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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, 1,984 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 %
LI
3776
LifeWealth Investments
Florida
$605K +$44.9K +155 +8%
FF
3777
Friday Financial
Iowa
$604K +$54.2K +187 +10%
Renaissance Technologies
3778
Renaissance Technologies
New York
$603K -$6.7M -23,082 -92%
TFA
3779
Tobias Financial Advisors
Florida
$601K +$183K +631 +44%
MBI
3780
May Barnhard Investments
Maryland
$600K -$36.8K -127 -6%
MWM
3781
Mascoma Wealth Management
New Hampshire
$598K -$60.9K -210 -9%
ICA
3782
Infrastructure Capital Advisors
New York
$598K +$598K +2,063 New
SWMG
3783
Signature Wealth Management Group
Georgia
$598K -$43.8K -151 -7%
SFFS
3784
Stonehage Fleming Financial Services
Jersey
$598K – – –
BIP
3785
Blue Investment Partners
California
$598K – – –
GSWA
3786
Good Steward Wealth Advisors
Tennessee
$597K -$218K -752 -27%
BMCM
3787
Burns Matteson Capital Management
New York
$596K +$7.54K +26 +1%
SC
3788
Sepio Capital
Utah
$596K -$36.8K -127 -6%
SAS
3789
Stelac Advisory Services
New York
$595K -$388K -1,333 -39%
CCIA
3790
Cherry Creek Investment Advisors
Colorado
$595K +$18.6K +64 +3%
WAN
3791
Wealth Advisors Northwest
Oregon
$595K +$30.1K +104 +5%
WBCM
3792
Wilson & Boucher Capital Management
California
$595K -$24.6K -85 -4%
BIG
3793
Builder Investment Group
Georgia
$593K -$36.2K -125 -6%
RWMG
3794
Redwood Wealth Management Group
New Jersey
$592K +$870 +3 +0.1%
IDA
3795
Intelligence Driven Advisers
California
$592K -$9.57K -33 -2%
VSQM
3796
V-Square Quantitative Management
Illinois
$590K +$299K +1,031 +103%
CFO
3797
Capitol Family Office
Oregon
$589K -$21.7K -75 -4%
KC
3798
Kinloch Capital
Virginia
$589K +$7.54K +26 +1%
PWA
3799
Peterson Wealth Advisors
Utah
$589K +$870 +3 +0.1%
BWCS
3800
Beirne Wealth Consulting Services
Connecticut
$588K – – –
150 151
152
153 154