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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 %
HCP
4676
Hexagon Capital Partners
Arkansas
– -$1.5M -6,133 Closed
BCM
4677
Barden Capital Management
Texas
– -$1.48M -6,051 Closed
BCM
4678
Beaumont Capital Management
Massachusetts
– -$1.45M -5,900 Closed
USGIU
4679
U.S. Global Investors (USGI)
Texas
– -$1.35M -5,500 Closed
QC
4680
Quantessence Capital
New York
– -$1.33M -5,425 Closed
FFG
4681
Floyd Financial Group
Missouri
– -$1.31M -5,341 Closed
HFA
4682
Harbert Fund Advisors
Alabama
– -$1.23M -5,000 Closed
ACP
4683
Aveo Capital Partners
Colorado
– -$1.17M -4,703 Closed
CP
4684
Camelot Portfolios
Ohio
– -$1.15M -4,696 Closed
TFF
4685
The Family Firm
Maryland
– -$1.14M -4,648 Closed
CWC
4686
Carolinas Wealth Consulting
North Carolina
– -$1.13M -4,590 Closed
CCB
4687
Cutter & Co Brokerage
Missouri
– -$1.07M -4,356 Closed
CMTU
4688
Capital Markets Trading (UK)
United Kingdom
– -$1.05M -4,291 Closed
1C
4689
111 Capital
France
– -$1.02M -4,155 Closed
WA
4690
Win Advisors
Florida
– -$982K -4,004 Closed
EWA
4691
ERTS Wealth Advisors
Michigan
– -$962K -3,920 Closed
JSC
4692
Jackson Square Capital
California
– -$864K -3,524 Closed
AWM
4693
Altus Wealth Management
Kentucky
– -$827K -3,373 Closed
CM
4694
Capula Management
Cayman Islands
– -$748K -3,049 Closed
FTUS
4695
Flow Traders U.S.
New York
– -$742K -3,023 Closed
ECA
4696
Elevate Capital Advisors
Colorado
– -$741K -3,022 Closed
CFG
4697
Clayton Financial Group
Missouri
– -$715K -2,914 Closed
LCM
4698
Landscape Capital Management
New Jersey
– -$676K -2,754 Closed
KIM
4699
Kane Investment Management
California
– -$652K -2,660 Closed
RAM
4700
Readystate Asset Management
Illinois
– -$580K -2,366 Closed
186 187
188
189 190