JPM icon

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 %
CIA
626
Concurrent Investment Advisors
Florida
$38.8M +$5.74M +19,816 +17%
NIG
627
NFJ Investment Group
Texas
$38.6M -$1.12M -3,853 -3%
SCM
628
SCS Capital Management
Massachusetts
$38.5M +$21.3M +73,394 +123%
NB
629
NBT Bank
New York
$38.4M -$1.25M -4,327 -3%
PA
630
Parallel Advisors
California
$38.4M +$600K +2,068 +2%
FFIC
631
First Fiduciary Investment Counsel
Ohio
$38.4M -$524K -1,809 -1%
AWM
632
Axxcess Wealth Management
California
$38.3M -$1.19M -4,113 -3%
DIA
633
Dana Investment Advisors
Wisconsin
$38.3M -$797K -2,749 -2%
NMERB
634
New Mexico Educational Retirement Board
New Mexico
$38.1M – – –
FAB
635
First American Bank
Illinois
$38.1M +$1.25M +4,296 +3%
NRS
636
Neville Rodie & Shaw
New York
$38.1M -$926K -3,193 -2%
Barrow, Hanley, Mewhinney & Strauss
637
Barrow, Hanley, Mewhinney & Strauss
Texas
$38.1M -$805K -2,775 -2%
BBA
638
BLB&B Advisors
Pennsylvania
$37.7M -$111K -382 -0.3%
PMG
639
Private Management Group
California
$37.6M +$9.86M +34,022 +36%
BEI
640
Benjamin Edwards Inc
Missouri
$37.5M +$1.16M +4,005 +3%
AP
641
Appleton Partners
Massachusetts
$37.4M -$2.95M -10,159 -7%
AIMC
642
Alley Investment Management Company
Illinois
$37.3M -$273K -940 -0.7%
AAIS
643
ABN AMRO Investment Solutions
$37.2M -$3.33M -11,483 -8%
DWT
644
Dorsey & Whitney Trust
South Dakota
$37.1M -$402K -1,387 -1%
AWA
645
Arkadios Wealth Advisors
Georgia
$37.1M +$3.46M +11,918 +10%
CIA
646
Choate Investment Advisors
Massachusetts
$36.9M +$1.46M +5,034 +4%
PP
647
Patten & Patten
Tennessee
$36.8M -$1.04M -3,575 -3%
TBA
648
Tower Bridge Advisors
Pennsylvania
$36.8M -$1.21M -4,159 -3%
MC
649
Moors & Cabot
Massachusetts
$36.7M -$278K -958 -0.8%
NCM
650
Narwhal Capital Management
Georgia
$36.7M -$1.19M -4,091 -3%
24 25
26
27 28