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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 %
TWM
3301
Tripletail Wealth Management
Florida
$1.08M +$1.08M +3,731 New
HWM
3302
Howard Wealth Management
Connecticut
$1.08M -$9.57K -33 -0.9%
HAS
3303
Holland Advisory Services
Florida
$1.08M +$580 +2 +0.1%
VBA
3304
von Borstel & Associates
Oregon
$1.08M +$9.7K +33 +0.9%
NI
3305
NCP Inc
California
$1.08M +$22K +76 +2%
KA
3306
KDT Advisors
New York
$1.08M – – –
MAG
3307
Mayfair Advisory Group
Alabama
$1.07M -$6.06K -21 -0.6%
PSCM
3308
Per Stirling Capital Management
Texas
$1.07M +$1.45K +5 +0.1%
HWP
3309
Hibernia Wealth Partners
Louisiana
$1.07M +$766K +2,642 +250%
DWA
3310
Dougherty Wealth Advisers
Minnesota
$1.07M – – –
EI
3311
Ellevest Inc
New York
$1.07M -$54.5K -188 -5%
CSI
3312
Clark & Stuart Inc
Maine
$1.07M +$1.07M +3,689 New
I
3313
InceptionR
California
$1.07M +$1.07M +3,688 New
IWP
3314
Invenio Wealth Partners
Florida
$1.07M +$30.4K +105 +3%
SPI
3315
Santori & Peters Inc
Pennsylvania
$1.07M +$2.9K +10 +0.3%
SWP
3316
Semus Wealth Partners
Florida
$1.07M +$5.51K +19 +0.5%
1W
3317
1776 Wealth
Georgia
$1.07M +$7.25K +25 +0.7%
NC
3318
North Capital
Utah
$1.07M +$3.19K +11 +0.3%
PCI
3319
Planning Center Inc
Illinois
$1.07M -$274K -946 -20%
RA
3320
Rise Advisors
New York
$1.06M +$61.2K +211 +6%
RA
3321
Rational Advisors
New York
$1.06M +$256K +883 +32%
WCP
3322
Wealthcare Capital Partners
Pennsylvania
$1.06M +$50.4K +174 +5%
BBPWM
3323
Blue Bell Private Wealth Management
Pennsylvania
$1.06M +$251K +866 +31%
MWM
3324
MBE Wealth Management
Wisconsin
$1.05M +$35.9K +124 +4%
FWA
3325
Flagship Wealth Advisors
Massachusetts
$1.05M +$7.25K +25 +0.7%
131 132
133
134 135