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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 %
WTFG
976
Wells Trecaso Financial Group
Ohio
$18.6M -$5.8K -20 -0%
MIC
977
Means Investment Company
Maine
$18.6M +$208K +717 +1%
ST
978
Spinnaker Trust
Maine
$18.5M +$389K +1,343 +2%
HVIA
979
Hudson Valley Investment Advisors
New York
$18.4M -$1.76M -6,057 -9%
SVWAG
980
Sound View Wealth Advisors Group
Georgia
$18.4M +$323K +1,115 +2%
EI
981
Ethic Inc
New York
$18.4M +$136K +475 +0.7%
SDIC
982
South Dakota Investment Council
South Dakota
$18.3M -$13M -44,722 -41%
HCM
983
Hollencrest Capital Management
California
$18.3M -$2.84M -9,784 -13%
AC
984
AlphaCore Capital
California
$18.2M +$1.26M +4,334 +7%
BWP
985
Burling Wealth Partners
Illinois
$18.2M +$396K +1,366 +2%
VI
986
Vestcor Inc
New Brunswick, Canada
$18.2M +$2.55M +8,780 +16%
A
987
AustralianSuper
Australia
$18.2M -$44M -151,655 -71%
Marshall Wace
988
Marshall Wace
United Kingdom
$18.1M +$13M +44,816 +253%
RC
989
Roundview Capital
New Jersey
$18.1M +$5.8K +20 +0%
IAN
990
Integrated Advisors Network
Texas
$18.1M -$729K -2,514 -4%
AC
991
Addenda Capital
Quebec, Canada
$18M +$1.32M +4,544 +8%
SWP
992
Strategic Wealth Partners
Ohio
$18M +$18M +62,161 New
SBF
993
Sara-Bay Financial
Florida
$18M -$323K -1,115 -2%
ZIG
994
Zuckerman Investment Group
Illinois
$18M +$398K +1,373 +2%
ERIC
995
Eagle Rock Investment Company
Georgia
$18M -$577K -1,990 -3%
FA
996
Fagan Associates
New York
$17.9M -$256K -882 -1%
KIM
997
Kestra Investment Management
Texas
$17.9M +$7.93M +29,897 +80%
CWG
998
Cornerstone Wealth Group
North Carolina
$17.8M +$349K +1,205 +2%
CNB
999
Camden National Bank
Maine
$17.8M -$347K -1,198 -2%
FNB
1000
Farmers National Bank
Kentucky
$17.8M -$652K -2,248 -4%
38 39
40
41 42