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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 %
AIA
926
Allied Investment Advisors
Montana
$20.1M -$213K -735 -1%
WC
927
Woodstock Corp
Massachusetts
$20M -$543K -1,872 -3%
WIC
928
Willis Investment Counsel
Georgia
$20M +$2.73M +9,400 +16%
HF
929
HRT Financial
New York
$19.9M -$17.5M -60,244 -47%
DCA
930
DSG Capital Advisors
Minnesota
$19.9M +$407K +1,405 +2%
FTC
931
Farmers Trust Company
Ohio
$19.9M -$3.2M -11,024 -14%
EWM
932
Empirical Wealth Management
Washington
$19.8M +$1.99M +6,876 +11%
CIS
933
Connors Investor Services
Pennsylvania
$19.8M -$511K -1,762 -3%
WSCM
934
Wellington Shields Capital Management
New York
$19.8M -$263K -908 -1%
DT
935
Diversified Trust
Tennessee
$19.8M -$2.17M -7,499 -10%
GG
936
Greenwood Gearhart
Arkansas
$19.7M +$421K +1,451 +2%
WFMPM
937
Woodley Farra Manion Portfolio Management
Indiana
$19.7M -$721K -2,488 -4%
1SB
938
1ST Source Bank
Indiana
$19.7M -$508K -1,753 -3%
AWS
939
Atria Wealth Solutions
New York
$19.6M -$23.9M -82,054 -55%
IWM
940
IHT Wealth Management
Illinois
$19.6M +$1.15M +3,982 +6%
VWM
941
Venturi Wealth Management
Texas
$19.6M -$196K -676 -1%
PI
942
PFG Investments
New York
$19.6M -$283K -977 -1%
SCM
943
Sterling Capital Management
North Carolina
$19.5M +$81.8K +282 +0.4%
RWA
944
River Wealth Advisors
Pennsylvania
$19.5M +$344K +1,186 +2%
ISB
945
Iowa State Bank
Iowa
$19.5M -$152K -526 -0.8%
HT
946
Heritage Trust
Oklahoma
$19.5M -$609K -2,102 -3%
CCM
947
Copeland Capital Management
Pennsylvania
$19.5M -$74.8K -258 -0.4%
BOC
948
Barbara Oil Co
Illinois
$19.4M – – –
NGA
949
Naples Global Advisors
Florida
$19.4M +$309K +1,066 +2%
OCM
950
One Capital Management
California
$19.4M +$907K +3,130 +5%
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38
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