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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 %
BAM
3376
Bellevue Asset Management
Washington
$991K +$3.19K +11 +0.3%
NFTC
3377
North Forty Two & Co
Oregon
$990K -$24.1K -83 -2%
EC
3378
EdgeRock Capital
Colorado
$990K +$59.8K +206 +6%
QPW
3379
Quantum Private Wealth
Florida
$989K – – –
ADBIC
3380
A.D. Beadell Investment Counsel
Wisconsin
$984K +$26.6K +92 +3%
VW
3381
Vance Wealth
California
$983K +$11.3K +39 +1%
CIA
3382
Cape Investment Advisory
Georgia
$980K -$148K -512 -13%
ACA
3383
Ackerman Capital Advisors
Texas
$979K +$20.6K +71 +2%
OWM
3384
OneAscent Wealth Management
Alabama
$978K +$58.6K +202 +6%
LFA
3385
Laraway Financial Advisors
Minnesota
$978K – – –
CCM
3386
Charter Capital Management
Wisconsin
$977K +$977K +3,369 New
PCFFS
3387
Pacific Center for Financial Services
California
$975K +$2.9K +10 +0.3%
KWM
3388
KFG Wealth Management
Indiana
$975K +$68.7K +237 +8%
BTC
3389
Bank & Trust Company
Illinois
$973K -$6.96K -24 -0.7%
GWM
3390
Glass Wealth Management
Texas
$972K -$50.4K -174 -5%
FWP
3391
Firethorn Wealth Partners
Georgia
$971K -$12.8K -44 -1%
ACM
3392
AUA Capital Management
Pennsylvania
$969K – – –
OWA
3393
Outlook Wealth Advisors
Texas
$966K +$15.1K +52 +2%
IWA
3394
IVC Wealth Advisors
Pennsylvania
$965K +$15.4K +53 +2%
FA
3395
Forefront Analytics
Pennsylvania
$963K -$11.3K -39 -1%
MAM
3396
Mullooly Asset Management
New Jersey
$963K +$11K +38 +1%
FA
3397
Fiducient Advisors
Illinois
$963K -$850K -2,932 -47%
ONSWM
3398
Old North State Wealth Management
North Carolina
$962K +$87.2K +300 +10%
RFA
3399
Reyes Financial Architecture
California
$962K +$240K +828 +33%
EFG
3400
Ehrlich Financial Group
California
$961K +$29.9K +103 +3%
134 135
136
137 138