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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 %
PIM
1026
Plato Investment Management
Australia
$16.9M +$402K +1,391 +2%
ET
1027
Equitable Trust
Tennessee
$16.9M -$579K -1,996 -3%
MCP
1028
Mirador Capital Partners
California
$16.9M +$182K +628 +1%
FRA
1029
Frank Rimerman Advisors
California
$16.8M +$640K +2,207 +4%
IPW
1030
Invictus Private Wealth
Colorado
$16.8M -$302K -1,041 -2%
BPAMU
1031
BTG Pactual Asset Management US
New York
$16.8M +$2.32M +8,017 +16%
HBT
1032
Hills Bank & Trust
Iowa
$16.8M -$116K -401 -0.7%
MWA
1033
Meridian Wealth Advisors
Texas
$16.7M +$166K +574 +1%
NLP
1034
Next Level Private
New York
$16.7M +$382K +1,317 +2%
DAC
1035
Dividend Assets Capital
South Carolina
$16.7M +$40.3K +139 +0.2%
PAI
1036
Pittenger & Anderson Inc
Nebraska
$16.6M +$790K +2,724 +5%
TCM
1037
Traynor Capital Management
Pennsylvania
$16.6M -$555K -1,910 -3%
SA
1038
SRH Advisors
Kansas
$16.6M – – –
SC
1039
Stolper & Co
Oklahoma
$16.6M -$209K -721 -1%
III
1040
Independent Investors Inc
New York
$16.5M – – –
PA
1041
Procyon Advisors
Connecticut
$16.5M -$9.78M -33,745 -37%
VAS
1042
Valicenti Advisory Services
New York
$16.4M -$43.8K -151 -0.3%
VM
1043
Venator Management
Pennsylvania
$16.4M +$7.25K +25 +0%
RFMS
1044
RWQ Financial Management Services
Florida
$16.3M +$4.86M +16,750 +42%
PA
1045
Perennial Advisors
New York
$16.2M -$30.7K -106 -0.2%
NM
1046
NWI Management
New York
$16.2M – – –
FM
1047
Foster & Motley
Ohio
$16.2M -$515K -1,776 -3%
EAMA
1048
EFG Asset Management (Americas)
Florida
$16.2M -$501K -1,728 -3%
VWA
1049
Visionary Wealth Advisors
Illinois
$16.1M -$79.1K -273 -0.5%
Capital Fund Management (CFM)
1050
Capital Fund Management (CFM)
France
$16.1M -$128M -440,739 -89%
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42
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