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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, 1,983 increasing their positions, 1,966 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
1,983
Reduced
1,966
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 %
LNB
851
Ledyard National Bank
$23.6M -$468K -1,616 -2%
RPI
852
Railway Pension Investments
United Kingdom
$23.5M -$19.4M -66,900 -45%
FNFDCM
853
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$23.4M -$526K -1,813 -2%
AG
854
Ascent Group
Virginia
$23.4M +$1.84M +6,346 +9%
WF
855
WoodTrust Financial
Wisconsin
$23.4M +$327K +1,129 +1%
AF
856
Alerus Financial
North Dakota
$23.4M -$983K -3,392 -4%
FFA
857
Farther Finance Advisors
California
$23.4M +$8.16M +28,138 +54%
PAM
858
Peak Asset Management
Colorado
$23.3M -$222K -766 -0.9%
RDWM
859
Red Door Wealth Management
Tennessee
$23.3M +$2.39M +8,234 +11%
NCM
860
Novare Capital Management
North Carolina
$23.3M +$293K +1,011 +1%
SG
861
Sienna Gestion
France
$23.2M +$2.13M +8,029 +10%
GAI
862
General American Investors
New York
$23.2M – – –
AP
863
Archon Partners
New Jersey
$23.2M – – –
KWMG
864
King Wealth Management Group
Florida
$23.2M -$34.5K -119 -0.1%
BHWM
865
Bar Harbor Wealth Management
New Hampshire
$23.1M -$653K -2,254 -3%
AMBIA
866
Allen Mooney & Barnes Investment Advisors
Georgia
$23M +$212K +731 +0.9%
WANY
867
Wealthspire Advisors (New York)
New York
$23M +$595K +2,051 +3%
JWBC
868
J.W. Burns & Co
New York
$23M +$1.47M +5,070 +7%
PAM
869
Palisade Asset Management
Minnesota
$23M -$465K -1,605 -2%
LCM
870
Logan Capital Management
Pennsylvania
$22.9M -$2.37M -8,192 -9%
S
871
SignatureFD
Georgia
$22.8M +$773K +2,668 +4%
BCV
872
Banque Cantonale Vaudoise
Switzerland
$22.8M -$292K -1,006 -1%
CA
873
Cullinan Associates
Kentucky
$22.7M -$592K -2,041 -3%
WCM
874
Whitener Capital Management
North Carolina
$22.7M -$337K -1,161 -1%
NAAA
875
New Age Alpha Advisors
New York
$22.6M +$5.58M +19,264 +33%
33 34
35
36 37