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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 %
ATPW
826
Ashton Thomas Private Wealth
Arizona
$24.8M -$368K -1,270 -1%
QCG
827
Quadrant Capital Group
Ohio
$24.7M +$2.35M +8,122 +11%
USCWA
828
U.S. Capital Wealth Advisors
Texas
$24.7M -$1.29M -4,452 -5%
MYAM
829
Meiji Yasuda Asset Management
Japan
$24.7M -$10.1M -34,777 -29%
FMC
830
First Merchants Corp
Indiana
$24.7M -$1.14M -3,916 -4%
NPT
831
Nixon Peabody Trust
Massachusetts
$24.6M -$108K -373 -0.4%
SFI
832
Siemens Fonds Invest
Germany
$24.5M +$1.4M +4,828 +6%
SHGA
833
Sand Hill Global Advisors
California
$24.5M +$161K +557 +0.7%
MA
834
Montag & Associates
Georgia
$24.5M -$381K -1,315 -2%
GWM
835
GDS Wealth Management
Texas
$24.4M +$210K +724 +0.9%
GIM
836
Generate Investment Management
New Zealand
$24.3M – – –
DF
837
DNCA Finance
France
$24.3M +$74.2K +256 +0.3%
BIA
838
Biondo Investment Advisors
Pennsylvania
$24.2M -$153K -529 -0.6%
GIA
839
Gladstone Institutional Advisory
Florida
$24.1M +$961K +3,314 +4%
GWM
840
Geneos Wealth Management
Colorado
$24.1M -$13.5M -46,648 -36%
NRC
841
New Republic Capital
North Carolina
$24.1M +$16.4M +56,424 +211%
CC
842
Courier Capital
New York
$24.1M -$460K -1,586 -2%
KRSITF
843
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$24M +$355K +1,224 +1%
OCBCO
844
Oversea-Chinese Banking Corp (OCBC)
Singapore
$24M -$4.78M -16,496 -17%
VCA
845
Verdence Capital Advisors
Maryland
$23.9M +$693K +2,389 +3%
DAS
846
Dynamic Advisor Solutions
Arizona
$23.9M -$59.4K -205 -0.2%
ACP
847
Aviance Capital Partners
Florida
$23.9M -$141K -488 -0.6%
FFM
848
Forum Financial Management
Illinois
$23.8M +$482K +1,662 +2%
JSSH
849
J. Safra Sarasin Holding
$23.8M -$1.71M -5,913 -7%
JWM
850
JGP Wealth Management
Oregon
$23.7M +$34.5K +119 +0.1%
32 33
34
35 36