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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 %
First Manhattan
401
First Manhattan
New York
$85.1M -$2.54M -8,766 -3%
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$84.3M -$2.21M -7,640 -3%
MCI
403
McDonald Capital Investors
California
$84M +$15M +51,807 +22%
ATC
404
Argent Trust Co
Tennessee
$83.6M +$31.6K +109 +0%
TI
405
Tidal Investments
Wisconsin
$83.1M +$7.17M +24,715 +9%
AAP
406
Aristotle Atlantic Partners
Florida
$83M -$1.83M -6,313 -2%
WG
407
Welch Group
Alabama
$82.8M +$402K +1,386 +0.5%
BHC
408
Bowen Hanes & Co
Florida
$81.7M +$1.29M +4,450 +2%
SCP
409
Seizert Capital Partners
Michigan
$80.9M +$286K +985 +0.4%
SAM
410
Silvercrest Asset Management
New York
$79.1M +$1.34M +4,620 +2%
RCM
411
RNC Capital Management
California
$78.8M -$128K -441 -0.2%
TAM
412
Tocqueville Asset Management
New York
$78M -$2.56M -8,842 -3%
Dodge & Cox
413
Dodge & Cox
California
$77.6M -$2.71M -9,340 -3%
IMCOOI
414
Investment Management Corp of Ontario (IMCO)
Canada
$77.3M -$27.4M -94,643 -26%
LMIM
415
Lockheed Martin Investment Management
Maryland
$77.1M -$18.8M -64,990 -20%
NSIM
416
North Star Investment Management
Illinois
$77M +$580 +2 +0%
DWP
417
Daymark Wealth Partners
Ohio
$77M +$3.56M +12,274 +5%
CA
418
Clearstead Advisors
Ohio
$76.6M +$3.31M +11,416 +5%
CWM
419
Congress Wealth Management
Massachusetts
$76.5M +$6.08M +20,959 +9%
GC
420
Guggenheim Capital
Illinois
$76.1M +$522K +1,802 +0.7%
AS
421
Aware Super
Australia
$75M +$544K +1,876 +0.7%
VLKIM
422
Van Lanschot Kempen Investment Management
Netherlands
$74.8M -$2.32M -8,003 -3%
RMA
423
Roffman Miller Associates
Pennsylvania
$74.6M -$668K -2,305 -0.9%
IGAM
424
iA Global Asset Management
Quebec, Canada
$74.1M -$14.5M -49,888 -16%
Envestnet Portfolio Solutions
425
Envestnet Portfolio Solutions
Illinois
$74M +$1.92M +6,634 +3%
15 16
17
18 19