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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 %
ACM
4426
Alamar Capital Management
California
$241K – – –
BF
4427
Bonfire Financial
Colorado
$240K +$290 +1 +0.1%
MFA
4428
Millington Financial Advisors
Illinois
$240K +$240K +809 New
JWM
4429
Jacksonville Wealth Management
Florida
$240K +$240K +827 New
CDWM
4430
Campbell Deegan Wealth Management
Virginia
$239K +$1.16K +4 +0.5%
MAMG
4431
Milestone Asset Management Group
Connecticut
$239K -$7.54K -26 -3%
SP
4432
Sequent Planning
Nebraska
$238K +$238K +821 New
LFS
4433
Littlejohn Financial Services
Oregon
$238K +$238K +820 New
FA
4434
Financial Avengers
California
$237K +$870 +3 +0.4%
FCMC
4435
Founders Capital Management (Connecticut)
Connecticut
$237K – – –
NHFG
4436
New Harbor Financial Group
Massachusetts
$236K +$236K +815 New
BFG
4437
Baron Financial Group
New Jersey
$236K +$236K +815 New
AWA
4438
Archvest Wealth Advisors
California
$235K +$235K +812 New
BWM
4439
Brickley Wealth Management
California
$235K +$235K +811 New
EI
4440
eCIO Inc
Wisconsin
$235K -$1.45K -5 -0.6%
CAM
4441
Cobblestone Asset Management
Virginia
$233K +$233K +804 New
SWM
4442
Schwallier Wealth Management
Michigan
$233K +$233K +804 New
PPW
4443
PACK Private Wealth
Minnesota
$233K +$233K +803 New
TCM
4444
Tran Capital Management
California
$232K +$232K +801 New
CCA
4445
Corps Capital Advisors
Texas
$232K +$232K +801 New
1NWS
4446
1 North Wealth Services
Maryland
$232K – – –
RA
4447
RiverTree Advisors
Florida
$232K +$232K +800 New
OWCM
4448
One Wealth Capital Management
Arizona
$232K +$232K +799 New
SPA
4449
Sentinel Pension Advisors
Massachusetts
$231K +$231K +798 New
SF
4450
Schaeffer Financial
Maryland
$231K +$231K +798 New
176 177
178
179 180