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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 %
HFF
4201
Halter Ferguson Financial
Indiana
$346K +$21.7K +75 +7%
WN
4202
Williams & Novak
California
$346K -$29K -100 -8%
OBWP
4203
O'Brien Wealth Partners
Massachusetts
$346K +$3.19K +11 +0.9%
RRWA
4204
Rainey & Randall Wealth Advisors
Florida
$346K +$580 +2 +0.2%
CWMA
4205
Capstone Wealth Management (Alabama)
Alabama
$345K – – –
TPF
4206
Tribridge Partners Financial
Maryland
$345K +$345K +1,191 New
CCM
4207
Cutler Capital Management
Massachusetts
$344K -$35.4K -122 -9%
QCIG
4208
Quad-Cities Investment Group
Iowa
$343K -$3.19K -11 -0.9%
HSWM
4209
Hubbell Strickland Wealth Management
Louisiana
$343K +$1.16K +4 +0.3%
BFA
4210
Brown Financial Advisory
Alabama
$343K +$76.8K +265 +29%
PC
4211
Prairiewood Capital
North Dakota
$342K +$19.7K +68 +6%
FAC
4212
Financial Advisory Corporation
Michigan
$341K +$580 +2 +0.2%
LSWP
4213
Liberty Square Wealth Partners
Pennsylvania
$341K – – –
IWP
4214
IAG Wealth Partners
Wisconsin
$341K – – –
BIM
4215
Bullseye Investment Management
Ohio
$341K – – –
CPA
4216
Clear Point Advisors
New York
$340K +$870 +3 +0.3%
CMS
4217
Capital Market Strategies
Florida
$339K +$22.3K +77 +7%
SAM
4218
Satovsky Asset Management
New York
$339K +$6.67K +23 +2%
CWM
4219
Concentrum Wealth Management
California
$339K +$47K +162 +16%
AAS
4220
Asset Allocation Strategies
Michigan
$338K +$580 +2 +0.2%
CWMS
4221
Cannon Wealth Management Services
North Carolina
$338K +$869 +3 +0.3%
VFIC
4222
Valley Forge Investment Consultants
Pennsylvania
$337K +$146K +503 +76%
BPW
4223
BLVD Private Wealth
Kentucky
$337K +$337K +1,164 New
AWA
4224
Alaska Wealth Advisors
Alaska
$337K +$337K +1,163 New
LPP
4225
Life Planning Partners
Florida
$337K +$29K +100 +9%
167 168
169
170 171