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 %
NOI
4276
Newton One Investments
Delaware
$312K +$1.74K +6 +0.6%
STFP
4277
Signal Tree Financial Partners
Ohio
$311K -$9.57K -33 -3%
CC
4278
Capstone Capital
Nevada
$311K – – –
AFO
4279
Arrowroot Family Office
California
$310K +$310K +1,069 New
EP
4280
EPIQ Partners
Minnesota
$310K – – –
4WM
4281
4J Wealth Management
Virginia
$310K +$1.45K +5 +0.5%
BBNB
4282
Baker Boyer National Bank
Washington
$309K – – –
TPCM
4283
Templeton & Phillips Capital Management
Tennessee
$309K – – –
PA
4284
Parkside Advisors
California
$308K – – –
SCM
4285
Sebold Capital Management
Illinois
$308K -$6.09K -21 -2%
LSC
4286
Lesa Sroufe & Co
Washington
$308K – – –
PI
4287
Pachira Investments
California
$307K +$60.3K +208 +24%
LL
4288
LPWM LLC
Minnesota
$307K – – –
PS
4289
Pinney & Scofield
Massachusetts
$307K +$14.2K +49 +5%
BA
4290
Bellwether Advisors
Nebraska
$306K -$7.54K -26 -2%
OWA
4291
ORBA Wealth Advisors
Illinois
$305K -$1.88M -6,488 -86%
CFM
4292
Comprehensive Financial Management
California
$305K – – –
BAS
4293
Brueske Advisory Services
Washington
$305K +$3.19K +11 +1%
WOSD
4294
WFA of San Diego
California
$304K +$304K +1,050 New
PP
4295
PFS Partners
New Jersey
$304K +$27.5K +95 +10%
PSP
4296
Pacific Sage Partners
Washington
$304K +$8.12K +28 +3%
MCIA
4297
Mountain Capital Investment Advisors
Colorado
$303K -$16.6K -57 -5%
SL
4298
SFM LLC
New Hampshire
$303K +$21.2K +73 +8%
CCA
4299
Conservest Capital Advisors
Pennsylvania
$303K +$32.5K +112 +12%
SHIM
4300
Stone House Investment Management
Pennsylvania
$303K -$77.7K -268 -20%
170 171
172
173 174