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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 %
CL
3526
CLG LLC
California
$835K -$34.5K -119 -4%
SCA
3527
Strathmore Capital Advisors
North Carolina
$834K +$834K +2,944 New
SC
3528
Saturna Capital
Washington
$833K -$8.7K -30 -1%
SG
3529
Strid Group
Pennsylvania
$833K -$37.7K -130 -4%
CRIG
3530
Charter Research & Investment Group
Connecticut
$831K – – –
LAM
3531
Lewis Asset Management
California
$831K +$274K +944 +49%
CCA
3532
Coign Capital Advisors
Utah
$827K +$10.1K +35 +1%
EPW
3533
Endeavor Private Wealth
Kansas
$827K +$172K +595 +26%
OCM
3534
Objective Capital Management
Ohio
$825K -$14.8K -51 -2%
CAM
3535
Claret Asset Management
Quebec, Canada
$825K +$825K +2,845 New
BAM
3536
Broyhill Asset Management
North Carolina
$825K -$72.5K -250 -8%
DAM
3537
Diamant Asset Management
Connecticut
$824K – – –
SRL
3538
Scientech Research LLC
New Jersey
$823K +$823K +2,840 New
AIS
3539
American Investment Services
Massachusetts
$822K -$2.34M -8,084 -74%
MPIAL
3540
Milestones Private Investment Advisors LLC
New York
$821K +$821K +2,831 New
IWM
3541
Integris Wealth Management
California
$820K +$5.51K +19 +0.7%
SWGC
3542
Summit Wealth Group (Colorado)
Colorado
$819K +$819K +2,826 New
O3W
3543
Omni 360 Wealth
New Jersey
$815K +$93.3K +322 +13%
AFG
3544
Arkansas Financial Group
Arkansas
$814K -$54K -191 -6%
BWM
3545
Brown Wealth Management
Illinois
$813K +$129K +446 +19%
CW
3546
Code Waechter
Florida
$813K +$34.5K +119 +4%
PAG
3547
Paladin Advisory Group
Iowa
$812K – – –
MPAM
3548
Murphy Pohlad Asset Management
Minnesota
$812K – – –
MIM
3549
Morningstar Investment Management
Illinois
$811K +$811K +2,799 New
KCIC
3550
Kuhn & Co Investment Counsel
Illinois
$811K -$11.9K -41 -1%
140 141
142
143 144