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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 %
FEG
3701
Financial Enhancement Group
Indiana
$660K -$6.31K -22 -0.9%
DHC
3702
Drum Hill Capital
Connecticut
$660K – – –
XPN
3703
XY Planning Network
Montana
$656K +$656K +2,264 New
VPP
3704
Vertex Planning Partners
Illinois
$655K -$2.61K -9 -0.4%
RPGNY
3705
Retirement Planning Group (New York)
New York
$655K +$96K +331 +17%
4A
3706
4Wealth Advisors
Illinois
$654K -$11.3K -39 -2%
JCIA
3707
Jackson Creek Investment Advisors
Colorado
$653K -$63.2K -218 -9%
TWA
3708
Tandem Wealth Advisors
Arizona
$652K +$36.5K +126 +6%
KFS
3709
Kelly Financial Services
Massachusetts
$652K +$39.4K +136 +6%
WP
3710
Waycross Partners
Kentucky
$651K +$651K +2,247 New
OA
3711
Oceanside Advisors
South Carolina
$651K – – –
SM
3712
Sensible Money
Arizona
$649K – – –
CFC
3713
Coyle Financial Counsel
Illinois
$648K +$9.28K +32 +1%
TAM
3714
TCP Asset Management
Ohio
$647K +$18K +62 +3%
MCM
3715
M1 Capital Management
Michigan
$647K +$14.2K +49 +2%
M
3716
MATAURO
New York
$646K +$23.2K +80 +4%
WI
3717
Wedgewood Investors
Pennsylvania
$646K -$23.8K -82 -4%
OFP
3718
OLIO Financial Planning
Virginia
$645K -$14.5K -50 -2%
SFC
3719
Sprinkle Financial Consultants
Colorado
$642K -$22.3K -77 -3%
SWM
3720
Selective Wealth Management
Virginia
$642K -$27.7K -98 -4%
WWA
3721
Wisconsin Wealth Advisors
Wisconsin
$642K +$105K +363 +20%
STB
3722
S&T Bank
Pennsylvania
$641K +$8.12K +28 +1%
BA
3723
Brightwater Advisory
Florida
$640K -$55.1K -190 -8%
SO
3724
Sierra Ocean
California
$640K +$29.3K +101 +5%
SCA
3725
Southern Capital Advisors
Tennessee
$639K +$580 +2 +0.1%
147 148
149
150 151