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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 %
VAMG
3101
Voisard Asset Management Group
Michigan
$1.4M +$24.4K +84 +2%
KWM
3102
Keebeck Wealth Management
Illinois
$1.4M +$188K +649 +16%
MCM
3103
McDonough Capital Management
Florida
$1.4M +$138K +476 +11%
MAG
3104
MRA Advisory Group
New Jersey
$1.4M +$437K +1,507 +45%
PPW
3105
Pasadena Private Wealth
California
$1.4M +$6.09K +21 +0.4%
AAG
3106
Armstrong Advisory Group
Massachusetts
$1.39M +$47.3K +163 +4%
SPP
3107
Single Point Partners
Massachusetts
$1.39M -$39.4K -136 -3%
HSG
3108
Helen Stephens Group
Texas
$1.39M +$59.4K +205 +4%
RWI
3109
Red Wave Investments
Pennsylvania
$1.39M +$5.22K +18 +0.4%
LIM
3110
Longfellow Investment Management
Massachusetts
$1.39M -$318K -1,097 -19%
NED
3111
Nancy E. Dempze
$1.38M -$66.7K -230 -5%
WJA
3112
Willis Johnson & Associates
Texas
$1.38M +$476K +1,641 +53%
WWM
3113
Wagner Wealth Management
South Carolina
$1.37M +$15.9K +55 +1%
EA
3114
Enclave Advisors
Texas
$1.37M -$6.38K -22 -0.5%
RW
3115
RVW Wealth
California
$1.37M +$211K +727 +18%
RPCONE
3116
Retirement Planning Company of New England
Rhode Island
$1.36M +$15.7K +54 +1%
FP
3117
Fiduciary Planning
Florida
$1.36M -$16.2K -56 -1%
LRIA
3118
Leonard Rickey Investment Advisors
Washington
$1.36M -$18.8K -65 -1%
MF
3119
Manchester Financial
California
$1.36M +$482K +1,661 +55%
BFAG
3120
Blackston Financial Advisory Group
Florida
$1.36M +$290 +1 +0%
GSF
3121
Grove Street Fiduciary
New Hampshire
$1.35M – – –
DWG
3122
Darden Wealth Group
Michigan
$1.35M -$60.9K -210 -4%
SM
3123
Salzhauer Michael
$1.35M -$145K -500 -10%
CAM
3124
Campion Asset Management
Virginia
$1.35M -$53.3K -184 -4%
BSHC
3125
Breed's Hill Capital
Massachusetts
$1.35M +$10.1K +35 +0.8%
123 124
125
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