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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 %
ECA
3126
Elevated Capital Advisors
Utah
$1.34M – – –
HC
3127
Hara Capital
Washington
$1.34M -$170K -585 -11%
MC
3128
Matisse Capital
Oregon
$1.34M – – –
PIM
3129
Profit Investment Management
Maryland
$1.34M -$53.3K -184 -4%
BP
3130
BWM Planning
Texas
$1.34M +$66.4K +229 +5%
KBFS
3131
Kohmann Bosshard Financial Services
Ohio
$1.34M +$1.45K +5 +0.1%
NWA
3132
Navis Wealth Advisors
New York
$1.34M -$13.3K -46 -1%
CFA
3133
CWS Financial Advisors
Michigan
$1.33M -$77.1K -266 -5%
WA
3134
Westfuller Advisors
New York
$1.33M +$37.1K +128 +3%
FSC
3135
Full Sail Capital
Oklahoma
$1.32M -$194K -669 -13%
WF
3136
Wayfinding Financial
Washington
$1.32M -$95.3K -324 -7%
KW
3137
Keyvantage Wealth
Pennsylvania
$1.32M -$27.8K -96 -2%
CWP
3138
Curated Wealth Partners
California
$1.32M – – –
IWA
3139
Inspirion Wealth Advisors
Illinois
$1.32M +$34.5K +119 +3%
GAM
3140
Gemmer Asset Management
California
$1.31M +$69.9K +241 +6%
S
3141
Sachetta
Massachusetts
$1.31M -$123K -425 -9%
HFA
3142
Highland Financial Advisors
New Jersey
$1.31M – – –
RFP
3143
Root Financial Partners
California
$1.31M +$447K +1,541 +52%
MFG
3144
Mainsail Financial Group
Washington
$1.31M -$1.15K -4 -0.1%
ONST
3145
Old North State Trust
North Carolina
$1.31M +$85.8K +296 +7%
SXL
3146
Summit X LLC
Missouri
$1.3M -$69.6K -240 -5%
T
3147
Transce3nd
Texas
$1.3M +$210K +724 +19%
GOCP
3148
Great Oak Capital Partners
Massachusetts
$1.3M +$13.2K +46 +1%
OPTFSNA
3149
Old Point Trust & Financial Services N A
Virginia
$1.3M -$25.8K -89 -2%
SPWG
3150
Sage Private Wealth Group
Illinois
$1.3M -$21.2K -73 -2%
124 125
126
127 128