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JPMorgan Chase
JPM

Overview Fund Activity

4,638 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 1,984 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,638
Holders Change
+45
Holders Change %
+0.98%
% of All Funds
62.17%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.49%
New
244
Increased
1,984
Reduced
1,964
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 %
VMPIC
351
Varma Mutual Pension Insurance Co
Finland
$108M -$1.91M -6,600 -2%
RMDI
352
R.M. Davis Inc
Maine
$107M +$6.11M +21,062 +6%
PAG
353
Private Advisor Group
New Jersey
$106M +$4.28M +14,748 +4%
AF
354
Allworth Financial
California
$106M +$8.35M +28,796 +9%
UCFA
355
United Capital Financial Advisors
Texas
$106M -$1.75M -6,040 -2%
NCM
356
Nearwater Capital Markets
Ireland
$105M +$15.7M +54,000 +18%
SYBT
357
Stock Yards Bank & Trust
Kentucky
$105M +$1.53M +5,264 +1%
MGP
358
M&G plc
United Kingdom
$105M -$1.59M -5,497 -2%
SFA
359
Sequoia Financial Advisors
Ohio
$104M +$3.37M +11,624 +3%
BAM
360
Berkshire Asset Management
Pennsylvania
$103M -$377K -1,301 -0.4%
PWP
361
Principle Wealth Partners
Connecticut
$103M +$1.07M +3,708 +1%
GF
362
Gabelli Funds
New York
$103M -$1.77M -6,112 -2%
Wealthfront Advisers
363
Wealthfront Advisers
California
$102M +$9.71M +33,493 +11%
WPC
364
Waters Parkerson & Co
Louisiana
$102M -$1.13M -3,883 -1%
VDI
365
Vaughan David Investments
Illinois
$101M -$769K -2,651 -0.8%
CIS
366
Capital International Sarl
California
$101M -$3.23M -11,127 -3%
Vontobel Holding
367
Vontobel Holding
Switzerland
$101M +$744K +2,565 +0.7%
Balyasny Asset Management
368
Balyasny Asset Management
Illinois
$101M +$77.9M +268,797 +337%
PNC
369
Park National Corp
Ohio
$101M -$5.67M -19,552 -5%
IC
370
IEQ Capital
California
$101M +$6.89M +23,757 +7%
DCM
371
Donaldson Capital Management
Indiana
$100M +$250K +861 +0.2%
UBP
372
Union Bancaire Privee
Switzerland
$99.7M +$7.73M +28,474 +8%
Pzena Investment Management
373
Pzena Investment Management
New York
$99.2M +$8.72M +30,083 +10%
WSFS
374
Wilmington Savings Fund Society
Delaware
$98.8M -$3.69M -12,725 -4%
MOACM
375
Mutual of America Capital Management
New York
$98.5M -$2.45M -8,437 -2%
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