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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 %
MIA
876
MainStreet Investment Advisors
Illinois
$22.6M -$559K -1,928 -2%
CFO
877
Callan Family Office
Pennsylvania
$22.5M +$12.8M +44,097 +131%
SW
878
SlateStone Wealth
Florida
$22.5M +$842K +2,906 +4%
TFA
879
Teamwork Financial Advisors
Texas
$22.4M -$8.12K -28 -0%
BG
880
BDF Gestion
France
$22.4M +$1.45M +5,000 +7%
NSAM
881
North Star Asset Management
Wisconsin
$22.4M +$413K +1,425 +2%
TFS
882
Thoroughbred Financial Services
Tennessee
$22.2M -$8.13M -28,030 -27%
FFBTD
883
First Financial Bank - Trust Division
Ohio
$22.2M +$97.4K +336 +0.4%
PF
884
Phoenix Financial
Israel
$22.2M +$2.58M +8,912 +13%
MC
885
Middleton & Co
Massachusetts
$22.2M -$1.54M -5,328 -7%
RC
886
RBO & Co
California
$22.1M -$9.26M -31,942 -29%
BBI
887
Baxter Bros Inc
Connecticut
$22.1M -$320K -1,105 -1%
UAS
888
United Asset Strategies
New York
$22.1M +$1.81M +6,238 +9%
JIR
889
James Investment Research
Ohio
$22M -$592K -2,043 -3%
CWM
890
Cabot Wealth Management
Massachusetts
$21.9M -$150K -516 -0.7%
LWCFA
891
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.9M -$405K -1,397 -2%
CWM
892
Calamos Wealth Management
Illinois
$21.9M +$14.8M +51,191 +211%
FAT
893
First American Trust
California
$21.8M +$2.66M +9,174 +14%
HH
894
Hilltop Holdings
Texas
$21.8M +$1.54M +5,307 +8%
CM
895
Churchill Management
California
$21.7M +$11.4M +39,275 +110%
William Blair Investment Management
896
William Blair Investment Management
Illinois
$21.7M -$36.1M -124,581 -62%
CIA
897
CCM Investment Advisers
South Carolina
$21.7M +$148K +512 +0.7%
JAG
898
Journey Advisory Group
Kentucky
$21.7M +$490K +1,691 +2%
JC
899
JB Capital
Connecticut
$21.6M +$294K +1,014 +1%
SFS
900
Sowell Financial Services
Arkansas
$21.5M +$181K +624 +0.8%
34 35
36
37 38