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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 %
BA
3901
BIP Alliance
Georgia
$523K +$6.38K +22 +1%
KFA
3902
Krane Funds Advisors
New York
$523K -$31.6K -109 -6%
BAWM
3903
Bennett Associates Wealth Management
Pennsylvania
$523K +$19.7K +68 +4%
BI
3904
Binnacle Investments
Iowa
$522K +$20.9K +72 +4%
GCM
3905
Gallacher Capital Management
Colorado
$521K +$275K +949 +112%
CL
3906
CVFG LLC
Indiana
$521K -$28.7K -99 -5%
NCFG
3907
New Century Financial Group
New Jersey
$521K +$74.5K +257 +17%
BF
3908
Brogan Financial
Tennessee
$520K +$16.5K +57 +3%
AFA
3909
American Financial Advisors
Georgia
$520K +$2.9K +10 +0.6%
TFA
3910
Toth Financial Advisory
Virginia
$518K +$20.9K +72 +4%
RFG
3911
REAP Financial Group
Texas
$518K +$251K +866 +94%
WAM
3912
Worth Asset Management
Texas
$517K +$22.9K +79 +5%
HFRG
3913
Houlihan Financial Resource Group
Virginia
$516K – – –
AWAU
3914
Alliance Wealth Advisors (Utah)
Utah
$515K +$54.5K +188 +12%
WFS
3915
Walker Financial Services
Kentucky
$514K +$580 +2 +0.1%
LODC
3916
Lanham O'Dell & Company
West Virginia
$514K +$290 +1 +0.1%
GCM
3917
Gladius Capital Management
Illinois
$513K -$2.27M -7,827 -82%
LAM
3918
Lingohr Asset Management
Germany
$512K -$7.14M -24,784 -93%
PWMG
3919
Private Wealth Management Group
New Jersey
$511K +$9.57K +33 +2%
LWA
3920
Ledgewood Wealth Advisors
New Hampshire
$510K – – –
TCMP
3921
Thrive Capital Management (Pennsylvania)
Pennsylvania
$510K +$116K +400 +29%
PW
3922
Potentia Wealth
California
$510K – – –
MWM
3923
Momentous Wealth Management
Washington
$509K -$8.12K -28 -2%
SHJ
3924
Sharkey, Howes & Javer
Colorado
$508K -$35.9K -124 -7%
CWA
3925
Core Wealth Advisors
Florida
$507K -$6.67K -23 -1%
155 156
157
158 159