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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 %
SFA
4501
Seneca Financial Advisors
New York
$207K +$207K +713 New
NWM
4502
Navigoe Wealth Management
California
$206K – – –
EPAM
4503
Evelyn Partners Asset Management
$206K +$36.5K +126 +22%
CWA
4504
Cornerstone Wealth Advisors
Minnesota
$205K +$205K +707 New
PCM
4505
Penserra Capital Management
California
$205K +$139K +480 +211%
SA
4506
SRN Advisors
Pennsylvania
$204K -$906K -3,126 -82%
SCA
4507
Stuart Chaussee & Associates
California
$204K +$58K +200 +40%
TCM
4508
Traub Capital Management
Massachusetts
$204K +$204K +703 New
PFA
4509
Pettinga Financial Advisors
Indiana
$204K +$204K +703 New
MFF
4510
Michels Family Financial
Texas
$203K +$203K +700 New
VFG
4511
V2 Financial group
Illinois
$203K +$203K +700 New
FAM
4512
Forte Asset Management
New York
$203K +$203K +700 New
PD
4513
Planning Directions
Pennsylvania
$202K -$250K -862 -55%
MG
4514
Marex Group
$202K +$202K +698 New
PF
4515
Penney Financial
Texas
$202K +$202K +698 New
PFA
4516
Peak Financial Advisors
Colorado
$201K +$201K +695 New
CCM
4517
Colorado Capital Management
Colorado
$201K +$201K +693 New
AAMC
4518
Asset Allocation & Management Company
Illinois
$201K +$201K +695 New
GVCM
4519
Global View Capital Management
Wisconsin
$201K +$201K +692 New
BWG
4520
Beta Wealth Group
California
$201K -$65.8K -227 -25%
VWA
4521
Valued Wealth Advisors
Utah
$197K -$21.8K -75 -10%
WCM
4522
WealthTrak Capital Management
Virginia
$193K +$20.9K +72 +12%
BCM
4523
Basso Capital Management
Connecticut
$190K – – –
EA
4524
Evolution Advisers
Virginia
$188K – – –
DF
4525
DecisionPoint Financial
Arizona
$184K +$6.97K +24 +4%
179 180
181
182 183