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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 %
WAP
1051
Wealthcare Advisory Partners
Pennsylvania
$16.1M +$893K +3,080 +6%
MCM
1052
Mengis Capital Management
Oregon
$16.1M -$239K -826 -1%
HCA
1053
Harbor Capital Advisors
Illinois
$16.1M -$82.6K -285 -0.5%
ETC
1054
Exchange Traded Concepts
Oklahoma
$16.1M +$795K +2,742 +5%
FBB
1055
Fulton Breakefield Broenniman
Maryland
$16.1M +$508K +1,752 +3%
LCM
1056
LVM Capital Management
Michigan
$16M +$581K +2,003 +4%
MFG
1057
Magnus Financial Group
New York
$16M +$157K +542 +1%
HIP
1058
Harrell Investment Partners
Texas
$16M +$495K +1,706 +3%
CFA
1059
Capstone Financial Advisors
Illinois
$16M +$67.5K +233 +0.4%
RCM
1060
Radnor Capital Management
Pennsylvania
$16M -$107K -369 -0.7%
HIA
1061
Harbor Investment Advisory
Maryland
$16M -$87.7K -378 -0.5%
SFO
1062
Stenger Family Office
Illinois
$16M +$16M +53,319 New
LA
1063
Lynch & Associates
Indiana
$15.9M -$334K -1,153 -2%
DWA
1064
Douglass Winthrop Advisors
New York
$15.9M +$328K +1,130 +2%
LFM
1065
LGT Fund Management
Liechtenstein
$15.9M +$5.8M +19,993 +58%
ANBT
1066
American National Bank & Trust
Texas
$15.9M +$589K +2,033 +4%
GH
1067
GAM Holding
Switzerland
$15.8M -$1.27M -4,376 -7%
JPWM
1068
Jamison Private Wealth Management
Georgia
$15.8M +$91K +314 +0.6%
CBOR
1069
Community Bank of Raymore
Missouri
$15.8M -$386K -1,330 -2%
NFG
1070
Nations Financial Group
Iowa
$15.8M -$1.26M -4,363 -7%
SG
1071
StoneX Group
New York
$15.8M +$1.44M +4,950 +10%
KFGK
1072
Keystone Financial Group (Kentucky)
Kentucky
$15.7M +$389K +1,342 +3%
ECM
1073
EagleClaw Capital Management
Massachusetts
$15.7M -$254K -875 -2%
JIC
1074
Joel Isaacson & Co
New York
$15.6M +$679K +2,343 +5%
BHPW
1075
Beverly Hills Private Wealth
California
$15.6M -$99.4K -343 -0.6%
41 42
43
44 45