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 %
RPC
776
Rossmore Private Capital
Connecticut
$27.1M -$282K -971 -1%
FSA
777
Fort Sheridan Advisors
Illinois
$27M -$190K -656 -0.7%
NEI
778
Northwest & Ethical Investments
Ontario, Canada
$26.9M -$2.97M -10,254 -10%
CAM
779
Cidel Asset Management
Ontario, Canada
$26.9M -$2.22M -7,674 -8%
GRP
780
Global Retirement Partners
California
$26.9M +$26.9M +92,725 New
CFIA
781
Cantor Fitzgerald Investment Advisors
New York
$26.9M -$124K -427 -0.5%
BFA
782
Bragg Financial Advisors
North Carolina
$26.8M -$152K -524 -0.6%
CF
783
Covea Finance
France
$26.8M +$8.96M +30,900 +50%
WB
784
Webster Bank
Connecticut
$26.8M -$1.17M -4,044 -4%
WC
785
Whitney & Co
New York
$26.8M -$350K -1,207 -1%
HTIM
786
Harbour Trust & Investment Management
Indiana
$26.8M -$16.2K -56 -0.1%
IBOK
787
Independence Bank of Kentucky
Kentucky
$26.7M -$157K -540 -0.6%
MOS
788
MGO One Seven
Ohio
$26.7M +$213K +733 +0.8%
BCM
789
Bourgeon Capital Management
Connecticut
$26.7M -$683K -2,355 -2%
TSW
790
Thompson Siegel & Walmsley
Virginia
$26.7M -$261K -902 -1%
ECM
791
Evergreen Capital Management
Washington
$26.7M +$897K +3,095 +3%
FG
792
Fiduciary Group
Georgia
$26.6M -$117K -405 -0.4%
WBC
793
Westpac Banking Corp
Australia
$26.5M +$8.02M +27,680 +43%
PFM
794
Premier Fund Managers
United Kingdom
$26.1M +$97.6K +340 +0.4%
CFC
795
Cincinnati Financial Corp
Ohio
$26.1M – – –
TMAM
796
Tokio Marine Asset Management
Japan
$26M +$1.31M +4,528 +5%
MWM
797
Mission Wealth Management
California
$25.9M +$342K +1,181 +1%
ECM
798
Eisler Capital Management
United Kingdom
$25.9M -$11.5M -39,588 -31%
DCM
799
Dupont Capital Management
Delaware
$25.8M -$4.83M -16,651 -16%
CNBT
800
Canandaigua National Bank & Trust
New York
$25.8M +$92.8K +320 +0.4%
30 31
32
33 34