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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 %
AWAP
3201
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.22M -$106K -365 -8%
AWM
3202
Ariadne Wealth Management
California
$1.22M +$147K +505 +14%
TIM
3203
Tevis Investment Management
Texas
$1.22M -$2.61K -9 -0.2%
RGC
3204
Roberts, Glore & Co
Illinois
$1.22M -$18.6K -64 -2%
TFG
3205
Taylor Financial Group
Virginia
$1.22M – – –
HA
3206
Helium Advisors
Washington
$1.21M +$20.9K +72 +2%
LK
3207
Lumbard & Kellner
New Hampshire
$1.21M – – –
DMBA
3208
Deseret Mutual Benefit Administrators
Utah
$1.21M – – –
BFF
3209
Byrne Financial Freedom
Massachusetts
$1.21M -$24.6K -85 -2%
LC
3210
Landaas & Company
Wisconsin
$1.21M +$1.16K +4 +0.1%
SAM
3211
S.A. Mason
Michigan
$1.21M -$1.74K -6 -0.1%
BA
3212
Bluesphere Advisors
Pennsylvania
$1.2M -$19.1K -66 -2%
MIM
3213
Merrion Investment Management
New Jersey
$1.2M -$94.2K -325 -7%
MWM
3214
Maripau Wealth Management
Indiana
$1.2M -$200K -692 -14%
TFCP
3215
Twin Focus Capital Partners
Massachusetts
$1.2M – – –
CMAI
3216
Capital Management Associates Inc
Minnesota
$1.19M +$50.4K +174 +4%
CSWG
3217
Cardinal Strategic Wealth Guidance
Kentucky
$1.19M -$4.35K -15 -0.4%
IAG
3218
Investment Advisory Group
Massachusetts
$1.19M -$165K -569 -12%
PAWA
3219
Palo Alto Wealth Advisors
California
$1.19M +$19.7K +68 +2%
AC
3220
ASB Consultores
Florida
$1.19M +$135K +467 +13%
KWM
3221
Kaydan Wealth Management
Michigan
$1.19M +$6.67K +23 +0.6%
GA
3222
Goldstein Advisors
Wisconsin
$1.19M -$3.48K -12 -0.3%
RIS
3223
Retirement Income Solutions
Michigan
$1.19M -$27.5K -95 -2%
DWP
3224
Destiny Wealth Partners
Florida
$1.19M +$595K +2,052 +100%
PWP
3225
Prasad Wealth Partners
Ohio
$1.19M +$694K +2,395 +141%
127 128
129
130 131