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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 %
GIM
726
Grassi Investment Management
California
$30.3M -$173K -597 -0.6%
BCM
727
Brookstone Capital Management
Illinois
$30.2M +$1.7M +5,850 +6%
KCM
728
Kornitzer Capital Management
Kansas
$30.1M -$86.1K -297 -0.3%
CIG
729
Cullen Investment Group
Louisiana
$30M +$515K +1,776 +2%
MWM
730
Moran Wealth Management
Florida
$29.9M -$11.8M -40,679 -28%
ACIM
731
Azimuth Capital Investment Management
Michigan
$29.9M -$1.11M -3,837 -4%
SLI
732
Sumitomo Life Insurance
Japan
$29.6M -$866K -2,988 -3%
TNB
733
Thomasville National Bank
Georgia
$29.6M -$636K -2,194 -2%
TCM
734
TAM Capital Management
Connecticut
$29.5M -$1.5M -5,808 -5%
LFAS
735
Level Four Advisory Services
Texas
$29.4M -$511K -1,764 -2%
BHIA
736
Birch Hill Investment Advisors
Massachusetts
$29.4M -$325K -1,121 -1%
CAMG
737
CWA Asset Management Group
Florida
$29.4M -$16.2K -56 -0.1%
HI
738
Horizon Investments
North Carolina
$29.3M +$23M +79,597 +360%
GVAG
739
Great Valley Advisor Group
Delaware
$29.3M -$6.03M -20,796 -17%
LWM
740
Lyell Wealth Management
California
$29.1M +$1.3M +4,490 +5%
AIM
741
Avity Investment Management
Connecticut
$29.1M -$2.09M -7,210 -7%
WTB
742
Washington Trust Bank
Washington
$28.9M +$400K +1,379 +1%
FCH
743
Freestone Capital Holdings
Washington
$28.9M -$1.28M -4,414 -4%
UBV
744
United Bank (Virginia)
Virginia
$28.9M -$251K -867 -0.9%
SRC
745
Shufro Rose & Co
New York
$28.8M -$362K -1,475 -1%
ELC
746
Edgar Lomax Company
Virginia
$28.8M -$462K -1,595 -2%
CC
747
Cadinha & Co
Hawaii
$28.7M +$11.4M +39,443 +66%
OHIS
748
Oak Harvest Investment Services
Texas
$28.7M -$82.6K -285 -0.3%
CA
749
Callahan Advisors
Texas
$28.7M -$444K -1,531 -2%
TCOT
750
Trust Company of Toledo
Ohio
$28.7M -$845K -2,915 -3%
28 29
30
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