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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 %
MM
4701
MQS Management
New York
– -$572K -2,331 Closed
GCM
4702
Graham Capital Management
Connecticut
– -$549K -2,238 Closed
TCM
4703
Tassel Capital Management
North Carolina
– -$519K -2,114 Closed
NC
4704
NovaPoint Capital
Georgia
– -$518K -2,110 Closed
NRD
4705
Nebula Research & Development
New York
– -$496K -2,020 Closed
EWM
4706
Echo Wealth Management
Minnesota
– -$417K -1,700 Closed
HC
4707
Hendley & Co
Ohio
– -$368K -1,500 Closed
WI
4708
WBI Investments
New Jersey
– -$333K -1,358 Closed
BPWM
4709
Black Point Wealth Management
Florida
– -$333K -1,356 Closed
EC
4710
EntryPoint Capital
New York
– -$301K -1,228 Closed
FW
4711
Fidato Wealth
Ohio
– -$282K -1,149 Closed
TWP
4712
TFO Wealth Partners
Ohio
– -$265K -1,080 Closed
AIP
4713
Arrowpoint Investment Partners
Singapore
– -$263K -1,073 Closed
TFP
4714
Traction Financial Partners
Wyoming
– -$259K -1,057 Closed
WCF
4715
West Coast Financial
California
– -$237K -967 Closed
GSC
4716
Ground Swell Capital
South Carolina
– -$237K -965 Closed
EIP
4717
Ellis Investment Partners
Pennsylvania
– -$235K -958 Closed
CB
4718
Chris Bulman
California
– -$230K -938 Closed
BHWA
4719
Beacon Harbor Wealth Advisors
Virginia
– -$227K -926 Closed
TCTWM
4720
Three Cord True Wealth Management
Pennsylvania
– -$226K -920 Closed
UFF
4721
USA Financial Formulas
Michigan
– -$225K -918 Closed
DC
4722
Diametric Capital
Massachusetts
– -$225K -917 Closed
CIG
4723
CHB Investment Group
Pennsylvania
– -$215K -878 Closed
PFM
4724
Peak Financial Management
Massachusetts
– -$214K -872 Closed
SSWG
4725
Seven Springs Wealth Group
Tennessee
– -$213K -869 Closed
186 187 188
189
190