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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 %
SB
1001
Simmons Bank
Arkansas
$17.8M -$242K -836 -1%
CCM
1002
Carmel Capital Management
California
$17.8M -$29K -100 -0.2%
NCM
1003
Northside Capital Management
Oregon
$17.7M +$15.6M +53,970 +751%
NSEDCP
1004
NJ State Employees Deferred Compensation Plan
New Jersey
$17.7M – – –
CPCM
1005
Cardinal Point Capital Management
Ontario, Canada
$17.7M +$22.9K +79 +0.1%
NP
1006
NorthRock Partners
Minnesota
$17.6M +$1.86M +7,245 +12%
SCM
1007
Schnieders Capital Management
California
$17.6M +$164K +565 +0.9%
VIP
1008
Vantage Investment Partners
Missouri
$17.5M -$79.4K -274 -0.5%
TCM
1009
Twin Capital Management
Pennsylvania
$17.4M +$137K +472 +0.8%
CAM
1010
Cypress Asset Management
Texas
$17.4M +$184K +635 +1%
AAM
1011
AR Asset Management
California
$17.3M -$64.1K -221 -0.4%
CCMINC
1012
Cardinal Capital Management Inc (North Carolina)
North Carolina
$17.3M +$1.28M +4,403 +8%
GFG
1013
Greystone Financial Group
Michigan
$17.3M -$122K -422 -0.7%
WIC
1014
WealthBridge Investment Counsel
Alberta, Canada
$17.3M -$409K -1,410 -2%
FNA
1015
First National Advisers
Nebraska
$17.3M +$66.7K +230 +0.4%
PAIM
1016
Punch & Associates Investment Management
Minnesota
$17.3M +$682K +2,351 +4%
AIM
1017
Artemis Investment Management
United Kingdom
$17.2M – – –
JFGIW
1018
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.2M +$1.01M +3,476 +6%
FCP
1019
Fidelis Capital Partners
Florida
$17.2M +$262K +900 +2%
CCB
1020
Country Club Bank
Missouri
$17.2M -$112K -390 -0.6%
MPM
1021
Meritage Portfolio Management
Kansas
$17.1M -$305K -1,053 -2%
BWM
1022
Buckley Wealth Management
Nevada
$17.1M -$600K -2,071 -3%
MCM
1023
Mitchell Capital Management
Kansas
$17M -$2.34M -8,041 -12%
CPC
1024
Consolidated Planning Corp
Georgia
$17M -$230K -792 -1%
EP
1025
Edgestream Partners
New Jersey
$17M +$17M +58,583 New
39 40
41
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