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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 %
TC
3226
TwinBeech Capital
New York
$1.19M -$14.9M -51,505 -93%
DWS
3227
Discipline Wealth Solutions
South Carolina
$1.19M – – –
DIA
3228
Davidson Investment Advisors
Montana
$1.19M +$25.2K +87 +2%
PA
3229
PSI Advisors
Florida
$1.18M -$60K -207 -5%
CWA
3230
CM Wealth Advisors
Ohio
$1.18M -$158K -546 -12%
DPI
3231
Diversified Portfolios Inc
Michigan
$1.18M +$119K +409 +11%
TIM
3232
Tikehau Investment Management
France
$1.18M -$1.18M -4,070 -50%
NFP
3233
Narus Financial Partners
Utah
$1.18M +$1.74K +6 +0.1%
WG
3234
Wealth Group
North Carolina
$1.18M -$927K -3,197 -44%
SC
3235
Sykon Capital
New York
$1.17M +$49K +169 +4%
GWAG
3236
Garrett Wealth Advisory Group
Texas
$1.17M +$19.7K +68 +2%
MWS
3237
MFA Wealth Services
California
$1.17M +$35.7K +123 +3%
HFS
3238
Hopwood Financial Services
Virginia
$1.17M -$35.9K -124 -3%
VCP
3239
Vista Capital Partners
Oregon
$1.17M +$118K +407 +11%
KWM
3240
Kingsman Wealth Management
Florida
$1.17M -$338K -1,165 -22%
DAM
3241
Doheny Asset Management
California
$1.17M – – –
EI
3242
Ecofi Investissements
France
$1.16M -$144K -500 -11%
THL
3243
Tillman Hartley LLC
Colorado
$1.16M +$66.7K +230 +6%
GG
3244
GenWealth Group
New Jersey
$1.16M +$137K +474 +13%
WDA
3245
Wendell David Associates
New Hampshire
$1.16M – – –
SIAG
3246
Safeguard Investment Advisory Group
California
$1.16M -$74.2K -256 -6%
NIA
3247
NBZ Investment Advisors
Tennessee
$1.16M -$187K -645 -14%
SDAM
3248
Shulman DeMeo Asset Management
New York
$1.16M -$147K -506 -11%
HG
3249
Harbor Group
New Hampshire
$1.16M +$580 +2 +0.1%
ACM
3250
Ardent Capital Management
Ohio
$1.16M – – –
128 129
130
131 132