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JPMorgan Chase
JPM

Overview Fund Activity

4,639 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, 1,965 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,639
Holders Change
+46
Holders Change %
+1%
% 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
244
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 %
AF
576
Aviso Financial
Ontario, Canada
$46M +$1.13M +3,881 +3%
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$46M -$1.67M -5,764 -4%
PAS
578
Park Avenue Securities
New York
$45.7M +$45.7M +157,589 New
PWP
579
Private Wealth Partners
California
$45.6M -$931K -3,212 -2%
MAM
580
Martingale Asset Management
Massachusetts
$45.4M -$6.34M -21,883 -12%
FMLI
581
Fukoku Mutual Life Insurance
Japan
$45.4M -$250K -861 -0.5%
AIM
582
Allen Investment Management
New York
$45.3M -$54.8K -189 -0.1%
MWM
583
Modern Wealth Management
Kansas
$45.2M -$232K -799 -0.5%
ACA
584
Anchor Capital Advisors
Massachusetts
$44.7M -$533K -1,837 -1%
HIP
585
HUB Investment Partners
Texas
$44.7M -$194K -669 -0.4%
BCP
586
Blue Chip Partners
Michigan
$44.6M -$4.08M -14,087 -8%
MFG
587
Merit Financial Group
Georgia
$43.9M +$11.6M +40,053 +36%
VFA
588
Valeo Financial Advisors
Indiana
$43.8M +$185K +741 +0.4%
PCM
589
Polaris Capital Management
Massachusetts
$43.7M -$2.96M -10,200 -6%
CS
590
Central Securities
New York
$43.5M -$2.9M -10,000 -6%
CIP
591
Cornerstone Investment Partners
Georgia
$43M +$82K +283 +0.2%
EDRH
592
Edmond de Rothschild Holding
Switzerland
$42.7M +$12.1M +41,689 +39%
RIL
593
Rothschild Investment LLC
Illinois
$42.6M -$612K -2,111 -1%
CAM
594
Carret Asset Management
New York
$42.6M -$146K -503 -0.3%
LSERS
595
Louisiana State Employees Retirement System
Louisiana
$42.5M -$1.1M -3,800 -3%
WAS
596
Wesleyan Assurance Society
United Kingdom
$42.5M – – –
FA
597
Fiduciary Alliance
South Carolina
$42.4M +$1.02M +3,516 +2%
CI
598
Conning Inc
Connecticut
$42.4M -$3.5M -12,081 -8%
MFAM
599
Motley Fool Asset Management
Virginia
$42.3M +$4.61M +15,910 +12%
FSA
600
Franklin Street Advisors
North Carolina
$42.2M -$1.11M -3,827 -3%
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