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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 %
RC
551
Randolph Company
Ohio
$49.6M +$210K +725 +0.4%
CTA
552
Chesley Taft & Associates
Illinois
$49.3M -$350K -1,208 -0.7%
WA
553
WestEnd Advisors
North Carolina
$49.1M -$6.71M -23,146 -12%
SSWM
554
Smith Salley Wealth Management
North Carolina
$49.1M +$1.13M +3,911 +2%
CTC
555
Central Trust Company
Missouri
$49M +$131K +453 +0.3%
CI
556
Capital International
California
$48.7M -$4.81M -16,577 -9%
HIMCH
557
Hartford Investment Management Co (HIMCO)
Connecticut
$48.6M -$838K -2,889 -2%
SC
558
SouthState Corp
Florida
$48.6M +$1.61M +5,555 +3%
LI
559
LMCG Investments
Massachusetts
$48.6M -$1.92M -6,625 -4%
DDPIC
560
Deroy & Devereaux Private Investment Counsel
Michigan
$48.5M -$1.12M -3,862 -2%
DCM
561
Discovery Capital Management
Connecticut
$48.4M +$48.4M +166,900 New
SF
562
Summit Financial
New Jersey
$48.3M +$12.5M +43,134 +35%
CTI
563
Community Trust & Investment
Kentucky
$48.2M -$738K -2,546 -2%
VIM
564
Vinva Investment Management
Australia
$48.2M +$12M +41,748 +33%
NB
565
Norinchukin Bank
Japan
$47.9M +$2.57M +8,872 +6%
DMC
566
Drexel Morgan & Co
Pennsylvania
$47.4M +$14.5M +50,000 +44%
B
567
Bailard
California
$47.3M +$3.63M +12,536 +8%
NP
568
NS Partners
United Kingdom
$47.2M -$4.07M -14,045 -8%
HCMT
569
Highland Capital Management (Tennessee)
Tennessee
$46.9M -$575K -1,984 -1%
PCIA
570
Prime Capital Investment Advisors
Kansas
$46.7M -$13.8M -47,472 -23%
NMIFOAC
571
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$46.6M – – –
JAFL
572
Jay A. Fishman Ltd
Michigan
$46.4M +$468K +1,615 +1%
MGP
573
Metis Global Partners
California
$46.2M -$5.12M -17,662 -10%
FIA
574
Foundations Investment Advisors
Arizona
$46.1M +$3.86M +13,329 +9%
MIM
575
Marco Investment Management
Georgia
$46.1M +$540K +1,864 +1%
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