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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 %
SGWM
3251
Sterling Group Wealth Management
California
$1.16M +$580 +2 +0.1%
MAG
3252
M3 Advisory Group
Massachusetts
$1.15M +$70.2K +242 +6%
FFG
3253
Fiduciary Financial Group
California
$1.15M +$45.3K +156 +4%
TCM
3254
Tributary Capital Management
Nebraska
$1.15M -$14.5K -50 -1%
TFGT
3255
TS Financial Group (TSFG)
Illinois
$1.15M +$20K +69 +2%
AT
3256
Avalon Trust
New Mexico
$1.15M -$121K -419 -10%
NRI
3257
NFP Retirement Inc
California
$1.15M -$81.7K -282 -7%
GF
3258
GGM Financials
Ohio
$1.15M +$4.35K +15 +0.4%
AFW
3259
Avantra Family Wealth
Pennsylvania
$1.15M +$18.3K +63 +2%
ODIJL
3260
One Day In July LLC
Vermont
$1.15M +$247K +853 +28%
NP
3261
Ninepoint Partners
Ontario, Canada
$1.14M +$25.5K +88 +2%
TSS
3262
Thomas Story & Son
Indiana
$1.14M – – –
RTC
3263
Riverview Trust Company
Washington
$1.14M -$1.14M -3,922 -50%
BOM
3264
Bank of Marin
California
$1.14M -$52.8K -182 -4%
WA1
3265
Wimmer Associates 1
California
$1.14M – – –
HCP
3266
Hardin Capital Partners
South Carolina
$1.14M -$57.5K -198 -5%
TIM
3267
Total Investment Management
Arizona
$1.14M -$2.32K -8 -0.2%
WSWA
3268
Warren Street Wealth Advisors
California
$1.14M -$6.96K -24 -0.6%
EA
3269
Emerald Advisors
Washington
$1.13M +$34.8K +120 +3%
SIM
3270
Seaview Investment Managers
Florida
$1.13M +$216K +745 +24%
BW
3271
Balance Wealth
Ohio
$1.13M +$7.54K +26 +0.7%
MSWMA
3272
Market Street Wealth Management Advisors
Indiana
$1.13M +$170K +587 +18%
CWA
3273
Consilio Wealth Advisors
Washington
$1.13M +$58.3K +203 +5%
CIS
3274
Custom Index Systems
New York
$1.13M -$7.54K -26 -0.7%
CWA
3275
CJM Wealth Advisers
Virginia
$1.13M +$580 +2 +0.1%
129 130
131
132 133