JPM icon

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, 1,984 increasing their positions, 1,965 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
1,984
Reduced
1,965
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 %
RP
3726
Riverwater Partners
Wisconsin
$638K +$69.3K +239 +12%
SCM
3727
Stonebridge Capital Management
California
$638K +$348K +1,200 +120%
IFO
3728
Independent Family Office
New York
$638K +$151K +520 +31%
KWA
3729
Kellett Wealth Advisors
Ohio
$637K +$163K +562 +34%
HIF
3730
Hill Island Financial
Michigan
$635K +$635K +2,191 New
ICM
3731
Intrepid Capital Management
Florida
$635K +$18.8K +65 +3%
IVP
3732
Intrinsic Value Partners
Arizona
$634K +$4.64K +16 +0.7%
LIA
3733
Luken Investment Analytics
Tennessee
$633K – – –
VCWA
3734
Vanguard Capital Wealth Advisors
Colorado
$633K -$142K -489 -18%
GC
3735
Guidance Capital
Kentucky
$633K – – –
MFS
3736
McNamara Financial Services
Massachusetts
$632K – – –
FWM
3737
FSA Wealth Management
Massachusetts
$632K +$1.45K +5 +0.2%
FPCG
3738
Forum Private Client Group
Indiana
$631K +$15.1K +52 +2%
SCA
3739
Sage Capital Advisors
South Dakota
$631K +$43.2K +149 +7%
HAM
3740
Hickory Asset Management
Ohio
$630K +$15.1K +52 +2%
TE
3741
Tema ETFs
New York
$630K +$630K +2,173 New
DWM
3742
Darwin Wealth Management
Florida
$629K +$439K +1,513 +230%
AFS
3743
Anderson Financial Strategies
Ohio
$627K – – –
TPWA
3744
Twin Peaks Wealth Advisors
California
$627K -$62.1K -212 -9%
CP
3745
Castleview Partners
Texas
$626K +$99.4K +343 +19%
BAMG
3746
Brand Asset Management Group
Missouri
$626K -$90.7K -313 -13%
WA
3747
Waterford Advisors
New York
$625K +$396K +3,719 +172%
RC
3748
Rexford Capital
Texas
$625K +$625K +2,155 New
KFG
3749
Kingdom Financial Group
Arizona
$624K +$624K +2,154 New
GCWM
3750
Graham Capital Wealth Management
District of Columbia
$624K +$127K +439 +26%
148 149
150
151 152