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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 %
NL
26
Nuveen LLC
North Carolina
$4.51B -$187M -644,703 -4%
Fisher Asset Management
27
Fisher Asset Management
Washington
$4.46B -$868M -2,993,722 -16%
Raymond James Financial
28
Raymond James Financial
Florida
$4.21B -$25.8M -88,912 -0.6%
Barclays
29
Barclays
United Kingdom
$4.21B +$714M +2,462,177 +20%
Invesco
30
Invesco
Georgia
$4.16B +$168M +577,860 +4%
Franklin Resources
31
Franklin Resources
California
$3.77B -$68.5M -236,337 -2%
Deutsche Bank
32
Deutsche Bank
Germany
$2.89B -$285M -982,933 -9%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$2.62B +$59.3M +204,523 +2%
DZ Bank
34
DZ Bank
Germany
$2.18B +$22.2M +76,413 +1%
Boston Partners
35
Boston Partners
Massachusetts
$2.12B -$8.23M -28,388 -0.4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.11B +$58.8M +202,787 +3%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$2.02B -$152M -522,055 -7%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$1.97B +$16.2M +56,033 +0.8%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.96B -$9.82M -33,882 -0.5%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$1.88B +$170M +585,152 +10%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.81B +$43.8M +151,170 +2%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$1.66B -$108M -373,785 -6%
AllianceBernstein
43
AllianceBernstein
Tennessee
$1.63B +$39.2M +135,070 +2%
Citigroup
44
Citigroup
New York
$1.62B +$78.6M +271,024 +5%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.6B -$118M -405,978 -7%
Amundi
46
Amundi
France
$1.58B -$101M -345,982 -6%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$1.58B +$97.2M +335,218 +7%
Bessemer Group
48
Bessemer Group
New Jersey
$1.57B -$5.67M -19,548 -0.4%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$1.55B +$99.9M +344,668 +7%
Principal Financial Group
50
Principal Financial Group
Iowa
$1.54B -$27.1M -93,404 -2%
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