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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 %
EWA
3801
Encompass Wealth Advisors
Oregon
$588K +$3.48K +12 +0.6%
PFA
3802
Presper Financial Architects
Ohio
$586K +$586K +2,021 New
WWP
3803
Waypoint Wealth Partners
California
$586K +$586K +2,021 New
CM
3804
Columbus Macro
Pennsylvania
$586K -$10.1K -35 -2%
SFP
3805
Sterling Financial Planning
New Jersey
$585K -$35.1K -121 -6%
KAM
3806
Karani Asset Management
New York
$584K -$116K -400 -17%
JSA
3807
Jacobson & Schmitt Advisors
Wisconsin
$584K +$584K +2,015 New
CWMP
3808
Clarion Wealth Managment Partners
Virginia
$583K +$583K +2,012 New
CFS
3809
CGC Financial Services
Oregon
$583K – – –
TWP
3810
Tower Wealth Partners
Pennsylvania
$582K -$7.25K -25 -1%
ACM
3811
Ascent Capital Management
Oregon
$582K +$13K +45 +2%
GWA
3812
Gratus Wealth Advisors
Virginia
$582K +$40K +138 +7%
FWMM
3813
Foundation Wealth Management (Missouri)
Missouri
$580K – – –
CWA
3814
Centennial Wealth Advisory
Michigan
$580K -$18.6K -64 -3%
CFGSD
3815
Compass Financial Group (South Dakota)
South Dakota
$580K +$1.45K +5 +0.3%
BI
3816
Bramshill Investments
Florida
$580K -$145K -500 -20%
CI
3817
Corient IA
Florida
$580K – – –
SCM
3818
Shapiro Capital Management
Georgia
$580K – – –
BCM
3819
Brooktree Capital Management
Michigan
$580K +$580K +2,000 New
SHWM
3820
Smith & Howard Wealth Management
Georgia
$579K – – –
KFS
3821
Kurt F. Somerville
$578K – – –
KNFPWM
3822
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$578K +$2.9K +10 +0.5%
SIC
3823
SJS Investment Consulting
Ohio
$577K -$52.5K -181 -8%
SPA
3824
Sherbrooke Park Advisers
New York
$577K +$243K +838 +73%
AWM
3825
Alterna Wealth Management
Texas
$575K -$10.7K -37 -2%
151 152
153
154 155