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JPMorgan Chase
JPM

Overview Fund Activity

4,635 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 1,982 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,635
Holders Change
+43
Holders Change %
+0.94%
% of All Funds
62.16%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.5%
New
244
Increased
1,982
Reduced
1,964
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
$15.6B
2
Barclays
Barclays
United Kingdom
$4.21B
3
Capital Research Global Investors
Capital Research Global Investors
California
$6.81B
4
Viking Global Investors
Viking Global Investors
Connecticut
$1.17B
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$486M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$12.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$5.95B
3
Sanders Capital
Sanders Capital
Florida
$1.32B
4
Fisher Asset Management
Fisher Asset Management
Washington
$4.46B
5
Morgan Stanley
Morgan Stanley
New York
$19.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$658M +$24.4M +84,041 +4%
Royal London Asset Management
102
Royal London Asset Management
United Kingdom
$657M -$18.2M -62,949 -3%
Aviva
103
Aviva
United Kingdom
$647M +$36.7M +126,742 +6%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$626M +$63.9M +220,322 +11%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$620M -$9.74M -33,588 -2%
Universal-Beteiligungs- und Servicegesellschaft
106
Universal-Beteiligungs- und Servicegesellschaft
Germany
$610M +$87.9M +303,259 +17%
Bank Julius Baer & Co
107
Bank Julius Baer & Co
Switzerland
$608M +$54.1M +186,492 +10%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$601M +$74.9M +252,986 +14%
BG
109
Bahl & Gaynor
Ohio
$600M -$5.51M -19,003 -0.9%
1832 Asset Management
110
1832 Asset Management
Ontario, Canada
$597M +$136M +468,247 +29%
Cerity Partners
111
Cerity Partners
New York
$579M -$365K -1,259 -0.1%
Allianz Asset Management
112
Allianz Asset Management
Germany
$575M -$366M -1,261,041 -39%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$573M -$52.4M -180,866 -8%
M&T Bank
114
M&T Bank
New York
$537M -$22.6M -78,067 -4%
First Trust Advisors
115
First Trust Advisors
Illinois
$531M -$7.25M -25,010 -1%
HNB
116
Huntington National Bank
Ohio
$523M -$1.6M -5,533 -0.3%
Luther King Capital Management (LKCM)
117
Luther King Capital Management (LKCM)
Texas
$521M -$14.2M -48,872 -3%
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$520M -$8.48M -29,242 -2%
Lord, Abbett & Co
119
Lord, Abbett & Co
New Jersey
$520M -$500K -1,725 -0.1%
CIBC World Market
120
CIBC World Market
Ontario, Canada
$519M -$147M -505,812 -22%
Caisse de Depot et Placement du Quebec (CDPQ)
121
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$512M -$256M -883,959 -33%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$511M -$28.3M -97,449 -5%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$497M -$5.78M -19,933 -1%
KeyBank National Association
124
KeyBank National Association
Ohio
$492M -$1.64M -5,654 -0.3%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$488M -$40.6M -140,331 -8%
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