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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 %
TFO
3601
Tarbox Family Office
California
$760K -$290 -1 -0%
VAF
3602
Values Added Financial
District of Columbia
$758K +$74.8K +258 +11%
CCC
3603
Compass Capital Corp
Massachusetts
$754K +$24.4K +84 +3%
BL
3604
Balentine LLC
Georgia
$754K +$56.8K +196 +8%
TCM
3605
Tuttle Capital Management
Connecticut
$752K +$97.4K +336 +15%
MAP
3606
Moody Aldrich Partners
Massachusetts
$752K – – –
PHWM
3607
Pine Harbor Wealth Management
Maryland
$752K +$18.3K +63 +2%
HBWM
3608
Hollow Brook Wealth Management
New York
$751K +$1.16K +4 +0.2%
PFG
3609
Prospect Financial Group
Virginia
$749K -$5.51K -19 -0.7%
PDM
3610
Penn Davis McFarland
Texas
$748K – – –
IIA
3611
ICW Investment Advisors
Arizona
$748K +$290 +1 +0%
GWM
3612
Gitterman Wealth Management
New Jersey
$747K +$293K +1,010 +64%
ETS
3613
ESL Trust Services
New York
$746K -$19.4K -67 -3%
C1AG
3614
Client 1st Advisory Group
Florida
$746K +$29.3K +101 +4%
MS
3615
Madden Securities
Texas
$745K -$10.7K -37 -1%
BRA
3616
Bender Robert & Associates
California
$745K -$1.16K -4 -0.2%
SDH
3617
Sloy Dahl & Holst
Washington
$743K -$15.9K -55 -2%
RIP
3618
RAM Investment Partners
Washington
$741K +$288K +994 +64%
PA
3619
Planning Alternatives
Michigan
$740K +$457K +1,575 +161%
OPPS
3620
Obsidian Personal Planning Solutions
Maryland
$736K – – –
DFG
3621
Dupree Financial Group
Kentucky
$736K – – –
AFIA
3622
America First Investment Advisors
Nebraska
$733K -$2.61K -9 -0.4%
SFG
3623
SNS Financial Group
Minnesota
$733K +$6.67K +23 +0.9%
API
3624
Asset Planning Inc
California
$733K -$8.12K -28 -1%
FA
3625
FDx Advisors
Illinois
$732K -$3.77K -13 -0.5%
143 144
145
146 147