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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 %
CFG
3451
Copley Financial Group
California
$899K -$51.6K -178 -5%
KPWG
3452
KFA Private Wealth Group
Virginia
$898K +$73.4K +253 +9%
MF
3453
Meridian Financial
Massachusetts
$897K – – –
TCM
3454
TruNorth Capital Management
Michigan
$897K -$164K -564 -15%
WCM
3455
Washburn Capital Management
Florida
$897K +$158K +545 +21%
VEA
3456
Virtus ETF Advisers
New York
$897K +$248K +856 +38%
AF
3457
Atala Financial
California
$895K – – –
TC
3458
Tacita Capital
Ontario, Canada
$895K +$168K +580 +23%
LWM
3459
LongView Wealth Management
Georgia
$893K -$79.4K -274 -8%
WAM
3460
WealthTrust Asset Management
Florida
$892K -$176K -608 -17%
MPW
3461
Magnolia Private Wealth
Pennsylvania
$891K -$7.83K -27 -0.9%
OIS
3462
OneAscent Investment Solutions
Alabama
$891K -$42.3K -146 -5%
HFM
3463
Harvest Fund Management
China
$891K – – –
NPPM
3464
North Point Portfolio Managers
Ohio
$890K – – –
RMC
3465
Ring Mountain Capital
California
$889K +$13.1K +45 +1%
DO
3466
denkapparat Operations
Germany
$889K – – –
ACM
3467
Absolute Capital Management
Pennsylvania
$889K +$2.61K +9 +0.3%
IAG
3468
Investmark Advisory Group
Connecticut
$887K +$2.32K +8 +0.3%
BWM
3469
BCS Wealth Management
Tennessee
$886K +$227K +783 +34%
AWA
3470
Aletheian Wealth Advisors
Washington
$885K -$38K -131 -4%
PPC
3471
Pennington Partners & Co
Maryland
$884K -$46.7K -161 -5%
TPW
3472
Tiller Private Wealth
Pennsylvania
$881K – – –
HFS
3473
Hughes Financial Services
Virginia
$879K +$4.08K +14 +0.5%
SL
3474
Summitry LLC
California
$878K +$55.1K +190 +7%
PCMC
3475
Paragon Capital Management (Colorado)
Colorado
$878K -$17.4K -60 -2%
137 138
139
140 141