K +213 +4%
APW
3065
Aurora Private Wealth
New Jersey
$1.45M +$28.7K +99 +2%
IAG
3066
Ipsen Advisor Group
Arkansas
$1.45M +$720K +2,482 +99%
GA
3067
Greenhaven Associates
New York
$1.45M – – –
HP
3068
Holowesko Partners
Bahamas
$1.45M – – –
JC
3069
JBF Capital
Colorado
$1.45M – – –
IA
3070
Insight Advisors
Pennsylvania
$1.45M +$11.9K +41 +0.8%
ML
3071
McAdam LLC
Pennsylvania
$1.45M +$17.1K +59 +1%
GC
3072
Garde Capital
Washington
$1.45M -$10.1K -35 -0.7%
WAM
3073
Wallington Asset Management
Indiana
$1.45M +$18.6K +64 +1%
WH
3074
Willner & Heller
California
$1.45M -$13.3K -46 -0.9%
SC
3075
Steph & Co
Wisconsin
$1.44M -$22.6K -78 -2%
121 122
123
124 125