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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 %
EMB
4451
Elefante Mark B
$231K +$231K +797 New
VWM
4452
Vermillion Wealth Management
Minnesota
$230K +$580 +2 +0.3%
SWAG
4453
Spectrum Wealth Advisory Group
California
$229K +$229K +791 New
LSL
4454
Legacy Solutions LLC
Pennsylvania
$229K +$229K +789 New
OFP
4455
OFC Financial Planning
New Jersey
$228K +$228K +788 New
WCM
4456
Wellington Capital Management
Maryland
$227K +$227K +784 New
NBWM
4457
North Berkeley Wealth Management
California
$226K +$226K +781 New
PAM
4458
PVG Asset Management
Colorado
$226K +$226K +780 New
SWA
4459
Sightline Wealth Advisors
Connecticut
$226K +$226K +779 New
FFS
4460
Fortress Financial Solutions
Arizona
$226K +$226K +779 New
EWM
4461
Elite Wealth Management
Washington
$224K +$224K +773 New
TA
4462
Teramo Advisors
Florida
$224K +$224K +772 New
NA
4463
Note Advisors
New York
$224K +$224K +771 New
DJYG
4464
David J. Yvars Group
Florida
$223K +$223K +768 New
PC
4465
Promus Capital
Illinois
$222K +$580 +2 +0.3%
OC
4466
Optima Capital
Oregon
$222K +$222K +764 New
NPAN
4467
Northeast Planning Associates NH
New Hampshire
$221K +$221K +764 New
IFA
4468
Independence Financial Advisors
New Hampshire
$219K +$219K +756 New
CISOA
4469
Capital Investment Services of America
Wisconsin
$218K -$22K -76 -9%
CEI
4470
Clark Estates Inc
New York
$217K +$217K +750 New
WCM
4471
Wealthcare Capital Management
Virginia
$217K -$175K -604 -45%
SWM
4472
SK Wealth Management
Rhode Island
$216K +$216K +764 New
RPCA
4473
Running Point Capital Advisors
California
$216K +$216K +746 New
HPA
4474
High Probability Advisors
New York
$215K +$215K +743 New
ACM
4475
Avos Capital Management
Washington
$215K +$215K +743 New
177 178
179
180 181