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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 %
PA
1126
PFG Advisors
Arizona
$14.4M +$2.35M +8,097 +19%
YIA
1127
YHB Investment Advisors
Connecticut
$14.4M +$391K +1,350 +3%
CWS
1128
Confluence Wealth Services
Pennsylvania
$14.4M -$40.6K -140 -0.3%
MIH
1129
Meitav Investment House
Israel
$14.4M +$2.25M +7,794 +19%
HH
1130
HWG Holdings
Texas
$14.4M +$523K +1,805 +4%
RFM
1131
Royal Fund Management
Florida
$14.3M -$728K -2,509 -5%
MWM
1132
Marietta Wealth Management
Georgia
$14.3M -$32.2K -111 -0.2%
CF
1133
Centaurus Financial
California
$14.3M -$354K -1,222 -2%
GIC
1134
Generali Investments CEE
Czech Republic
$14.2M +$185K +637 +1%
Jacobs Levy Equity Management
1135
Jacobs Levy Equity Management
New Jersey
$14.2M +$711K +2,452 +5%
FHA
1136
Flagship Harbor Advisors
Massachusetts
$14.2M +$39.4K +136 +0.3%
BIM
1137
Baldwin Investment Management
Pennsylvania
$14.2M -$107K -370 -0.7%
BAM
1138
Belpointe Asset Management
Nevada
$14M +$2.31M +7,956 +20%
ACM
1139
Adalta Capital Management
New York
$14M -$274K -946 -2%
PFA
1140
Pure Financial Advisors
California
$13.9M +$8.31M +28,662 +148%
SFP
1141
Shepherd Financial Partners
Massachusetts
$13.9M -$13.3K -46 -0.1%
CIC
1142
Cutler Investment Counsel
Oregon
$13.9M -$213K -734 -2%
EFG
1143
Embree Financial Group
Illinois
$13.9M +$137K +471 +1%
GWMR
1144
GC Wealth Management RIA
Massachusetts
$13.9M +$4.74M +16,365 +52%
SFO
1145
Stokes Family Office
Louisiana
$13.8M -$237K -818 -2%
BAM
1146
Brave Asset Management
New Jersey
$13.8M -$284K -981 -2%
BTI
1147
Blue Trust Inc
Georgia
$13.8M +$105K +363 +0.8%
FMTC
1148
Farmers & Merchants Trust Company
California
$13.7M +$1.41M +4,859 +11%
HCA
1149
Harbour Capital Advisors
Virginia
$13.7M -$52.6K -180 -0.4%
SCA
1150
Stokes Capital Advisors
South Carolina
$13.7M +$355K +1,223 +3%
44 45
46
47 48