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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 %
AWM
4151
Austin Wealth Management
Texas
$377K -$1.48K -5 -0.4%
CFP
4152
Curran Financial Partners
South Carolina
$375K +$61.1K +211 +19%
GWA
4153
Geometric Wealth Advisors
District of Columbia
$374K +$20.3K +70 +6%
DF
4154
Dunhill Financial
United Kingdom
$374K +$199K +708 +113%
SCM
4155
Sage Capital Management
New Jersey
$373K +$1.45K +5 +0.4%
D
4156
Dentgroup
Louisiana
$373K +$580 +2 +0.2%
KFG
4157
Kelly Financial Group
Connecticut
$373K +$24.4K +84 +7%
FWA
4158
FOCUS Wealth Advisors
Texas
$373K -$20K -69 -5%
CWA
4159
Continuum Wealth Advisors
New York
$372K – – –
BBW
4160
Blue Barn Wealth
Utah
$371K +$99.7K +344 +37%
EW
4161
Enzi Wealth
Texas
$371K +$287 +1 +0.1%
AFAS
4162
Acorn Financial Advisory Services
Virginia
$371K -$3.77K -13 -1%
CA
4163
Crane Advisory
California
$370K – – –
GWSA
4164
Global Wealth Strategies & Associates
Colorado
$370K +$4.06K +14 +1%
VWM
4165
Verus Wealth Management
Wisconsin
$370K – – –
PSC
4166
Prentiss Smith & Co
Vermont
$368K – – –
FWM
4167
FMB Wealth Management
California
$368K +$7.25K +25 +2%
B
4168
Bellecapital
Switzerland
$366K – – –
RCM
4169
Richardson Capital Management
Wisconsin
$366K -$1.45K -5 -0.4%
LGW
4170
Leslie Global Wealth
Illinois
$365K +$23.2K +80 +7%
MLFP
4171
MPS Loria Financial Planners
Illinois
$365K +$870 +3 +0.2%
KLI
4172
Kelman-Lazarov Inc
Tennessee
$364K +$52.8K +182 +17%
AP
4173
Aspect Partners
Virginia
$364K +$15.9K +55 +5%
CPA
4174
Cathy Pareto & Associates
Florida
$364K -$58.6K -202 -14%
VMMC
4175
V.M. Manning & Co
South Carolina
$363K +$363K +1,201 New
165 166
167
168 169