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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 %
PPA
4551
Painted Porch Advisors
California
$125K -$2.9K -10 -2%
MSG
4552
Main Street Group
Virginia
$124K -$11.6K -40 -9%
IWM
4553
Inlight Wealth Management
Georgia
$124K – – –
NCM
4554
Northwest Capital Management
Oregon
$122K -$10.7K -37 -8%
TWD
4555
True Wealth Design
Ohio
$120K +$6.67K +23 +6%
RTL
4556
Red Tortoise LLC
Georgia
$119K +$290 +1 +0.2%
DPW
4557
DiNuzzo Private Wealth
Pennsylvania
$118K +$870 +3 +0.7%
FCG
4558
Financial Connections Group
California
$116K +$17.3K +60 +17%
MAM
4559
Marquette Asset Management
Minnesota
$116K – – –
LWMI
4560
Legacy Wealth Management (Idaho)
Idaho
$115K +$44.7K +154 +64%
LIS
4561
Legacy Investment Solutions
Idaho
$115K +$115K +396 New
PP
4562
Pingora Partners
Wyoming
$115K – – –
MAWAG
4563
Mid-American Wealth Advisory Group
Missouri
$114K +$114K +393 New
FGC
4564
Financial Gravity Companies
Texas
$106K +$106K +365 New
KG
4565
Kilter Group
New York
$99.2K +$99.2K +342 New
CWM
4566
Copia Wealth Management
Oregon
$98.9K +$2.03K +7 +2%
BFS
4567
Bare Financial Services
Pennsylvania
$96K +$30.7K +106 +47%
RF
4568
Robbins Farley
New Hampshire
$93.6K -$6.67K -23 -7%
RWS
4569
Retirement Wealth Solutions
Wisconsin
$90.8K – – –
SFCL
4570
Strengthening Families & Communities LLC
Massachusetts
$90.7K -$21.2K -73 -19%
KPP
4571
Kings Path Partners
Texas
$90.2K – – –
ACM
4572
Anfield Capital Management
California
$88.1K +$1.74K +6 +2%
MC
4573
Montag & Caldwell
Georgia
$87K – – –
TIAAOA
4574
Teachers Insurance & Annuity Association of America
New York
$87K +$87K +300 New
HHGA
4575
Halbert Hargrove Global Advisors
California
$84.9K -$7.54K -26 -8%
181 182
183
184 185