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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 %
AWM
701
Absher Wealth Management
North Carolina
$32.2M -$1.93M -6,657 -6%
TYCC
702
Texas Yale Capital Corp
Florida
$32.2M +$267K +922 +0.8%
CTA
703
Colonial Trust Advisors
South Carolina
$32.1M -$247K -853 -0.8%
JPMIA
704
J.P. Marvel Investment Advisors
Massachusetts
$32M +$151K +521 +0.5%
CAM
705
Congress Asset Management
Massachusetts
$32M -$656K -2,262 -2%
SCA
706
Stillwater Capital Advisors
Pennsylvania
$32M -$135K -465 -0.4%
HSA
707
HBK Sorce Advisory
Pennsylvania
$31.9M -$4.48M -15,468 -12%
SFI
708
Susquehanna Fundamental Investments
Pennsylvania
$31.6M -$24.8M -85,486 -44%
CHAM
709
Clear Harbor Asset Management
Connecticut
$31.4M -$561K -1,936 -2%
Squarepoint
710
Squarepoint
New York
$31.4M -$168M -579,953 -84%
PMG
711
ProVise Management Group
Florida
$31.3M -$280K -965 -0.9%
CSP
712
Cary Street Partners
Virginia
$31.3M +$1M +3,463 +3%
GGS
713
Galvin Gaustad & Stein
Arizona
$31.3M -$2.54M -8,775 -8%
RP
714
Rice Partnership
Hawaii
$31.3M +$3.1M +10,676 +11%
BFG
715
Bleakley Financial Group
New Jersey
$31.2M +$5.12M +17,649 +20%
GI
716
GAMMA Investing
California
$31.2M +$3.32M +11,461 +12%
TF
717
Talbot Financial
Washington
$31.1M +$3.92M +13,530 +14%
VT
718
Vise Technologies
New York
$30.9M +$30.9M +106,477 New
LW
719
Linscomb Wealth
Texas
$30.7M +$301K +1,039 +1%
SHFA
720
SS&H Financial Advisors
Michigan
$30.6M +$41.2K +142 +0.1%
ACH
721
ArrowMark Colorado Holdings
Colorado
$30.6M – – –
KOCAA
722
Knights of Columbus Asset Advisors
Connecticut
$30.5M +$1.19M +4,112 +4%
ONB
723
Old National Bancorp
Indiana
$30.4M +$3M +10,336 +11%
EF
724
Empirical Finance
Pennsylvania
$30.3M +$1.05M +3,615 +4%
AAF
725
Andra AP-fonden
Sweden
$30.3M +$1.3M +4,500 +5%
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