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 %
Capstone Investment Advisors
1201
Capstone Investment Advisors
New York
$12.7M -$16M -55,308 -56%
GA
1202
GFS Advisors
Texas
$12.6M +$12.6M +43,535 New
IB
1203
Intrust Bank
Kansas
$12.6M +$71.3K +246 +0.6%
VAS
1204
Vestmark Advisory Solutions
Massachusetts
$12.6M +$4.63M +15,979 +58%
CCM
1205
Coerente Capital Management
Ontario, Canada
$12.6M -$145K -500 -1%
TAM
1206
Townsend Asset Management
North Carolina
$12.5M -$412K -1,420 -3%
BCM
1207
Barometer Capital Management
Ontario, Canada
$12.5M -$2.66M -9,213 -18%
VCM
1208
Voleon Capital Management
California
$12.5M -$2.01M -6,933 -14%
WKWM
1209
Walter & Keenan Wealth Management
Indiana
$12.5M -$402K -1,385 -3%
XWM
1210
Xcel Wealth Management
Florida
$12.5M -$60K -207 -0.5%
WPC
1211
Wedmont Private Capital
Pennsylvania
$12.5M +$438K +1,548 +4%
ACG
1212
Allen Capital Group
Nebraska
$12.5M +$704K +2,427 +6%
CIM
1213
Contravisory Investment Management
Massachusetts
$12.4M +$27K +93 +0.2%
PL
1214
Parthenon LLC
Kentucky
$12.4M +$24.6K +85 +0.2%
KA
1215
Kintegral Advisory
New York
$12.4M -$18.6K -64 -0.1%
CCM
1216
Cinctive Capital Management
New York
$12.4M +$2.35M +8,113 +23%
CHC
1217
City Holding Co
West Virginia
$12.4M -$232K -802 -2%
GL
1218
Graypoint LLC
New York
$12.3M +$765K +2,639 +7%
IWA
1219
Icon Wealth Advisors
Texas
$12.3M +$2.32M +8,016 +23%
OBAM
1220
ODDO BHF Asset Management
France
$12.2M +$2.45M +8,449 +25%
PTC
1221
Private Trust Company
Ohio
$12.2M +$364K +1,255 +3%
CWM
1222
Compass Wealth Management
Connecticut
$12.2M +$20.6K +71 +0.2%
SAM
1223
Socorro Asset Management
Texas
$12.2M +$536K +1,850 +5%
VFM
1224
Viking Fund Management
North Dakota
$12.2M – – –
GWMIA
1225
Global Wealth Management Investment Advisory
Florida
$12.2M -$494K -1,705 -4%
47 48
49
50 51