JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

4,638 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 1,984 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,638
Holders Change
+45
Holders Change %
+0.98%
% of All Funds
62.17%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.49%
New
244
Increased
1,984
Reduced
1,964
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 %
DADC
326
D.A. Davidson & Co
Montana
$119M -$672K -2,317 -0.6%
GT
327
Glenview Trust
Kentucky
$119M -$515K -1,775 -0.4%
CIC
328
Carnegie Investment Counsel
Ohio
$119M -$2.4M -8,292 -2%
AAB
329
ABN AMRO Bank
Netherlands
$118M +$3.84M +13,172 +3%
BNP Paribas Asset Management
330
BNP Paribas Asset Management
France
$118M -$15.9M -54,821 -12%
OC
331
Oppenheimer & Co
New York
$118M +$2.28M +7,868 +2%
BMO
332
Beck Mack & Oliver
New York
$117M -$5.1M -17,587 -4%
GPA
333
Guidance Point Advisors
Massachusetts
$116M – – –
HR
334
Hardy Reed
Mississippi
$116M -$21.7K -75 -0%
BTCPP
335
Border to Coast Pensions Partnership
United Kingdom
$116M +$7.2M +24,835 +7%
ABC
336
Associated Banc-Corp
Wisconsin
$115M -$1.4M -4,833 -1%
WGAM
337
Wilkinson Global Asset Management
New York
$114M -$16M -55,287 -12%
TH
338
TCTC Holdings
Texas
$113M +$53.1K +183 +0%
MIF
339
Mediolanum International Funds
Ireland
$113M +$6.86M +23,888 +6%
CAM
340
Cresset Asset Management
Illinois
$112M +$1.38M +4,766 +1%
ESBC
341
E.S. Barr & Co
Kentucky
$111M -$6.78M -23,372 -6%
SI
342
Stephens Inc
Arkansas
$111M +$2.42M +8,353 +2%
GFI
343
Global Frontier Investments
South Carolina
$110M +$110M +379,000 New
BPA
344
Beacon Pointe Advisors
California
$110M +$281K +968 +0.3%
NYLIM
345
New York Life Investment Management
New York
$110M +$1.17M +4,025 +1%
CFB
346
Cullen/Frost Bankers
Texas
$109M -$251K -865 -0.2%
OIAM
347
OFI Invest Asset Management
France
$109M +$18.4M +74,390 +20%
HW
348
Hancock Whitney
Mississippi
$109M +$53.4M +184,232 +96%
YCM
349
Yousif Capital Management
Michigan
$109M -$2.05M -7,061 -2%
BCM
350
Becker Capital Management
Oregon
$109M -$812K -2,801 -0.7%
12 13
14
15 16