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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 %
PGWM
3626
Pitti Group Wealth Management
New York
$732K +$6.38K +22 +0.9%
NWMG
3627
Nicholson Wealth Management Group
South Carolina
$731K +$13.3K +46 +2%
PSA
3628
Plum Street Advisors
Louisiana
$731K +$25.8K +89 +4%
SAM
3629
Strive Asset Management
Ohio
$731K -$299K -1,032 -29%
RIP
3630
Reliant Investment Partners
North Carolina
$731K -$22.3K -77 -3%
CWA
3631
Centerline Wealth Advisors
Kentucky
$729K -$11.9K -41 -2%
AI
3632
AXS Investments
New York
$727K -$154K -532 -18%
CTC
3633
Corundum Trust Company
South Dakota
$726K -$290 -1 -0%
CWM
3634
Cahaba Wealth Management
Georgia
$725K -$33.3K -115 -4%
CFS
3635
Coordinated Financial Services
Colorado
$723K +$12.8K +44 +2%
AL
3636
Arnhold LLC
New York
$722K – – –
RBC
3637
Roble Belko & Company
Pennsylvania
$722K +$45.8K +158 +7%
HFS
3638
Heritage Financial Services
Massachusetts
$722K -$26.7K -92 -4%
RIM
3639
Rockbridge Investment Management
New York
$721K -$6.38K -22 -0.9%
WWG
3640
West Wealth Group
California
$719K +$128K +440 +22%
WAM
3641
Walker Asset Management
Missouri
$718K +$4.06K +14 +0.6%
TA
3642
Tactive Advisors
Florida
$718K +$718K +2,477 New
WA
3643
Wealthstar Advisors
Texas
$718K -$44.4K -153 -6%
LWM
3644
Lionshead Wealth Management
New York
$716K +$8.99K +31 +1%
CCG
3645
Catalina Capital Group
California
$716K -$268K -926 -27%
CGH
3646
CMG Global Holdings
Texas
$716K -$21.2K -71 -3%
IGGA
3647
Iron Gate Global Advisors
Utah
$715K -$166K -572 -19%
SIMC
3648
Squire Investment Management Company
Utah
$715K +$2.9K +10 +0.4%
CCA
3649
Covey Capital Advisors
Georgia
$710K – – –
BCM
3650
Boreal Capital Management
Florida
$708K +$708K +2,441 New
144 145
146
147 148