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JPMorgan Chase
JPM

Overview Fund Activity

4,640 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,984 increasing their positions, 1,965 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,640
Holders Change
+47
Holders Change %
+1.02%
% of All Funds
62.18%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.49%
New
245
Increased
1,984
Reduced
1,965
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 %
LWANC
501
Laurel Wealth Advisors (North Carolina)
North Carolina
$57.9M +$57.7M +16,727,530 +28,814%
BPCE
502
Bank Pictet & Cie (Europe)
Germany
$57.9M +$1.72M +5,917 +3%
MLL
503
Moody Lynn & Lieberson
Massachusetts
$57.7M +$627K +2,162 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
504
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$57.7M -$11.8M -40,731 -17%
LS
505
Livforsakringsbolaget Skandia
Sweden
$57.5M +$9.07M +31,300 +19%
HAG
506
HighPoint Advisor Group
Illinois
$57.3M -$329K -1,135 -0.6%
NIM
507
Nexus Investment Management
Ontario, Canada
$57.2M -$349K -1,203 -0.6%
NIM
508
Northeast Investment Management
Massachusetts
$57.2M -$802K -2,765 -1%
HWM
509
HB Wealth Management
Georgia
$57.2M -$6.37M -21,978 -10%
MCM
510
Marsico Capital Management
Colorado
$57.1M +$7.39M +25,491 +15%
KRS
511
Kentucky Retirement Systems
Kentucky
$56.6M +$990K +3,416 +2%
Two Sigma Investments
512
Two Sigma Investments
New York
$56.4M +$52.3M +180,383 +1,262%
VF
513
Vest Financial
Virginia
$56.4M +$3.05M +10,525 +6%
MWM
514
Meridian Wealth Management
Kentucky
$56.4M +$170K +586 +0.3%
WBG
515
Wharton Business Group
Pennsylvania
$56.3M -$6.07M -20,965 -10%
IMRF
516
Illinois Municipal Retirement Fund
Illinois
$56M -$3.97M -13,696 -7%
FNBT
517
FineMark National Bank & Trust
Florida
$55.9M +$14M +48,314 +33%
MSU
518
Mizuho Securities USA
New York
$55.7M -$9.22M -31,818 -14%
DJSG
519
D.J. St. Germain
Massachusetts
$55.6M +$2.33M +8,026 +4%
MCM
520
Maple Capital Management
Vermont
$55.6M -$694K -2,394 -1%
Lazard Asset Management
521
Lazard Asset Management
New York
$55.4M -$688K -2,374 -1%
TS
522
Triglav Skladi
Slovenia
$55.4M +$1.43M +4,918 +3%
Holocene Advisors
523
Holocene Advisors
New York
$55.1M +$33.7M +116,278 +157%
IG
524
ING Group
Netherlands
$54.9M +$12.8M +43,988 +30%
BSA
525
Braun Stacey Associates
New York
$54.6M -$359K -1,240 -0.7%
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