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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 %
EIA
4326
Eastover Investment Advisors
North Carolina
$288K +$45.8K +158 +19%
AWM
4327
AAF Wealth Management
Massachusetts
$287K -$22.9K -79 -7%
KRW
4328
Kaufman Rossin Wealth
Florida
$286K +$22.9K +79 +9%
HWM
4329
HRC Wealth Management
Idaho
$286K +$290 +1 +0.1%
W
4330
WealthCollab
Washington
$286K – – –
NA
4331
Novus Advisors
South Carolina
$286K -$29.3K -101 -9%
BCAM
4332
Boston Common Asset Management
Massachusetts
$285K – – –
GJIA
4333
Glass Jacobson Investment Advisors
Maryland
$284K +$220K +758 +341%
DQRIM
4334
Dale Q Rice Investment Management
Washington
$284K -$307K -1,075 -52%
MSFP
4335
Mark Sheptoff Financial Planning
Connecticut
$284K +$11K +38 +4%
GAM
4336
GEM Asset Management
Michigan
$283K +$18.7K +64 +7%
SIM
4337
Sims Investment Management
Ohio
$283K -$2.32K -8 -0.8%
FFW
4338
Fusion Family Wealth
New York
$282K +$290 +1 +0.1%
BWG
4339
Balanced Wealth Group
Ohio
$282K +$282K +952 New
FSCM
4340
Front Street Capital Management
Montana
$282K -$3.19K -11 -1%
VPWA
4341
Vestia Personal Wealth Advisors
Indiana
$282K +$18.3K +63 +7%
SWM
4342
Stonebridge Wealth Management
Illinois
$282K +$282K +971 New
IWB
4343
Innovative Wealth Building
Maryland
$280K +$6.38K +22 +2%
ACM
4344
Aurdan Capital Management
Pennsylvania
$280K +$14.5K +50 +5%
BZWA
4345
Blue Zone Wealth Advisors
California
$279K +$279K +963 New
NLWP
4346
Next Level Wealth Planning
Idaho
$279K +$290 +1 +0.1%
EFN
4347
Equita Financial Network
Pennsylvania
$279K -$227K -783 -45%
AFGAS
4348
Allegiance Financial Group Advisory Services
Virginia
$278K -$224K -772 -45%
PWA
4349
Prairie Wealth Advisors
Nebraska
$278K -$60K -207 -18%
MIM
4350
Macroview Investment Management
Maryland
$278K -$11K -38 -4%
172 173
174
175 176