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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 %
MCM
3151
Mattern Capital Management
Colorado
$1.3M +$312K +1,076 +32%
WFA
3152
Wellspring Financial Advisors
Ohio
$1.29M +$91.8K +317 +8%
ATS
3153
Ashton Thomas Securities
New York
$1.29M -$85K -293 -6%
ABLA
3154
Alan B. Lancz & Associates
Ohio
$1.29M – – –
CWM
3155
Challenger Wealth Management
California
$1.29M -$2.61K -9 -0.2%
PA
3156
Probity Advisors
Texas
$1.29M -$223K -770 -15%
NWA
3157
New World Advisors
Massachusetts
$1.29M +$611K +2,109 +90%
BSTWA
3158
Blake Schutter Theil Wealth Advisors
Ohio
$1.29M -$290 -1 -0%
RCM
3159
Requisite Capital Management
Texas
$1.29M +$64.7K +223 +5%
TA
3160
TPG Advisors
Illinois
$1.28M +$870 +3 +0.1%
WA
3161
Wealthstream Advisors
New York
$1.28M +$45.5K +157 +4%
EBSAM
3162
Eubel Brady & Suttman Asset Management
Ohio
$1.28M -$63.2K -218 -5%
LGG
3163
Luts & Greenleigh Group
Maryland
$1.28M +$26.1K +90 +2%
FNC
3164
First National Corp
Massachusetts
$1.28M -$8.12K -28 -0.6%
BDA
3165
Borer Denton & Associates
Pennsylvania
$1.28M – – –
HWM
3166
Hassell Wealth Management
Louisiana
$1.28M +$297 +1 +0%
FC
3167
FCA Corp
Texas
$1.28M +$2.61K +9 +0.2%
BA
3168
BCM Advisors
Louisiana
$1.28M -$536K -1,806 -30%
SCM
3169
SKBA Capital Management
California
$1.27M -$78.3K -270 -6%
CCA
3170
Clearwater Capital Advisors
Illinois
$1.27M -$4.64K -16 -0.4%
OA
3171
Operose Advisors
Wisconsin
$1.27M +$303K +1,045 +31%
CFLC
3172
California First Leasing Corp
California
$1.27M – – –
TCM
3173
Towercrest Capital Management
Pennsylvania
$1.27M -$117K -402 -8%
4WM
3174
49 Wealth Management
Texas
$1.27M -$313K -1,078 -20%
NNPTE
3175
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.27M +$1.07M +3,679 +528%
125 126
127
128 129