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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 %
DSAM
3351
Dock Street Asset Management
Florida
$1.02M -$4.33M -14,941 -81%
PP
3352
Postrock Partners
Oregon
$1.02M +$40.6K +140 +4%
WI
3353
WJ Interests
Texas
$1.01M – – –
RW
3354
Rede Wealth
Virginia
$1.01M -$5.22K -18 -0.5%
MWM
3355
Maltin Wealth Management
New Jersey
$1.01M -$139K -480 -12%
OP
3356
ORG Partners
Indiana
$1.01M -$13.1K -45 -1%
SAF
3357
Smith Anglin Financial
Texas
$1.01M -$175K -603 -15%
TWM
3358
TCFG Wealth Management
California
$1.01M -$27K -93 -3%
FCM
3359
Firestone Capital Management
Florida
$1.01M -$5.22K -18 -0.5%
WF
3360
Whelan Financial
California
$1.01M +$2.32K +8 +0.2%
WCWM
3361
Willow Creek Wealth Management
California
$1.01M +$20.6K +71 +2%
SC
3362
Sierra Capital
Florida
$1.01M – – –
PA
3363
Persium Advisors
Georgia
$1M +$34.5K +119 +4%
AWM
3364
Abound Wealth Management
Tennessee
$1M +$47K +162 +5%
LA
3365
Lifeworks Advisors
Michigan
$1M -$220K -759 -18%
BWA
3366
BlueSky Wealth Advisors
North Carolina
$1M -$89.9K -310 -8%
MC
3367
McCarthy & Cox
Ohio
$1M -$52.5K -181 -5%
TWM
3368
Tanager Wealth Management
United Kingdom
$1M -$104K -359 -9%
CNBOF
3369
City National Bank of Florida
Florida
$1M +$85.2K +294 +9%
OAM
3370
Oberweis Asset Management
Illinois
$1M -$19.7K -68 -2%
BFA
3371
Buttonwood Financial Advisors
Maryland
$999K -$270K -931 -21%
IIM
3372
Illumine Investment Management
Washington
$998K – – –
GCL
3373
Gouws Capital LLC
North Carolina
$995K – – –
LRIC
3374
Long Road Investment Counsel
Michigan
$995K – – –
CFO
3375
Collective Family Office
Pennsylvania
$995K -$144K -498 -13%
133 134
135
136 137