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 %
SW
676
SVB Wealth
Massachusetts
$34.1M -$18.2M -62,924 -35%
TWC
677
The Woodbridge Company
Ontario, Canada
$34.1M +$34.1M +117,593 New
SGAM
678
Smith Group Asset Management
Texas
$33.9M +$1.07M +3,694 +3%
TA
679
TruWealth Advisors
Louisiana
$33.8M +$1.16M +4,017 +4%
FFA
680
First Foundation Advisors
California
$33.7M -$1.22M -4,210 -3%
BBHC
681
Brown Brothers Harriman & Co
New York
$33.7M +$1.89M +6,531 +6%
BC
682
Burney Company
Virginia
$33.6M +$201K +695 +0.6%
CANC
683
Culbertson A N & Co
Virginia
$33.6M -$581K -2,005 -2%
LOAMS
684
Lombard Odier Asset Management (Switzerland)
Switzerland
$33.6M +$2.19M +7,561 +7%
SIMG
685
Sonora Investment Management Group
Arizona
$33.6M +$394K +1,358 +1%
AHC
686
Adell Harriman & Carpenter
Texas
$33.5M -$327K -1,128 -1%
GT
687
Greenleaf Trust
Michigan
$33.4M -$5.59M -19,280 -14%
BCM
688
Bridgeway Capital Management
Texas
$33.4M -$2.37M -8,183 -7%
RCP
689
Rothschild Capital Partners
New York
$33.2M – – –
OPCM
690
Osborne Partners Capital Management
California
$33M -$1.42M -4,891 -4%
RT
691
Rockland Trust
Massachusetts
$32.9M -$7.15M -24,661 -18%
STA
692
Summit Trail Advisors
New York
$32.8M +$4.1M +14,131 +14%
FMI
693
F/M Investments
District of Columbia
$32.7M -$255K -879 -0.8%
AWAG
694
ARS Wealth Advisors Group
Florida
$32.7M -$27.3K -94 -0.1%
PCMF
695
Private Capital Management (Florida)
Florida
$32.7M -$363K -1,251 -1%
MIM
696
Manitou Investment Management
Ontario, Canada
$32.6M +$87.6K +302 +0.3%
JCM
697
Janney Capital Management
Pennsylvania
$32.5M -$479K -1,653 -1%
NRG
698
Nemes Rush Group
Michigan
$32.4M -$3.79M -13,064 -10%
NFC
699
Northeast Financial Consultants
Connecticut
$32.4M -$2.6M -8,956 -7%
OIA
700
OneDigital Investment Advisors
Kansas
$32.3M -$6.68M -23,032 -17%
26 27
28
29 30