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 %
EWA
4376
Elevate Wealth Advisory
Georgia
$267K +$22.6K +78 +9%
FS
4377
Ferguson Shapiro
Georgia
$267K -$3.77K -13 -1%
FI
4378
FWG Investments
Kentucky
$267K +$267K +921 New
CMMS
4379
Comprehensive Money Management Services
Florida
$266K -$12.2K -42 -4%
WIP
4380
WealthCare Investment Partners
Rhode Island
$266K -$5.63K -19 -2%
CQWA
4381
Chokshi & Queen Wealth Advisors
California
$265K +$5.8K +20 +2%
AAM
4382
Ameraudi Asset Management
New York
$264K – – –
RIM
4383
Reliant Investment Management
Tennessee
$264K -$45.5K -157 -15%
AC
4384
Attessa Capital
Arizona
$264K – – –
HCRE
4385
Hoya Capital Real Estate
Connecticut
$264K – – –
RWS
4386
Rochester Wealth Strategies
Michigan
$264K +$264K +909 New
AFG
4387
Altiora Financial Group
Ohio
$263K – – –
HSWS
4388
Higgins & Schmidt Wealth Strategies
Colorado
$263K – – –
GCM
4389
Gator Capital Management
Florida
$262K – – –
GC
4390
GFG Capital
Florida
$261K -$782K -2,697 -75%
VC
4391
Vestor Capital
Illinois
$261K -$30.8M -150,492 -99%
TCOK
4392
Trust Company of Kansas
Kansas
$261K – – –
GBA
4393
Garrison Bradford & Associates
New York
$261K – – –
HC
4394
Headland Capital
South Carolina
$261K +$22.3K +77 +9%
CIC
4395
Chase Investment Counsel
Virginia
$260K -$17.4K -60 -6%
GK
4396
Graney & King
New York
$259K +$18K +62 +7%
DC
4397
Dahring Cusmano
Michigan
$257K +$1.16K +4 +0.5%
CWM
4398
CMH Wealth Management
New Hampshire
$256K -$14.5K -50 -5%
IP
4399
Integras Partners
Georgia
$256K – – –
CP
4400
Capital Planning
Washington
$256K -$331K -1,143 -56%
174 175
176
177 178