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JPMorgan Chase
JPM

Overview Fund Activity

4,636 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
4,636
Holders Change
+44
Holders Change %
+0.96%
% of All Funds
62.16%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.5%
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 %
FPTW
4476
Franklin, Parlapiano, Turner & Welch
Texas
$215K +$215K +741 New
RC
4477
Rahlfs Capital
Texas
$214K -$29K -100 -12%
TF
4478
TME Financial
California
$214K +$214K +737 New
WAM
4479
WFA Asset Management
Wisconsin
$213K -$33K -163 -13%
UW
4480
Unique Wealth
Florida
$213K +$213K +733 New
CPW
4481
Crestmont Private Wealth
Texas
$212K +$212K +732 New
OFG
4482
Opulen Financial Group
Virginia
$212K +$212K +730 New
LWM
4483
Luminvest Wealth Management
Arizona
$211K +$211K +728 New
WWA
4484
Wingate Wealth Advisors
Massachusetts
$210K +$210K +726 New
CIM
4485
Confluence Investment Management
Missouri
$210K -$35.9K -124 -15%
RW
4486
REDW Wealth
New Mexico
$210K +$210K +723 New
T
4487
Tidemark
California
$210K +$3.48K +12 +2%
MFS
4488
Miller Financial Services
Michigan
$209K +$209K +723 New
WA
4489
WPG Advisers
Maryland
$209K -$8.12K -28 -4%
GPW
4490
Gray Private Wealth
Massachusetts
$209K +$209K +721 New
SA
4491
Sage Advisors
Colorado
$209K +$209K +719 New
BFP
4492
Briaud Financial Planning
Texas
$208K +$4.34K +15 +2%
SB
4493
Semitam Bonam
New York
$208K +$208K +717 New
OWM
4494
Opes Wealth Management
California
$208K -$123K -423 -37%
RIG
4495
Renaissance Investment Group
Massachusetts
$208K +$208K +716 New
PWA
4496
PCG Wealth Advisors
Kansas
$207K -$60.6K -209 -23%
MAV
4497
Mason & Associates (Virginia)
Virginia
$207K +$207K +715 New
AWP
4498
Accretive Wealth Partners
New Jersey
$207K +$207K +714 New
BHWM
4499
Bay Harbor Wealth Management
Maryland
$207K +$38.3K +132 +23%
SFA
4500
Seneca Financial Advisors
New York
$207K +$207K +713 New
178 179
180
181 182