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JPMorgan Chase
JPM

Overview Fund Activity

4,638 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, 1,984 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,638
Holders Change
+45
Holders Change %
+0.98%
% 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
1,984
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 %
BIAS
426
Beacon Investment Advisory Services
New Jersey
$74M -$2.43M -8,375 -3%
Pacer Advisors
427
Pacer Advisors
Pennsylvania
$73.6M +$12.7M +43,837 +21%
MG
428
Markel Group
Virginia
$73.2M – – –
DWM
429
Dakota Wealth Management
Florida
$73.2M -$1.15M -3,969 -2%
MIFH
430
Migdal Insurance & Financial Holdings
Israel
$73M -$102K -352 -0.1%
CAG
431
Crestwood Advisors Group
Massachusetts
$72.8M -$212K -732 -0.3%
NC
432
Nicholas Company
Wisconsin
$72.5M -$2.4M -8,290 -3%
SCTC
433
Sanibel Captiva Trust Company
Florida
$72.4M -$143K -493 -0.2%
BBVA
434
Banco Bilbao Vizcaya Argentaria
Spain
$72.2M -$5.86M -20,200 -8%
BF
435
BOK Financial
Oklahoma
$72M +$406K +1,402 +0.6%
TAM
436
Todd Asset Management
Kentucky
$71.9M -$777K -2,679 -1%
Arrowstreet Capital
437
Arrowstreet Capital
Massachusetts
$71.6M +$64.2M +221,516 +873%
JEST
438
JTC Employer Solutions Trustee
Jersey
$71.5M -$17.6M -60,827 -20%
RBI
439
Raiffeisen Bank International
Austria
$71.5M -$822K -2,892 -1%
CS
440
Cannell & Spears
New York
$71.4M -$2.57M -8,877 -3%
FHA
441
First Horizon Advisors
Tennessee
$71.4M -$20K -69 -0%
KB
442
Kimelman & Baird
New York
$70.8M -$142K -491 -0.2%
DRZID
443
DePrince Race & Zollo Inc (DRZ)
Florida
$70.1M -$4.4M -15,175 -6%
CGH
444
Crossmark Global Holdings
Texas
$70M +$9.43M +32,514 +16%
OPERF
445
Oregon Public Employees Retirement Fund
Oregon
$69.7M +$19.4K +67 +0%
VVP
446
Venture Visionary Partners
Ohio
$69.2M +$1.97M +6,791 +3%
AI
447
Atria Investments
North Carolina
$69.1M -$2.7M -9,322 -4%
ADEF
448
Adams Diversified Equity Fund
Maryland
$69M – – –
PP
449
Prudential plc
United Kingdom
$68.9M +$11.7M +40,368 +20%
FWIA
450
Fort Washington Investment Advisors
Ohio
$68.8M +$1.27M +4,397 +2%
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