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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 %
TTWM
801
TCV Trust & Wealth Management
Virginia
$25.8M -$49K -169 -0.2%
EWM
802
Edge Wealth Management
New York
$25.8M -$413K -1,423 -2%
AHC
803
Anderson Hoagland & Co
Missouri
$25.7M -$434K -1,498 -2%
NC
804
NewSquare Capital
Pennsylvania
$25.7M +$1.04M +3,620 +4%
NMIMC
805
Northwestern Mutual Investment Management Company
Wisconsin
$25.7M -$79.7K -275 -0.3%
M
806
MOTCO
Texas
$25.6M -$484K -1,634 -2%
PS
807
Principal Securities
Iowa
$25.6M +$3.1M +10,692 +14%
BT
808
Banque Transatlantique
France
$25.5M -$11.3M -38,804 -31%
GC
809
Grimes & Company
Massachusetts
$25.3M -$845K -2,914 -3%
RWM
810
Ritholtz Wealth Management
New York
$25.3M +$2.39M +8,256 +10%
WIC
811
Woodmont Investment Counsel
Tennessee
$25.3M +$705K +2,433 +3%
SAM
812
Shell Asset Management
Netherlands
$25.2M +$6.74M +23,248 +36%
GP
813
Guardian Partners
Canada
$25.2M -$549K -1,938 -2%
WCMN
814
Westchester Capital Management (Nebraska)
Nebraska
$25.2M -$374K -1,289 -1%
CPIG
815
Chicago Partners Investment Group
Illinois
$25.1M +$320K +1,078 +1%
ABTD
816
Arvest Bank Trust Division
Oklahoma
$25.1M -$4.96M -17,098 -17%
LF
817
Longbow Finance
Switzerland
$25.1M – – –
DP
818
Dearborn Partners
Illinois
$25M -$6.61M -22,809 -21%
BWP
819
Barlow Wealth Partners
Kentucky
$25M -$361K -1,238 -1%
GAM
820
Gotham Asset Management
New York
$25M +$1.57M +5,403 +7%
CCM
821
Cohen Capital Management
California
$25M -$58K -200 -0.2%
WS
822
Wedbush Securities
California
$24.9M -$863K -2,978 -3%
IP
823
Interval Partners
New York
$24.9M +$1.76M +6,076 +8%
DR
824
Davis Rea
Ontario, Canada
$24.9M -$184K -635 -0.7%
DMIC
825
Dixon Mitchell Investment Counsel
British Columbia, Canada
$24.9M +$1.74M +5,999 +8%
31 32
33
34 35