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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 %
WPA
3926
Wealth Preservation Advisors
Tennessee
$507K -$870 -3 -0.2%
ICMM
3927
Integrated Capital Management (Michigan)
Michigan
$507K -$2.03M -6,970 -80%
LCC
3928
Lincoln Capital Corp
Rhode Island
$507K -$19.4K -67 -4%
SWMG
3929
Sanchez Wealth Management Group
Florida
$507K -$2.32K -8 -0.5%
DP
3930
Denver PWM
Colorado
$507K +$126K +436 +33%
SIS
3931
Strategic Investment Solutions
Illinois
$505K -$168K -579 -25%
VBWMG
3932
Von Berge Wealth Management Group
California
$504K +$2.62K +9 +0.5%
AMG
3933
Asset Management Group
Connecticut
$504K +$2.9K +10 +0.6%
NRWA
3934
North Ridge Wealth Advisors
Oregon
$503K – – –
BWA
3935
Bestgate Wealth Advisors
Maryland
$503K – – –
HWMC
3936
Heritage Wealth Management (California)
California
$502K -$580 -2 -0.1%
PWM
3937
Power Wealth Management
Georgia
$502K -$4.06K -14 -0.8%
LFA
3938
Level Financial Advisors
New York
$501K – – –
GA
3939
Gordian Advisors
Arizona
$501K – – –
MAM
3940
Meeder Asset Management
Ohio
$499K +$72.2K +249 +17%
BOSSRA
3941
B.O.S.S. Retirement Advisors
Utah
$498K +$90.2K +311 +22%
BGA
3942
Battery Global Advisors
Massachusetts
$498K – – –
DC
3943
Defender Capital
North Carolina
$495K – – –
NPI
3944
New Perspectives Inc
Mississippi
$494K +$31.9K +110 +7%
SFS
3945
Sharp Financial Services
Pennsylvania
$493K -$23.2K -80 -4%
KL
3946
KWMG LLC
Kansas
$491K -$4.93K -17 -1%
OAJ
3947
Ogorek Anthony Joseph
New York
$491K -$32.4K -112 -6%
TA
3948
Townsend & Associates
Colorado
$491K -$2.52M -8,446 -84%
JGIA
3949
Jackson Grant Investment Advisers
Connecticut
$490K -$1.74K -6 -0.4%
AFO
3950
Allie Family Office
Florida
$490K – – –
156 157
158
159 160