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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 %
SMFG
651
Sumitomo Mitsui Financial Group
Japan
$36.5M +$561K +1,935 +2%
SGK
652
Steigerwald Gordon & Koch
Virginia
$36.5M -$233K -804 -0.6%
OA
653
Oak Associates
Ohio
$36.4M -$3.1M -10,677 -8%
PCM
654
Palisade Capital Management
New Jersey
$36.4M -$875K -3,019 -2%
KWM
655
Kingsview Wealth Management
Oregon
$36.3M +$257K +885 +0.7%
DI
656
DKRT Investments
$36.2M +$36.2M +125,000 New
ALMGDA
657
AG2R La Mondiale Gestion d'Actifs
France
$36.2M +$66.7K +230 +0.2%
SBCM
658
Schwerin Boyle Capital Management
Massachusetts
$36.1M -$4.49M -15,493 -11%
FTWA
659
Fifth Third Wealth Advisors
Ohio
$36.1M +$4.82M +16,620 +15%
BWFA
660
Baltimore-Washington Financial Advisors
Maryland
$36.1M +$1.59M +5,471 +5%
VV
661
Verity & Verity
South Carolina
$36M -$595K -2,051 -2%
PWM
662
Perigon Wealth Management
California
$35.8M -$544K -1,878 -1%
AHB
663
Abner Herrman & Brock
New Jersey
$35.7M -$1.42M -4,897 -4%
FDCP
664
Foster Dykema Cabot & Partners
Massachusetts
$35.4M +$12.8K +44 +0%
KFP
665
KMG Fiduciary Partners
Ohio
$35.3M +$804K +2,774 +2%
MMA
666
Miracle Mile Advisors
California
$35.2M +$4.7M +16,217 +15%
RMC
667
Resources Management Corp
Connecticut
$35.1M -$480K -1,657 -1%
PCH
668
Polar Capital Holdings
United Kingdom
$35M -$29.9M -103,155 -46%
SCA
669
Stonebridge Capital Advisors
Minnesota
$35M -$2.57M -8,855 -7%
JWCA
670
J.W. Cole Advisors
Florida
$34.9M +$7.69M +26,531 +28%
SIA
671
Sit Investment Associates
Minnesota
$34.7M +$1.08M +3,715 +3%
TRCT
672
Tower Research Capital (TRC)
New York
$34.7M +$3.27M +11,276 +10%
HP
673
Hosking Partners
United Kingdom
$34.6M -$6.66M -22,966 -16%
SPS
674
Susquehanna Portfolio Strategies
Pennsylvania
$34.3M +$34.3M +118,349 New
FLII
675
First Long Island Investors
New York
$34.2M -$455K -1,570 -1%
25 26
27
28 29