JPM icon

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 %
EC
4126
Eaton-Cambridge
Arizona
$391K +$17.7K +61 +5%
KWA
4127
Kondo Wealth Advisors
California
$390K -$2.32K -8 -0.6%
NQWM
4128
Northwest Quadrant Wealth Management
Oregon
$390K +$1.74K +6 +0.4%
HIM
4129
Harbour Investment Management
Washington
$390K – – –
PFP
4130
Paragon Financial Partners
California
$389K +$290 +1 +0.1%
JFG
4131
JMG Financial Group
Illinois
$389K +$389K +1,341 New
GRA
4132
Golden Road Advisors
Florida
$389K +$19.1K +66 +5%
BI
4133
Ballast Inc
Kentucky
$388K -$3.75M -12,952 -91%
JPLA
4134
Joseph P. Lucia & Associates
New York
$388K – – –
ACP
4135
Arcus Capital Partners
Georgia
$388K -$5.8K -20 -1%
CIAS
4136
CBIZ Investment Advisory Services
Ohio
$386K -$9.57K -33 -2%
CWA
4137
Clarus Wealth Advisors
Arizona
$386K -$33.7K -119 -8%
TWM
4138
Tumwater Wealth Management
Idaho
$385K – – –
WCP
4139
Wick Capital Partners
Pennsylvania
$383K +$313K +5,667 +441%
ZRP
4140
Zynergy Retirement Planning
New Jersey
$383K +$38.3K +132 +11%
VR
4141
Valued Retirements
Texas
$382K -$16.5K -57 -4%
ST
4142
Sageworth Trust
Pennsylvania
$382K -$120K -414 -24%
QP
4143
Quartz Partners
New York
$381K +$53.1K +183 +16%
HC
4144
Hoese & Co
Minnesota
$380K +$43.5K +150 +13%
PTCG
4145
Pring Turner Capital Group
California
$378K – – –
PPWM
4146
Perissos Private Wealth Management
Oklahoma
$378K -$4.35K -15 -1%
RFN
4147
Redwood Financial Network
Ohio
$377K -$46.4K -160 -11%
PCC
4148
Park Circle Company
Maryland
$377K – – –
DWM
4149
David Wealth Management
Virginia
$377K +$3.48K +12 +0.9%
IWS
4150
Integrity Wealth Solutions
Colorado
$377K +$580 +2 +0.2%
164 165
166
167 168