JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

4,637 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, 1,983 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,637
Holders Change
+44
Holders Change %
+0.96%
% 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
1,983
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 %
AFS
4251
AFG Fiduciary Services
Massachusetts
$322K – – –
Eagle Capital Management (New York)
4252
Eagle Capital Management (New York)
New York
$322K -$92.8K -320 -22%
NA
4253
Nautilus Advisors
California
$321K +$580 +2 +0.2%
WF
4254
Warner Financial
Maryland
$321K – – –
AWP
4255
Astra Wealth Partners
New Jersey
$321K +$44.1K +152 +16%
UOTTAIMCU
4256
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$320K – – –
AA
4257
ACT Advisors
North Carolina
$320K +$35.4K +122 +12%
TFA
4258
TPG Financial Advisors
Oregon
$319K -$290 -1 -0.1%
ECAM
4259
East Coast Asset Management
Massachusetts
$319K – – –
ZAM
4260
Zevin Asset Management
Massachusetts
$318K +$13.6K +47 +4%
MPM
4261
MBB Public Markets
Illinois
$318K -$71K -245 -18%
WH
4262
Whitcomb & Hess
Ohio
$317K -$56.8K -196 -15%
TCM
4263
TD Capital Management
Tennessee
$317K +$122K +421 +63%
MPW
4264
MA Private Wealth
California
$317K – – –
SFM
4265
Stack Financial Management
Montana
$316K – – –
PWM
4266
Parkshore Wealth Management
California
$316K – – –
MFA
4267
McClarren Financial Advisors
Pennsylvania
$316K -$18.3K -63 -5%
IHWM
4268
Iron Horse Wealth Management
Iowa
$316K -$50.7K -175 -14%
NERM
4269
New England Research & Management
Illinois
$316K +$6.96K +24 +2%
RH
4270
RFG Holdings
Texas
$316K +$37.4K +129 +13%
LWA
4271
LifeGoal Wealth Advisors
New York
$315K +$315K +1,088 New
SA
4272
Skyline Advisors
Washington
$315K -$8.12K -28 -3%
VI
4273
VanderPol Investments
Michigan
$313K -$12.2K -42 -4%
DFG
4274
Demars Financial Group
Washington
$313K +$313K +1,078 New
NOI
4275
Newton One Investments
Delaware
$312K +$1.74K +6 +0.6%
169 170
171
172 173