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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 %
KIA
4051
Kraematon Investment Advisors
Massachusetts
$433K +$2.32K +8 +0.5%
IPWA
4052
International Private Wealth Advisors
California
$433K -$83.5K -288 -16%
VBFP
4053
Valtinson Bruner Financial Planning
Minnesota
$432K +$21.8K +75 +5%
CFGA
4054
Cambridge Financial Group (Arizona)
Arizona
$430K – – –
APM
4055
Advanced Portfolio Management
New York
$428K – – –
DP
4056
DDD Partners
Washington
$428K +$7.25K +25 +2%
PFA
4057
Plotkin Financial Advisors
Maryland
$428K +$29K +100 +7%
JCM
4058
Jag Capital Management
Missouri
$427K +$290 +1 +0.1%
PFG
4059
Pinnacle Financial Group
Illinois
$427K +$18.6K +64 +5%
RK
4060
Rather & Kittrell
Tennessee
$427K +$9.28K +32 +2%
HPC
4061
Hobart Private Capital
North Carolina
$427K +$427K +1,473 New
PPH
4062
Pure Portfolios Holdings
Oregon
$426K +$60.6K +209 +17%
MFS
4063
Madrona Financial Services
Washington
$426K +$56.3K +194 +15%
NRW
4064
Nova R Wealth
Kansas
$424K -$70.8K -244 -14%
FA
4065
Freestate Advisors
Kansas
$423K +$580 +2 +0.1%
TWM
4066
Trevian Wealth Management
Massachusetts
$423K +$8.7K +30 +2%
UFA
4067
Uptown Financial Advisors
Texas
$423K – – –
IPA
4068
Investment Planning Advisors
Georgia
$423K +$53.6K +185 +15%
LF
4069
Lighthouse Financial
Florida
$422K – – –
PIWA
4070
Prevail Innovative Wealth Advisors
Kansas
$421K +$54.2K +187 +15%
FFC
4071
Frederick Financial Consultants
Maryland
$420K +$20.3K +70 +5%
AWM
4072
Able Wealth Management
New Jersey
$418K +$15.4K +53 +4%
MIM
4073
Marshall Investment Management
Colorado
$418K -$3.77M -12,991 -90%
CFP
4074
Cypress Financial Planning
New Jersey
$417K +$3.77K +13 +0.9%
HWMT
4075
Heritage Wealth Management (Texas)
Texas
$416K +$3.77K +13 +0.9%
161 162
163
164 165