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 %
CSIA
4226
Conrad Siegel Investment Advisors
Pennsylvania
$337K -$6.67K -23 -2%
STCOSD
4227
Sageworth Trust Company of South Dakota
South Dakota
$336K – – –
WFP
4228
Wrenne Financial Planning
Kentucky
$336K -$11K -38 -3%
SWP
4229
Significant Wealth Partners
Illinois
$335K -$2.9K -10 -0.9%
MSWA
4230
Marshall & Sterling Wealth Advisors
New York
$334K -$3.18K -11 -0.9%
SCB
4231
Saudi Central Bank
Saudi Arabia
$333K +$12.2K +42 +4%
WFA
4232
Websterrogers Financial Advisors
South Carolina
$333K – – –
WPWM
4233
Western Pacific Wealth Management
Illinois
$332K -$49.3K -170 -13%
FCM
4234
Family Capital Management
Michigan
$332K -$26.4K -91 -7%
RI
4235
Rinkey Investments
California
$332K +$332K +1,144 New
JWM
4236
JDH Wealth Management
California
$331K +$3.48K +12 +1%
HI
4237
Human Investing
Oregon
$330K +$870 +3 +0.3%
DI
4238
Disciplined Investments
Oklahoma
$329K -$11K -38 -3%
OCFG
4239
O'Connor Financial Group
Illinois
$329K +$12.4K +42 +4%
CIA
4240
Caerus Investment Advisors
Texas
$328K – – –
LPFG
4241
Landing Point Financial Group
Ohio
$328K +$13K +45 +4%
CA
4242
Claris Advisors
Missouri
$327K -$380K -1,311 -54%
IAA
4243
Ironsides Asset Advisors
North Carolina
$327K +$27.6K +95 +9%
OWM
4244
Orgel Wealth Management
Wisconsin
$326K +$3.19K +11 +1%
LAM
4245
Lifestyle Asset Management
Texas
$324K +$29K +100 +10%
RL
4246
Retireful LLC
Michigan
$323K -$47.3K -163 -13%
AAM
4247
Auxier Asset Management
Oregon
$323K – – –
UWM
4248
USAdvisors Wealth Management
Minnesota
$323K -$33.1K -114 -9%
SCM
4249
Stonehearth Capital Management
Massachusetts
$323K – – –
JSA
4250
Jim Saulnier & Associates
Colorado
$323K +$580 +2 +0.2%
168 169
170
171 172