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JPMorgan Chase
JPM

Overview Fund Activity

4,635 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, 1,982 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,635
Holders Change
+43
Holders Change %
+0.94%
% 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
1,982
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
$15.6B
2
Barclays
Barclays
United Kingdom
$4.21B
3
Capital Research Global Investors
Capital Research Global Investors
California
$6.81B
4
Viking Global Investors
Viking Global Investors
Connecticut
$1.17B
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$486M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$12.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$5.95B
3
Sanders Capital
Sanders Capital
Florida
$1.32B
4
Fisher Asset Management
Fisher Asset Management
Washington
$4.46B
5
Morgan Stanley
Morgan Stanley
New York
$19.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
MASUI
4651
MIRAE ASSET SECURITIES (USA) INC.
New York
– -$13.5M -55,140 Closed
EAM
4652
Exane Asset Management
France
– -$13M -49,243 Closed
TL
4653
Tradewinds LLC
North Carolina
– -$10.2M -41,489 Closed
PCIG
4654
Partners Capital Investment Group
Massachusetts
– -$9.83M -40,093 Closed
GC
4655
Globeflex Capital
California
– -$8.19M -33,400 Closed
CTC (Chicago Trading Company)
4656
CTC (Chicago Trading Company)
Illinois
– -$7.94M -32,364 Closed
QCM
4657
Qsemble Capital Management
New York
– -$6.67M -27,180 Closed
LA
4658
Legacy Advisors
Pennsylvania
– -$6.55M -26,697 Closed
WCM Investment Management
4659
WCM Investment Management
California
– -$6.19M -25,507 Closed
ACM
4660
Aquatic Capital Management
Illinois
– -$6.12M -24,955 Closed
AF
4661
Ally Financial
Michigan
– -$5.64M -23,000 Closed
GL
4662
Governors Lane
New York
– -$5.52M -22,500 Closed
DWM
4663
Dynasty Wealth Management
Florida
– -$5.25M -21,392 Closed
FTF
4664
Freedom Together Foundation
New York
– -$4.87M -19,855 Closed
MSE
4665
MUFG Securities EMEA
United Kingdom
– -$3.19M -12,999 Closed
CFM
4666
Catalyst Funds Management
Australia
– -$3.09M -12,600 Closed
QAM
4667
Q3 Asset Management
Michigan
– -$2.9M -11,815 Closed
SM
4668
Sciencast Management
New Jersey
– -$2.7M -11,012 Closed
FWM
4669
FSR Wealth Management
Illinois
– -$2.47M -10,076 Closed
MGM
4670
Miura Global Management
New York
– -$2.45M -10,000 Closed
LAM
4671
LECAP Asset Management
United Kingdom
– -$2.11M -8,595 Closed
TVAMP
4672
Tennessee Valley Asset Management Partners
Tennessee
– -$1.71M -6,974 Closed
MLM
4673
Mount Lucas Management
Pennsylvania
– -$1.61M -6,560 Closed
WLG
4674
Williamson Legacy Group
Indiana
– -$1.57M -6,403 Closed
APF
4675
Alaska Permanent Fund
Alaska
– -$1.55M -6,338 Closed
185 186
187
188 189