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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 %
SAM
601
Securian Asset Management
Minnesota
$42.1M -$816K -2,816 -2%
GIBU
602
Gulf International Bank (UK)
United Kingdom
$41.8M -$5.01M -17,285 -11%
FFM
603
Fisher Funds Management
New Zealand
$41.8M -$2.22M -7,662 -5%
SCA
604
Snowden Capital Advisors
New York
$41.8M -$880K -3,036 -2%
WAM
605
Wilsey Asset Management
California
$41.7M -$62K -214 -0.1%
LBC
606
Lowe Brockenbrough & Co
Virginia
$41.6M -$597K -2,059 -1%
FCBT
607
First Citizens Bank & Trust
North Carolina
$41.5M +$2.6M +8,985 +7%
MAM
608
Madison Asset Management
Wisconsin
$41.5M -$3.02M -10,434 -7%
MIA
609
MMBG Investment Advisors
Florida
$41.5M -$495K -1,708 -1%
CC
610
Chicago Capital
Illinois
$41.2M +$24.2M +83,417 +142%
OCM
611
Osterweis Capital Management
California
$41.1M +$970K +3,345 +2%
PCM
612
Parsons Capital Management
Rhode Island
$40.7M -$29.3M -101,128 -42%
MAA
613
Matrix Asset Advisors
New York
$40.4M -$1.56M -5,378 -4%
VA
614
Vident Advisory
Georgia
$40.3M +$2.79M +9,634 +7%
LG
615
LaFleur & Godfrey
Michigan
$40.3M -$128K -442 -0.3%
LA
616
LBP AM
France
$40.1M +$4.89M +16,869 +14%
BHCM
617
Brevan Howard Capital Management
Jersey
$40M +$22.4M +77,221 +127%
KCM
618
Kanawha Capital Management
Virginia
$39.9M -$252K -870 -0.6%
PIM
619
Penobscot Investment Management
Massachusetts
$39.9M +$86.7K +299 +0.2%
NCM
620
Noesis Capital Mangement
Florida
$39.8M -$547K -1,887 -1%
FAM
621
Fred Alger Management
New York
$39.2M +$146K +502 +0.4%
MSRPS
622
Maryland State Retirement & Pension System
Maryland
$39M +$885K +3,052 +2%
BG
623
Bollard Group
Massachusetts
$38.9M +$3.21M +11,085 +9%
BMCM
624
Bryn Mawr Capital Management
Pennsylvania
$38.8M +$905K +3,123 +2%
HFS
625
Hantz Financial Services
Michigan
$38.8M -$4.33M -14,942 -10%
23 24
25
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