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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 %
OPW
3076
Oxler Private Wealth
New York
$1.44M +$1.74K +6 +0.1%
MG
3077
McHugh Group
Ohio
$1.44M – – –
EIA
3078
Eldridge Investment Advisors
New Hampshire
$1.44M +$145K +500 +11%
BIMC
3079
Benson Investment Management Company
Virginia
$1.44M – – –
NMG
3080
New Millennium Group
Utah
$1.43M +$1.26M +4,359 +741%
SL
3081
Salomon & Ludwin
Virginia
$1.43M -$31K -106 -2%
WC
3082
Westhampton Capital
North Carolina
$1.43M -$11.6K -40 -0.8%
LWM
3083
Liberty Wealth Management
California
$1.43M +$1.43M +4,930 New
SPL
3084
Smart Portfolios LLC
Washington
$1.43M -$7.25K -25 -0.5%
STA
3085
Smith Thornton Advisors
Alabama
$1.42M +$3.77K +13 +0.3%
SIG
3086
Spinnaker Investment Group
California
$1.42M -$62K -214 -4%
ECM
3087
Elgethun Capital Management
South Dakota
$1.42M -$4.64K -16 -0.3%
SWM
3088
Shelton Wealth Management
Texas
$1.42M +$46.7K +161 +3%
THCM
3089
Taylor Hoffman Capital Management
Virginia
$1.42M +$9.86K +34 +0.7%
CFD
3090
Creative Financial Designs
Indiana
$1.42M -$9.28K -32 -0.6%
WAM
3091
WNY Asset Management
New York
$1.42M +$161K +555 +13%
RF
3092
Rossby Financial
Florida
$1.42M +$218K +752 +18%
PAA
3093
Peregrine Asset Advisers
Oregon
$1.42M -$49.9K -172 -3%
TF
3094
Trek Financial
Arizona
$1.42M +$35.4K +122 +3%
PA
3095
PFW Advisors
Georgia
$1.42M -$40.9K -141 -3%
SSCM
3096
Spectrum Strategic Capital Management
Oregon
$1.41M +$1.14M +3,945 +423%
HIG
3097
Heritage Investment Group
Florida
$1.41M -$68.4K -236 -5%
TA
3098
TrueWealth Advisors
Alabama
$1.41M -$14.8K -51 -1%
HCM
3099
Hutchinson Capital Management
California
$1.41M – – –
PC
3100
PhiloSmith Capital
Connecticut
$1.41M – – –
122 123
124
125 126