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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 %
TCM
901
Tufton Capital Management
Maryland
$21.5M -$691K -2,385 -3%
FFP
902
FourThought Financial Partners
Florida
$21.5M -$444K -1,530 -2%
BCM
903
BTC Capital Management
Iowa
$21.5M +$35.2K +122 +0.2%
MK
904
MASTERINVEST Kapitalanlage
$21.5M +$21.5M +74,107 New
SWP
905
Sagespring Wealth Partners
Tennessee
$21.4M +$2.03M +6,988 +10%
BRWA
906
B. Riley Wealth Advisors
Florida
$21.3M +$21.3M +73,561 New
MAS
907
Meeder Advisory Services
Ohio
$21.3M +$985K +3,396 +5%
MGIA
908
Moneta Group Investment Advisors
Missouri
$21.2M +$2.77M +9,553 +15%
CWM
909
Circle Wealth Management
New Jersey
$21.2M -$131K -452 -0.6%
PNAA
910
Pictet North America Advisors
Switzerland
$21.2M -$1.29M -4,464 -6%
CK
911
Cohen Klingenstein
New York
$21.1M – – –
CCG
912
Cypress Capital Group
Florida
$21.1M +$1.15M +3,966 +6%
GAB
913
German American Bancorp
Indiana
$21.1M -$135K -465 -0.6%
TF
914
Tompkins Financial
New York
$21M -$571K -1,968 -3%
SWM
915
Stockman Wealth Management
Montana
$21M +$38.3K +132 +0.2%
VW
916
Vantage Wealth
California
$21M -$486K -1,676 -2%
CB
917
Community Bank
New York
$20.9M -$760K -2,622 -4%
ECM
918
Everence Capital Management
Indiana
$20.8M – – –
RCYC
919
Richard C. Young & Co
Rhode Island
$20.7M +$55.4K +191 +0.3%
GI
920
GLOBALT Investments
Georgia
$20.6M -$991K -3,417 -5%
CPCPP
921
Canada Post Corporation Pension Plan
Canada
$20.6M -$5.35M -18,462 -21%
LWIC
922
Leith Wheeler Investment Counsel
British Columbia, Canada
$20.5M -$1.5M -5,189 -7%
CDDEC
923
Caisse Des Depots Et Consignations
France
$20.5M – – –
PMAM
924
Picton Mahoney Asset Management
Ontario, Canada
$20.4M -$4.45M -15,355 -18%
AAM
925
Advisors Asset Management
Colorado
$20.1M -$1.9M -6,541 -9%
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37
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