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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 %
CCM
751
Coldstream Capital Management
Washington
$28.6M +$2.09M +7,212 +8%
CWP
752
Cyndeo Wealth Partners
Florida
$28.4M +$3.59M +12,381 +14%
MA
753
Mutual Advisors
Nebraska
$28.4M -$252K -845 -0.9%
YC
754
Yarbrough Capital
Tennessee
$28.4M – – –
RAM
755
Rempart Asset Management
Canada
$28.3M -$1.85M -6,389 -6%
HPG
756
Harvest Portfolios Group
Ontario, Canada
$28.2M -$160K -551 -0.6%
TPCW
757
TD Private Client Wealth
New York
$28.1M +$468K +1,613 +2%
JMFC
758
J.M. Forbes & Co
Massachusetts
$28.1M -$58.6K -202 -0.2%
BP
759
Ballentine Partners
Massachusetts
$28M +$1.22M +4,210 +5%
PCA
760
Pallas Capital Advisors
Massachusetts
$28M +$96.5K +333 +0.3%
AG
761
AIA Group
Hong Kong
$28M -$3.04M -10,488 -10%
Assenagon Asset Management
762
Assenagon Asset Management
Luxembourg
$28M +$61.5K +212 +0.2%
AFCM
763
Applied Finance Capital Management
Puerto Rico
$27.9M +$1.94M +6,681 +7%
AFG
764
Albion Financial Group
Utah
$27.8M +$172K +592 +0.6%
TW
765
TritonPoint Wealth
Maryland
$27.8M -$566K -1,954 -2%
IEFM
766
IQ EQ Fund Management
Ireland
$27.6M -$341K -1,175 -1%
GIA
767
GHP Investment Advisors
Colorado
$27.5M +$153K +529 +0.6%
LIM
768
Leavell Investment Management
Alabama
$27.5M +$533K +1,838 +2%
CIM
769
Courant Investment Management
Tennessee
$27.5M – – –
EIP
770
Easterly Investment Partners
Massachusetts
$27.5M -$654K -2,256 -2%
LNWWM
771
Laird Norton Wetherby Wealth Management
California
$27.4M +$27.4M +94,569 New
BWP
772
Baldwin Wealth Partners
Massachusetts
$27.3M +$83.5K +288 +0.3%
BFIM
773
Beese Fulmer Investment Management
Ohio
$27.3M +$791K +2,728 +3%
CM
774
Cercano Management
Washington
$27.3M +$27.3M +94,073 New
TIM
775
Thornburg Investment Management
New Mexico
$27.1M -$140M -484,408 -84%
29 30
31
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