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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 %
PHIC
3276
Pine Haven Investment Counsel
Massachusetts
$1.13M -$42.3K -146 -4%
HPM
3277
Hoxton Planning & Management
West Virginia
$1.12M +$870 +3 +0.1%
ML
3278
Mayport LLC
Massachusetts
$1.12M +$10.4K +36 +0.9%
NWM
3279
Nova Wealth Management
Florida
$1.12M -$253K -872 -18%
LCM
3280
LCM Capital Management
Illinois
$1.12M +$10.4K +36 +0.9%
GCM
3281
Goldstream Capital Management
Hong Kong
$1.11M – – –
CCA
3282
Cottonwood Capital Advisors
Utah
$1.11M +$10.1K +35 +0.9%
CC
3283
Cultivar Capital
Texas
$1.11M +$473K +1,632 +74%
OWA
3284
Opal Wealth Advisors
New York
$1.11M +$119K +410 +12%
AWM
3285
Accredited Wealth Management
Kentucky
$1.11M -$87K -300 -7%
PPA
3286
Pacific Point Advisors
California
$1.11M – – –
FRM
3287
Fox Run Management
Connecticut
$1.1M -$458K -1,579 -29%
ACM
3288
Advance Capital Management
Michigan
$1.1M -$15.1K -52 -1%
IAP
3289
Indie Asset Partners
Indiana
$1.1M -$146K -504 -12%
CAG
3290
Curtis Advisory Group
California
$1.1M +$580K +2,000 +111%
LGWM
3291
Litman Gregory Wealth Management
California
$1.1M +$507K +1,750 +86%
HB
3292
Horizon Bancorp
Indiana
$1.1M +$374K +1,290 +52%
FFM
3293
Flagstone Financial Management
Nebraska
$1.1M – – –
AWS
3294
Arkfeld Wealth Strategies
Nebraska
$1.09M +$4.96K +17 +0.5%
DEM
3295
Disciplined Equity Management
Florida
$1.09M – – –
BDLIB
3296
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.09M – – –
GCM
3297
Galibier Capital Management
Ontario, Canada
$1.09M – – –
PC
3298
Port Capital
Illinois
$1.09M -$101K -350 -9%
WPW
3299
Watershed Private Wealth
Illinois
$1.08M -$26.1K -90 -2%
RG
3300
Renaissance Group
Kentucky
$1.08M -$221K -761 -17%
130 131
132
133 134