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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 %
RSF
3751
Rik Saylor Financial
Ohio
$624K +$1.74K +6 +0.3%
GPW
3752
Genesis Private Wealth
Virginia
$624K -$4.06K -14 -0.6%
RWRC
3753
R.W. Roge & Company
New York
$622K -$103K -354 -14%
CCP
3754
Clarkston Capital Partners
Michigan
$622K +$2.03K +7 +0.3%
WPW
3755
Warther Private Wealth
Ohio
$620K -$91.9K -317 -13%
OAS
3756
Optivise Advisory Services
Tennessee
$620K +$29K +100 +5%
AR
3757
Apeiron RIA
Texas
$618K -$160K -552 -21%
IA
3758
IMZ Advisory
Florida
$617K +$124K +424 +25%
AWP
3759
Axis Wealth Partners
Rhode Island
$615K -$31.6K -109 -5%
BHWM
3760
Beaird Harris Wealth Management
Texas
$615K +$51K +176 +9%
CMBA
3761
C.M. Bidwell & Associates
Hawaii
$614K -$21.2K -73 -3%
BBWP
3762
Beacon Bridge Wealth Partners
Pennsylvania
$614K -$32.8K -113 -5%
BCB
3763
Brian C. Broderick
$612K – – –
FIC
3764
Family Investment Center
Missouri
$612K +$299K +1,031 +96%
CPW
3765
Catalyst Private Wealth
California
$611K +$11.9K +41 +2%
CFG
3766
Carter Financial Group
Illinois
$611K +$611K +2,106 New
SC
3767
SummitTX Capital
Texas
$609K -$2.44M -8,423 -80%
AIM
3768
Arcadia Investment Management
Michigan
$609K +$1.16K +4 +0.2%
SC
3769
Schoolcraft Capital
Colorado
$609K -$257K -888 -30%
CFG
3770
Compton Financial Group
Maryland
$608K – – –
JA
3771
JVL Associates
Michigan
$607K +$10.4K +36 +2%
CCP
3772
Cushing Capital Partners
Wisconsin
$607K -$87.8K -303 -13%
SOAG
3773
Silver Oak Advisory Group
Oregon
$606K +$606K +2,091 New
RAS
3774
RPS Advisory Solutions
Kentucky
$605K +$8.41K +29 +1%
SRWM
3775
Shira Ridge Wealth Management
California
$605K -$7.25K -25 -1%
149 150
151
152 153