JPM icon

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 %
ACGA
1151
Atlanta Consulting Group Advisors
Georgia
$13.7M -$1M -3,461 -7%
RBA
1152
Richard Bernstein Advisors
New York
$13.7M -$2.73M -9,423 -17%
SAG
1153
SageView Advisory Group
California
$13.6M +$500K +1,676 +4%
CFSG
1154
Community Financial Services Group
Vermont
$13.6M +$101K +348 +0.7%
JIP
1155
Jaffetilchin Investment Partners
Florida
$13.6M +$831K +2,866 +7%
FC
1156
Fulcrum Capital
Washington
$13.6M -$494K -1,703 -4%
PTB
1157
Pioneer Trust Bank
Oregon
$13.6M -$292K -1,006 -2%
PCG
1158
Prosperity Consulting Group
Maryland
$13.6M +$184K +634 +1%
VHAM
1159
Van Hulzen Asset Management
California
$13.5M -$108K -374 -0.8%
LSA
1160
L & S Advisors
California
$13.5M +$3.37M +11,624 +33%
CCC
1161
Cincinnati Casualty Company
Ohio
$13.5M – – –
CSUI
1162
Cincinnati Specialty Underwriters Insurance
Ohio
$13.5M – – –
FB
1163
Fulton Bank
Pennsylvania
$13.5M -$813K -2,805 -6%
FPGT
1164
Financial Partners Group (Tennessee)
Tennessee
$13.5M -$148K -512 -1%
CBA
1165
Coastal Bridge Advisors
Connecticut
$13.4M +$13.4M +46,309 New
IA
1166
IFP Advisors
Florida
$13.4M +$169K +583 +1%
BFO
1167
Boston Family Office
Massachusetts
$13.4M -$210K -726 -2%
SAM
1168
Smithbridge Asset Management
Pennsylvania
$13.4M -$110K -381 -0.8%
BPC
1169
Bearing Point Capital
Minnesota
$13.3M +$160K +551 +1%
MAM
1170
Mystic Asset Management
Rhode Island
$13.3M -$21.5K -74 -0.2%
DSC
1171
Duncker Streett & Co
Missouri
$13.3M +$216K +744 +2%
RIA
1172
RPG Investment Advisory
California
$13.2M -$13M -44,989 -50%
PI
1173
Pettee Investors
Connecticut
$13.2M – – –
IIM
1174
Ipswich Investment Management
Massachusetts
$13.2M +$192K +663 +1%
PT
1175
Plimoth Trust
Massachusetts
$13.2M -$85.8K -296 -0.6%
45 46
47
48 49