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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 %
CB
1076
Cadence Bank
Mississippi
$15.6M -$208K -718 -1%
SIM
1077
Stratos Investment Management
Ohio
$15.5M +$186K +641 +1%
CF
1078
Clarity Financial
Texas
$15.5M -$8.34M -28,773 -35%
TIP
1079
Torray Investment Partners
Maryland
$15.5M -$2.52M -8,693 -14%
CCP
1080
Clough Capital Partners
Massachusetts
$15.5M – – –
AAS
1081
Annex Advisory Services
Wisconsin
$15.5M +$274K +946 +2%
AWCI
1082
Alpine Woods Capital Investors
New York
$15.4M -$395K -1,361 -2%
GCM
1083
Genus Capital Management
British Columbia, Canada
$15.4M +$4.56M +15,715 +42%
TCWA
1084
Turtle Creek Wealth Advisors
Texas
$15.4M +$918K +3,165 +6%
CAL
1085
Capital Analysts LLC
Pennsylvania
$15.3M -$627K -2,164 -4%
SQA
1086
Simon Quick Advisors
New Jersey
$15.3M +$6.32M +21,798 +71%
SIC
1087
Sigma Investment Counselors
Michigan
$15.3M +$597K +2,060 +4%
JG
1088
Jain Global
New York
$15.3M +$15.3M +52,603 New
SW
1089
Simplicity Wealth
New Jersey
$15.2M +$6.59M +22,740 +76%
BPC
1090
Banque Pictet & Cie
Switzerland
$15.2M -$3.67M -12,653 -19%
APP
1091
Avantax Planning Partners
Iowa
$15.2M +$269K +927 +2%
QC
1092
Quadrature Capital
United Kingdom
$15.2M +$15.2M +52,522 New
HRC
1093
Hoertkorn Richard Charles
$15.2M -$257K -885 -2%
LTI
1094
Laffer Tengler Investments
Tennessee
$15.2M -$1.12M -3,848 -7%
BWS
1095
Buck Wealth Strategies
Colorado
$15.1M +$3.38M +11,674 +29%
TCA
1096
Transcend Capital Advisors
New Jersey
$15.1M -$4.75M -16,385 -24%
BEAM
1097
Baker Ellis Asset Management
Washington
$15.1M -$8.41K -29 -0.1%
LOPW
1098
Live Oak Private Wealth
North Carolina
$15.1M +$74.8K +258 +0.5%
M2MC
1099
Matthew 25 Management Corp
Pennsylvania
$15.1M -$870K -3,000 -5%
OL
1100
one8zero8 LLC
North Carolina
$15.1M -$1.05M -3,608 -6%
42 43
44
45 46