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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 %
CSIC
526
Clifford Swan Investment Counsel
California
$54.4M -$1.37M -4,717 -2%
GI
527
Gradient Investments
Minnesota
$54.3M +$2.61K +9 +0%
IIM
528
INTECH Investment Management
Florida
$54M -$6.68M -23,049 -11%
NLGIA
529
Nippon Life Global Investors Americas
New York
$53.9M +$2.38M +8,200 +5%
IWC
530
Integrated Wealth Concepts
Massachusetts
$53.6M +$4.45M +15,354 +9%
FNT
531
First National Trust
Pennsylvania
$53.3M -$666K -2,297 -1%
HR
532
Howe & Rusling
New York
$53.2M -$201K -694 -0.4%
AWM
533
Apollon Wealth Management
South Carolina
$53M +$2.22M +7,664 +4%
ASN
534
Advisory Services Network
Georgia
$52.2M +$4.63M +15,625 +10%
GAM
535
Generali Asset Management
Italy
$52.1M -$11.7M -40,331 -18%
OAM
536
Ostrum Asset Management
France
$52M +$1.22M +4,224 +2%
GI
537
GAMCO Investors
Connecticut
$51.8M -$8.13M -28,053 -14%
AAIM
538
American Assets Investment Management
California
$51.5M – – –
DILIC
539
Dai-ichi Life Insurance Company
Japan
$51.5M +$4.63M +15,970 +10%
SBH
540
Segall Bryant & Hamill
Illinois
$51.2M +$3.67M +12,646 +8%
LFRG
541
Lazard Frères Gestion
France
$50.9M -$1.82M -6,286 -3%
SC
542
Savant Capital
Illinois
$50.8M +$2.74M +9,445 +6%
IAA
543
Independent Advisor Alliance
North Carolina
$50.3M -$3.41M -11,762 -6%
PR
544
Payden & Rygel
California
$50.3M – – –
CL
545
Choreo LLC
Illinois
$50.2M +$1.09M +3,764 +2%
EGA
546
Eagle Global Advisors
Texas
$50.2M -$602K -2,075 -1%
LCS
547
Levin Capital Strategies
New York
$50.2M -$713K -2,459 -1%
ECM
548
Estabrook Capital Management
New York
$50.2M -$1.09M -3,759 -2%
CB
549
Cooke & Bieler
Pennsylvania
$50M -$1.37M -4,717 -3%
CA
550
Cornerstone Advisors
North Carolina
$49.9M +$435K +1,500 +0.9%
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