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JPMorgan Chase
JPM

Overview Fund Activity

4,638 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 1,984 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,638
Holders Change
+45
Holders Change %
+0.98%
% of All Funds
62.17%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.49%
New
244
Increased
1,984
Reduced
1,964
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 %
CPSAC
376
Chas P. Smith & Associates (CPS)
Florida
$98M -$2.52M -8,681 -3%
ACI
377
Alpha Cubed Investments
California
$97.9M +$1.58M +5,433 +2%
FT
378
Fiduciary Trust
Massachusetts
$96.9M -$1.38M -4,775 -1%
FLPIM
379
F.L. Putnam Investment Management
Massachusetts
$95.9M -$989K -3,413 -1%
AAS
380
Avantax Advisory Services
Texas
$95.3M +$1.52M +5,246 +2%
EOJOAM
381
E. Ohman J:or Asset Management
Sweden
$95.2M -$4.02M -13,868 -4%
QPBE
382
Quintet Private Bank (Europe)
Luxembourg
$94.7M -$3.54M -12,215 -4%
Two Sigma Advisers
383
Two Sigma Advisers
New York
$94M +$89M +307,000 +1,775%
MFIM
384
Mesirow Financial Investment Management
Illinois
$92.6M +$966K +3,333 +1%
JCM
385
Junto Capital Management
New York
$91.6M -$53.6K -185 -0.1%
T. Rowe Price Investment Management
386
T. Rowe Price Investment Management
Maryland
$91.3M +$8.54M +29,457 +10%
ACA
387
Aptus Capital Advisors
Alabama
$91.1M +$3.55M +12,244 +4%
WB
388
WesBanco Bank
West Virginia
$91M +$3.24M +11,171 +4%
SOADOR
389
State of Alaska Department of Revenue
Alaska
$90.6M -$4.35M -14,991 -5%
WTC
390
WhitTier Trust Company
Nevada
$90.2M +$113K +389 +0.1%
KPWS
391
Kestra Private Wealth Services
Texas
$89.8M +$516K +1,780 +0.6%
SIG
392
Senator Investment Group
New York
$89M +$89M +307,000 New
AA
393
Ancora Advisors
Ohio
$88.6M -$259K -895 -0.3%
CFG
394
Citizens Financial Group
Rhode Island
$88.5M -$463K -1,597 -0.5%
MHC
395
Meyer Handelman Company
New York
$87.3M +$439K +1,515 +0.5%
BP
396
BNP Paribas
France
$87.2M +$16.1M +55,369 +23%
WP
397
Woodline Partners
California
$87.2M +$18.7M +64,384 +27%
AUB
398
Atlantic Union Bankshares
Virginia
$87.1M +$44.6M +153,671 +105%
BPWM
399
Badgley Phelps Wealth Managers
Washington
$86.3M -$572K -1,973 -0.7%
SF
400
Synovus Financial
Georgia
$85.4M -$2.12M -7,315 -2%
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