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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 %
WCA
1176
Westover Capital Advisors
Delaware
$13.2M -$41.7K -144 -0.3%
BA
1177
Ballast Advisors
Minnesota
$13.1M -$167K -577 -1%
NEAM
1178
New England Asset Management
Connecticut
$13.1M +$56.5K +195 +0.4%
TIM
1179
Thompson Investment Management
Wisconsin
$13.1M -$647K -2,230 -5%
SC
1180
Schulhoff & Co
Ohio
$13.1M -$239K -825 -2%
BMWM
1181
Brown Miller Wealth Management
Virginia
$13.1M +$4.06K +14 +0%
PAMG
1182
Patton Albertson Miller Group
Tennessee
$13M -$99.1K -342 -0.8%
PMWMG
1183
Parr McKnight Wealth Management Group
Minnesota
$13M -$153K -529 -1%
TWM
1184
Trueblood Wealth Management
Ohio
$13M -$475K -1,638 -4%
AA
1185
Apriem Advisors
California
$13M -$1.79M -6,163 -12%
BFS
1186
Bard Financial Services
Connecticut
$12.9M -$297K -1,025 -2%
XF
1187
XML Financial
Maryland
$12.9M -$213K -733 -2%
SFG
1188
SevenBridge Financial Group
Pennsylvania
$12.9M -$141K -482 -1%
FNBOMD
1189
First National Bank of Mount Dora
Florida
$12.8M +$149K +513 +1%
JCM
1190
Jacobi Capital Management
Pennsylvania
$12.8M +$359K +1,239 +3%
KCPG
1191
Kavar Capital Partners Group
Kansas
$12.8M +$325K +1,122 +3%
PAG
1192
Private Advisory Group
Washington
$12.8M +$5.5M +18,988 +75%
BA
1193
Bridgewater Advisors
New York
$12.8M +$106K +356 +0.8%
WIA
1194
Wetzel Investment Advisors
Indiana
$12.8M -$78K -269 -0.6%
1M
1195
1248 Management
Missouri
$12.8M +$9.28K +32 +0.1%
MAM
1196
Mirabaud Asset Management
United Kingdom
$12.8M +$223K +778 +2%
RFA
1197
Rollins Financial Advisors
New York
$12.7M +$568K +1,959 +5%
ERWM
1198
Elk River Wealth Management
Colorado
$12.7M -$108K -373 -0.8%
FWTB
1199
First Western Trust Bank
Colorado
$12.7M -$196K -675 -2%
BSB
1200
Bangor Savings Bank
Maine
$12.7M -$121K -417 -0.9%
46 47
48
49 50