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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 %
RLIM
3951
Red Lighthouse Investment Management
New York
$490K +$4.93K +17 +1%
GFM
3952
GF Fund Management
China
$490K -$794K -2,738 -62%
IWP
3953
Innova Wealth Partners
Pennsylvania
$489K -$22.6K -78 -4%
OA
3954
Oxbow Advisors
Texas
$489K -$85K -293 -15%
FWP
3955
Fiduciary Wealth Partners
Massachusetts
$488K -$153K -527 -24%
GAMC
3956
Garner Asset Management Corp
Texas
$486K -$117K -403 -19%
LD
3957
Lipe & Dalton
New York
$483K – – –
MQWP
3958
Morey & Quinn Wealth Partners
Nebraska
$482K +$11K +38 +2%
NICM
3959
Neo Ivy Capital Management
New York
$480K +$480K +1,657 New
EMCIP
3960
Ewing Morris & Co Investment Partners
Ontario, Canada
$480K +$14.2K +49 +3%
GCA
3961
Genesee Capital Advisors
New York
$480K +$2.03K +7 +0.4%
GFL
3962
Granite FO LLC
New Hampshire
$479K -$170K -585 -26%
MGAM
3963
McGowan Group Asset Management
Texas
$478K +$580 +2 +0.1%
MGWA
3964
Monument Group Wealth Advisors
Massachusetts
$477K +$41.7K +144 +10%
TLA
3965
Tanglewood Legacy Advisors
Texas
$477K – – –
EMC
3966
Everest Management Corp
California
$475K +$50.7K +175 +12%
ELM
3967
Elite Life Management
Florida
$475K +$18.3K +63 +4%
AIFAIM
3968
American Institute for Advanced Investment Management
Arizona
$475K – – –
EFG
3969
Elm3 Financial Group
Georgia
$474K -$6.09K -21 -1%
KCM
3970
Kendall Capital Management
Maryland
$474K +$21.2K +73 +5%
HP
3971
Haven Private
Florida
$473K +$473K +1,631 New
RAM
3972
Riggs Asset Management
Pennsylvania
$472K -$8.41K -29 -2%
IDBONY
3973
Israel Discount Bank of New York
New York
$472K -$56.5K -195 -11%
SWIA
3974
Solano Wealth Investment Advisors
California
$471K +$290 +1 +0.1%
IWN
3975
Independent Wealth Network
Iowa
$471K +$17.7K +61 +4%
157 158
159
160 161