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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 %
SPW
3576
Sonoma Private Wealth
California
$788K -$8.99K -31 -1%
HCP
3577
Holt Capital Partners
Texas
$786K – – –
FGWP
3578
Founders Grove Wealth Partners
Virginia
$786K +$89.6K +309 +13%
LIA
3579
Lynx Investment Advisory
District of Columbia
$786K +$870 +3 +0.1%
GSIS
3580
Global Strategic Investment Solutions
Arizona
$784K +$24.9K +86 +3%
CL
3581
COWA LLC
Oklahoma
$783K +$201K +694 +35%
AIA
3582
Accelerate Investment Advisors
California
$782K +$37.7K +130 +5%
DFA
3583
Davies Financial Advisors
California
$777K -$17.1K -59 -2%
HC
3584
Hamilton Capital
Ohio
$776K +$44.1K +152 +6%
ICM
3585
Islay Capital Management
Texas
$776K -$64.7K -223 -8%
RCA
3586
Riverview Capital Advisers
Massachusetts
$775K – – –
FA
3587
Fedenia Advisers
Wisconsin
$775K +$97.7K +337 +14%
FSA
3588
Financial Security Advisor
Virginia
$775K +$52.2K +180 +7%
DA
3589
Detalus Advisors
Missouri
$775K +$6.09K +21 +0.8%
MWM
3590
Melfa Wealth Management
Massachusetts
$773K -$21.7K -75 -3%
TCM
3591
Teza Capital Management
Illinois
$772K -$4.59M -15,819 -86%
HA
3592
HC Advisors
Georgia
$772K -$60K -207 -7%
MAM
3593
Morse Asset Management
Connecticut
$770K +$25.5K +88 +3%
FCM
3594
Fourpath Capital Management
Oklahoma
$770K -$29K -100 -4%
CWM
3595
Cherrydale Wealth Management
New Jersey
$769K +$4.35K +15 +0.6%
GB
3596
Goepper Burkhardt
South Carolina
$769K +$11K +38 +1%
FFG
3597
Fortress Financial Group
Minnesota
$768K +$24.4K +84 +3%
WFC
3598
Western Financial Corp
California
$766K +$11K +38 +1%
WCM
3599
Wedge Capital Management
North Carolina
$764K -$480K -1,657 -39%
SFC
3600
Swisher Financial Concepts
Ohio
$764K -$29.3K -101 -4%
142 143
144
145 146