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JPMorgan Chase
JPM

Overview Fund Activity

4,637 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 1,983 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,637
Holders Change
+44
Holders Change %
+0.96%
% of All Funds
62.17%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.49%
New
244
Increased
1,983
Reduced
1,964
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 %
TRSOTSOK
301
Teachers Retirement System of the State of Kentucky
Kentucky
$133M -$820K -2,829 -0.6%
Man Group
302
Man Group
United Kingdom
$132M +$7.85M +27,072 +6%
UIM
303
USS Investment Management
United Kingdom
$130M -$811K -2,798 -0.6%
MT
304
Midwest Trust
Kansas
$129M +$129M +445,383 New
VPIM
305
Vanguard Personalized Indexing Management
California
$128M +$22.4M +77,378 +21%
MCM
306
MAI Capital Management
Ohio
$128M +$3.76M +12,956 +3%
BCIM
307
British Columbia Investment Management
British Columbia, Canada
$128M -$28.4M -97,898 -18%
AIM
308
Achmea Investment Management
Netherlands
$128M +$19.8M +68,261 +18%
PA
309
Pinnacle Associates
New York
$127M -$1.55M -5,344 -1%
FAF
310
Fjarde Ap-fonden
Sweden
$127M +$21.3M +73,400 +20%
SCA
311
STALEY CAPITAL ADVISERS
Pennsylvania
$127M -$1.92M -6,631 -1%
NW
312
NewEdge Wealth
Pennsylvania
$126M +$4.62M +16,101 +4%
Connor, Clark & Lunn Investment Management (CC&L)
313
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$126M +$17.9M +61,706 +17%
Mirae Asset Global ETFs Holdings
314
Mirae Asset Global ETFs Holdings
Hong Kong
$125M +$30.6M +105,703 +32%
RWP
315
RWA Wealth Partners
Massachusetts
$125M +$1.06M +3,659 +0.9%
AWM
316
AE Wealth Management
Kansas
$124M +$8.94M +30,821 +8%
X
317
Xponance
Pennsylvania
$124M +$3.04M +10,498 +3%
MNA
318
Manning & Napier Advisors
New York
$123M +$31.4M +108,215 +34%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$123M -$393K -1,357 -0.3%
UB
320
UMB Bank
Missouri
$123M -$3.28M -11,300 -3%
ACM
321
Advisors Capital Management
New Jersey
$123M -$6.29M -21,688 -5%
PFSRSONJ
322
Police & Firemen's Retirement System of New Jersey
New Jersey
$122M +$3.72M +12,845 +3%
EB
323
Eastern Bank
Massachusetts
$122M -$1.4M -4,839 -1%
CRC
324
Curi RMB Capital
Illinois
$121M +$14.1M +48,806 +13%
BS
325
Banco Santander
Spain
$120M +$14.6M +50,404 +14%
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