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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 %
BB
476
Busey Bank
Illinois
$63M -$1.02M -3,513 -2%
EF
477
Empowered Funds
Pennsylvania
$62.6M +$11.8M +40,569 +23%
BCI
478
Brinker Capital Investments
Pennsylvania
$62.5M +$3.92M +13,534 +7%
DWM
479
Destination Wealth Management
California
$62.3M -$1.66M -5,739 -3%
JAM
480
Jupiter Asset Management
United Kingdom
$62.2M +$2.45M +8,435 +4%
BIP
481
Brandes Investment Partners
California
$62M -$5.41M -18,645 -8%
TCOV
482
Trust Company of Vermont
Vermont
$61.4M -$153K -528 -0.2%
FL
483
FreeGulliver LLC
Louisiana
$61.1M -$151K -521 -0.2%
ISL
484
Ingalls & Snyder LLC
New York
$60.8M -$330K -1,140 -0.5%
SDJVC
485
St. Denis J. Villere & Co
Louisiana
$60.7M -$1.01M -3,469 -2%
CTB
486
Country Trust Bank
Illinois
$60.5M -$5.23M -18,034 -8%
BAAM
487
Baker Avenue Asset Management
California
$60.3M -$1.31M -4,513 -2%
A
488
Allianz
Germany
$60.3M -$752K -2,593 -1%
AP
489
Americana Partners
Texas
$59.8M +$737K +2,541 +1%
HCMG
490
Howard Capital Management Group
California
$59.7M -$709K -2,445 -1%
Impax Asset Management Group
491
Impax Asset Management Group
United Kingdom
$59.3M +$6.88M +23,715 +13%
MCM
492
Mill Capital Management
North Carolina
$59.2M -$1.18M -4,055 -2%
SWP
493
Stratos Wealth Partners
Ohio
$59.2M +$1.22M +4,211 +2%
HIMC
494
Heritage Investors Management Corp
Maryland
$59.1M -$1.24M -4,265 -2%
PWP
495
Perfromance Wealth Partners
Illinois
$59M +$1.17M +4,036 +2%
EH
496
Equitable Holdings
New York
$58.7M +$3.9M +13,446 +7%
KIA
497
KCM Investment Advisors
California
$58.1M +$5.5M +18,969 +10%
OC
498
Oakworth Capital
Alabama
$58.1M +$449K +1,550 +0.8%
CI
499
Cambiar Investors
Colorado
$58M -$1.55M -5,339 -3%
KFC
500
Klingenstein Fields & Co
New York
$58M -$1.6M -5,509 -3%
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