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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 %
SAM
4001
Seelaus Asset Management
New Jersey
$456K – – –
CCM
4002
Chickasaw Capital Management
Tennessee
$455K -$69.5K -240 -13%
AL
4003
ACAS LLC
California
$454K +$51.7K +178 +13%
FP
4004
FFG Partners
Florida
$454K +$157K +540 +53%
PIN
4005
Prudent Investors Network
California
$453K -$2.9K -10 -0.6%
SWA
4006
Strata Wealth Advisors
Texas
$453K +$64.7K +223 +17%
AC
4007
AIFG Consultants
New York
$452K +$112K +387 +33%
EE
4008
EWG Elevate
California
$451K +$57.4K +198 +15%
FDS
4009
Freedom Day Solutions
Texas
$451K -$290 -1 -0.1%
BLAM
4010
Bourne Lent Asset Management
New York
$449K – – –
RWM
4011
RMG Wealth Management
Wisconsin
$449K +$449K +1,540 New
SFG
4012
Sterling Financial Group
California
$448K – – –
BWP
4013
BlueStem Wealth Partners
Minnesota
$447K +$21.7K +75 +5%
IWM
4014
IMG Wealth Management
Florida
$447K +$52.2K +180 +13%
LFS
4015
Lutz Financial Services
Nebraska
$447K +$4.35K +15 +1%
CFS
4016
Cannon Financial Strategists
Georgia
$447K – – –
MCM
4017
MontVue Capital Management
Virginia
$447K – – –
AFS
4018
Axiom Financial Strategies
Indiana
$446K -$205K -708 -32%
VIM
4019
VELA Investment Management
Ohio
$446K – – –
AWA
4020
AmeriServ Wealth Advisors
Pennsylvania
$446K -$870 -3 -0.2%
MPPW
4021
Mitchell & Pahl Private Wealth
Oklahoma
$445K +$23.8K +82 +6%
SSG
4022
Summit Securities Group
New York
$445K +$445K +1,534 New
FEM
4023
Fulcrum Equity Management
Texas
$444K -$10.1K -35 -2%
C
4024
Covestor
United Kingdom
$443K +$27.9K +96 +7%
SC
4025
Schubert & Co
Texas
$443K +$91.3K +315 +26%
159 160
161
162 163