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JPMorgan Chase
JPM

Overview Fund Activity

4,638 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, 1,984 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,638
Holders Change
+45
Holders Change %
+0.98%
% 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
1,984
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 %
ACM
451
Argent Capital Management
Missouri
$67.9M +$1.9M +6,556 +3%
EPIM
452
Evelyn Partners Investment Management
$67.5M +$12.1M +38,611 +22%
ZIC
453
ZWJ Investment Counsel
Georgia
$67.4M -$1.37M -4,729 -2%
WIA
454
World Investment Advisors
California
$67.1M +$6.79M +23,437 +11%
JIC
455
Johnson Investment Counsel
Ohio
$66.8M +$1.49M +5,146 +2%
MHI
456
Miller Howard Investments
New York
$66.7M +$128K +443 +0.2%
CIA
457
Capital Investment Advisors
Georgia
$66.5M +$1.51M +5,220 +2%
CVA
458
Ceredex Value Advisors
Florida
$66.2M -$3.9M -13,469 -6%
SC
459
Sculptor Capital
New York
$66.2M – – –
NIM
460
NEOS Investment Management
Connecticut
$66.1M +$11.5M +39,682 +21%
SIC
461
Salem Investment Counselors
North Carolina
$66.1M -$52.5K -181 -0.1%
MWM
462
Modera Wealth Management
New Jersey
$65.7M -$756K -2,609 -1%
WT
463
Washington Trust
Rhode Island
$65.3M +$1.3M +4,471 +2%
CCM
464
Chilton Capital Management
Texas
$65.2M +$4.8M +16,550 +8%
NAM
465
NorthCrest Asset Manangement
Minnesota
$65.1M +$347K +1,173 +0.5%
EMPI
466
Elo Mutual Pension Insurance
Finland
$65.1M +$27.8M +95,909 +74%
MSR
467
Main Street Research
Connecticut
$65M +$1.63M +5,611 +3%
RIG
468
RiverFront Investment Group
Virginia
$64.8M +$16.9M +58,354 +35%
MCM
469
Moore Capital Management
New York
$64.8M +$52.2M +180,189 +417%
GKIM
470
GW&K Investment Management
Massachusetts
$64.5M +$6.76M +23,312 +12%
PFS
471
Prospera Financial Services
Texas
$64.5M +$12.7M +43,700 +24%
WA
472
Waverly Advisors
Alabama
$64.3M +$1.06M +3,661 +2%
CIC
473
Crawford Investment Counsel
Georgia
$64.1M -$5.11M -17,641 -7%
Hudson Bay Capital Management
474
Hudson Bay Capital Management
Connecticut
$64.1M +$28.6M +98,683 +81%
CA
475
CSM Advisors
Pennsylvania
$63.1M +$36.1M +124,546 +134%
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