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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 %
TC
3501
TAGStone Capital
North Carolina
$854K +$92.7K +321 +12%
CA
3502
CapWealth Advisors
Tennessee
$851K +$11K +38 +1%
FF
3503
Francis Financial
$851K +$51.6K +178 +6%
DFA
3504
DHK Financial Advisors
New Hampshire
$850K +$11.3K +39 +1%
TA
3505
TCM Advisors
West Virginia
$849K -$816K – –
EIM
3506
Essex Investment Management
Massachusetts
$847K – – –
IQI
3507
Integrated Quantitative Investments
Washington
$847K +$230K +792 +37%
FFL
3508
Financial Freedom LLC
Ohio
$846K +$1.45K +5 +0.2%
HIW
3509
Holos Integrated Wealth
Pennsylvania
$845K -$241K -836 -22%
WIA
3510
Wealthedge Investment Advisors
New York
$845K +$4.06K +14 +0.5%
MMCM
3511
Murphy & Mullick Capital Management
New York
$844K +$211K +718 +33%
MPCL
3512
My Personal CFO LLC
Washington
$844K – – –
RWA
3513
Rooted Wealth Advisors
Illinois
$844K +$153K +535 +22%
WFA
3514
WMG Financial Advisors
Tennessee
$843K +$4.93K +17 +0.6%
CCP
3515
Clarity Capital Partners
California
$843K +$3.48K +12 +0.4%
WWM
3516
Westwood Wealth Management
California
$841K +$33.3K +115 +4%
AFWM
3517
AMJ Financial Wealth Management
Virginia
$840K -$26.1K -90 -3%
JWM
3518
Jackson Wealth Management
Florida
$840K +$543K +1,871 +182%
BDFN
3519
Bond & Devick Financial Network
Minnesota
$840K – – –
AIA
3520
Arbor Investment Advisors
North Carolina
$839K – – –
AIA
3521
AIMZ Investment Advisors
California
$839K – – –
SP
3522
Successful Portfolios
Florida
$838K -$580 -2 -0.1%
SAM
3523
Shikiar Asset Management
New York
$838K +$145K +500 +21%
OCG
3524
Opus Capital Group
Ohio
$836K -$14.8K -51 -2%
MA
3525
MKT Advisors
California
$835K +$2.03K +7 +0.2%
139 140
141
142 143