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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 %
AWMG
3176
Alliance Wealth Management Group
New Jersey
$1.26M -$117K -402 -8%
BC
3177
BIT Capital
Germany
$1.26M +$110K +381 +10%
SWP
3178
Summit Wealth Partners
Florida
$1.26M -$92.8K -320 -7%
FFL
3179
Future Fund LLC
Illinois
$1.26M +$117K +403 +10%
CWG
3180
Crown Wealth Group
North Carolina
$1.25M +$1.45K +5 +0.1%
LCG
3181
Lakeshore Capital Group
Illinois
$1.25M -$139K -481 -10%
ACM
3182
Aspen Capital Management
Idaho
$1.25M +$10.4K +36 +0.8%
MWM
3183
Maridea Wealth Management
New York
$1.25M +$1.25M +4,300 New
VFG
3184
Victory Financial Group
Texas
$1.24M +$301K +1,037 +32%
ARC
3185
Advisor Resource Council
Texas
$1.24M -$8.94M -30,823 -88%
SWM
3186
Silverlake Wealth Management
Vermont
$1.24M +$488K +1,682 +65%
BCG
3187
Bravias Capital Group
New Jersey
$1.24M +$245K +846 +25%
WA
3188
Wambolt & Associates
Colorado
$1.24M -$56.3K -194 -4%
WCFA
3189
Walkner Condon Financial Advisors
Wisconsin
$1.24M +$238K +820 +24%
DBRC
3190
D.B. Root & Company
Pennsylvania
$1.24M +$287K +990 +30%
SHFP
3191
Second Half Financial Partners
Florida
$1.24M -$98K -338 -7%
PCM
3192
Poehling Capital Management
Wisconsin
$1.23M -$4.42M -15,235 -78%
NVIM
3193
New Vernon Investment Management
Illinois
$1.23M – – –
ACA
3194
Affinity Capital Advisors
California
$1.23M -$12.2K -42 -1%
RMCM
3195
Reynders McVeigh Capital Management
Massachusetts
$1.23M -$598K -2,063 -33%
GCM
3196
Gibraltar Capital Management
Oklahoma
$1.23M -$354K -1,222 -22%
FDW
3197
Fourth Dimension Wealth
Ohio
$1.23M +$686K +2,367 +127%
GA
3198
GSG Advisors
New Jersey
$1.22M +$53.6K +185 +5%
RHDIC
3199
R.H. Dinel Investment Counsel
California
$1.22M – – –
CCP
3200
Carmel Capital Partners
California
$1.22M +$188K +648 +18%
126 127
128
129 130