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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 %
CA
3426
Capital Advantage
California
$930K -$46.1K -159 -5%
WCG
3427
Weaver Consulting Group
California
$929K +$8.7K +30 +0.9%
WAOI
3428
Wealth Advisors of Iowa
Iowa
$928K +$29.3K +101 +3%
TFIPS
3429
Towarzystwo Funduszy Inwestycyjnych PZU SA
$928K +$55.1K +190 +6%
HI
3430
Harrington Investments
California
$927K – – –
SAM
3431
SP Asset Management
California
$925K +$15.7K +54 +2%
LWM
3432
LeConte Wealth Management
Tennessee
$925K +$379K +1,307 +69%
LFG
3433
Lockerman Financial Group
California
$919K -$6.67K -23 -0.7%
CTWM
3434
Cherry Tree Wealth Management
Minnesota
$917K -$22.6K -78 -2%
CA
3435
Clune & Associates
Illinois
$917K +$154K +532 +20%
YIH
3436
Y-Intercept (HK)
Hong Kong
$916K +$281K +968 +44%
IIM
3437
Ironwood Investment Management
Massachusetts
$914K – – –
MJRIC
3438
Mogy Joel R Investment Counsel
California
$914K – – –
RA
3439
Riversedge Advisors
Delaware
$913K +$69.3K +239 +8%
HF
3440
Holcombe Financial
Georgia
$912K – – –
PIM
3441
Pullen Investment Management
Florida
$911K -$5.51K -19 -0.6%
AWA
3442
Arbor Wealth Advisors
Michigan
$910K -$4.35K -15 -0.5%
TCOO
3443
Trust Company of Oklahoma
Oklahoma
$910K +$217K +749 +31%
JLBC
3444
J.L. Bainbridge & Co
Florida
$910K -$580 -2 -0.1%
BFS
3445
Burkett Financial Services
South Carolina
$909K -$9.57K -33 -1%
HIA
3446
HTG Investment Advisors
Connecticut
$907K -$34.2K -118 -4%
RA
3447
Ruggaard & Associates
Ohio
$905K -$27.5K -95 -3%
EGWAG
3448
Elwood & Goetz Wealth Advisory Group
Georgia
$902K +$185K +638 +26%
CWA
3449
Clearview Wealth Advisors
Oregon
$900K +$290 +1 +0%
Cohen & Steers
3450
Cohen & Steers
New York
$899K -$261K -900 -23%
136 137
138
139 140