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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 %
PP
1101
PDS Planning
Ohio
$15.1M +$1.24M +4,265 +9%
CT
1102
Colonial Trust
South Carolina
$15M -$100K -346 -0.7%
SWA
1103
Stratos Wealth Advisors
Ohio
$15M -$10.1M -34,957 -40%
WPP
1104
Whalerock Point Partners
Rhode Island
$15M +$47.3K +163 +0.3%
CAC
1105
Core Alternative Capital
Georgia
$15M -$953K -3,286 -6%
BJL
1106
Brighton Jones LLC
Washington
$15M +$188K +650 +1%
KCG
1107
Kinsale Capital Group
Virginia
$14.9M +$1.37M +4,716 +10%
FFAM
1108
Forge First Asset Management
Canada
$14.9M +$14.9M +51,350 New
BA
1109
Bridgewater Associates
Connecticut
$14.9M -$9.04M -31,180 -38%
MC
1110
Miramar Capital
Illinois
$14.9M +$234K +807 +2%
TW
1111
Trajan Wealth
Arizona
$14.8M -$387K -1,335 -3%
PWS
1112
Peterson Wealth Services
Utah
$14.8M +$99.7K +344 +0.7%
RCM
1113
Rokos Capital Management
United Kingdom
$14.8M +$14.8M +51,067 New
GC
1114
Giverny Capital
Quebec, Canada
$14.8M +$1.87M +6,467 +15%
SMA
1115
Sage Mountain Advisors
Georgia
$14.8M +$555K +1,916 +4%
BAM
1116
Boyar Asset Management
New York
$14.7M -$47K -162 -0.3%
KLCM
1117
KG&L Capital Management
Louisiana
$14.7M -$391K -1,366 -3%
IPW
1118
Inlet Private Wealth
Florida
$14.6M -$46.4K -160 -0.3%
AIM
1119
Access Investment Management
Georgia
$14.6M +$14.6M +50,392 New
RWM
1120
Rench Wealth Management
Texas
$14.6M -$13K -45 -0.1%
AWP
1121
Ascent Wealth Partners
New York
$14.6M -$732K -2,526 -5%
CBTWT
1122
Community Bank & Trust (Waco, Texas)
Texas
$14.6M +$29.3K +101 +0.2%
FCT
1123
Family Capital Trust
Massachusetts
$14.5M -$611K -2,109 -4%
Temasek Holdings
1124
Temasek Holdings
Singapore
$14.5M -$16.8M -57,861 -54%
WSC
1125
Wellington Shields & Co
New York
$14.4M +$467K +1,611 +3%
43 44
45
46 47