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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 %
CAM
951
Close Asset Management
United Kingdom
$19.4M +$351K +1,212 +2%
GAM
952
Griffin Asset Management
New York
$19.4M +$778K +2,683 +4%
GIP
953
Granite Investment Partners
California
$19.3M -$208K -719 -1%
MSA
954
MUFG Securities Americas
New York
$19.3M +$3.31M +11,425 +21%
ANTB
955
AMG National Trust Bank
Colorado
$19.3M -$94.5K -326 -0.5%
SAM
956
Strategy Asset Managers
California
$19.3M +$153K +527 +0.8%
AFG
957
Atomi Financial Group
New York
$19.2M +$1.08M +3,725 +6%
SPC
958
Sigma Planning Corp
Michigan
$19.2M -$1.82M -6,273 -9%
TCM
959
Telos Capital Management
California
$19.2M +$300K +1,036 +2%
FMWA
960
Forvis Mazars Wealth Advisors
Missouri
$19.2M +$90.7K +313 +0.5%
HFS
961
Haverford Financial Services
Pennsylvania
$19.2M -$50.7K -175 -0.3%
FPAS
962
Focus Partners Advisor Solutions
Missouri
$19.1M -$2.51M -8,646 -12%
WAM
963
Winslow Asset Management
Ohio
$19.1M -$87.8K -303 -0.5%
SW
964
SteelPeak Wealth
California
$19M -$571K -1,968 -3%
SWM
965
Spire Wealth Management
Virginia
$19M -$9.34M -32,643 -33%
GIM
966
Goelzer Investment Management
Indiana
$19M +$4.05M +13,981 +27%
NAS
967
Nicolet Advisory Services
Wisconsin
$19M +$195K +675 +1%
EFS
968
Essex Financial Services
Connecticut
$19M -$211K -727 -1%
IA
969
Intellus Advisors
Florida
$19M -$210K -726 -1%
BONST
970
Bank of Nova Scotia Trust
Ontario, Canada
$18.9M +$142K +490 +0.8%
LPT
971
Legacy Private Trust
Wisconsin
$18.8M -$682K -2,352 -4%
PGAM
972
Princeton Global Asset Management
New Jersey
$18.7M -$52.8K -182 -0.3%
VA
973
VestGen Advisors
Illinois
$18.7M +$63.1K +216 +0.3%
PWW
974
Pettyjohn Wood & White
Virginia
$18.6M -$35.4K -122 -0.2%
SIC
975
SFE Investment Counsel
California
$18.6M +$874K +3,015 +5%
37 38
39
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