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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 %
AC
4351
Avant Capital
Louisiana
$277K +$1.45K +5 +0.5%
CMP
4352
Coston McIsaac & Partners
Maine
$277K -$82.1K -283 -23%
TF
4353
Theory Financial
Colorado
$277K +$2.96K +10 +1%
TCCM
4354
Timber Creek Capital Management
Massachusetts
$277K – – –
DWM
4355
Daner Wealth Management
Georgia
$277K +$277K +945 New
CCM
4356
Check Capital Management
California
$276K +$290 +1 +0.1%
LAS
4357
Lloyd Advisory Services
Georgia
$276K +$276K +952 New
CI
4358
Carroll Investors
South Carolina
$276K – – –
NFW
4359
Noble Family Wealth
Florida
$275K – – –
SFG
4360
Synergy Financial Group
California
$274K +$4.35K +15 +2%
AAM
4361
Austin Asset Management
Texas
$274K -$40.6K -140 -13%
CCM
4362
Cloud Capital Management
Washington
$273K +$120K +408 +78%
UI
4363
Unconventional Investor
New Hampshire
$273K -$16.2K -56 -6%
WWA
4364
Wealth Watch Advisors
Colorado
$272K +$44.9K +193 +20%
CWP
4365
Corepath Wealth Partners
Arizona
$272K – – –
TIA
4366
Tandem Investment Advisors
South Carolina
$271K -$83.6K -288 -24%
VF
4367
Vawter Financial
Ohio
$270K -$881K -3,040 -77%
SAM
4368
Synergy Asset Management
Washington
$270K +$270K +931 New
RWM
4369
Rialto Wealth Management
New York
$269K +$10.2K +35 +4%
SCP
4370
Stevens Capital Partners
Nebraska
$269K +$269K +921 New
RPA
4371
Rock Point Advisors
Vermont
$268K – – –
MFG
4372
Midwest Financial Group
Kansas
$268K +$1.16K +4 +0.4%
PWM
4373
PMG Wealth Management
Illinois
$268K +$268K +925 New
SCA
4374
Sander Capital Advisors
Washington
$268K – – –
AAS
4375
AdviceOne Advisory Services
Connecticut
$268K – – –
173 174
175
176 177