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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 %
APSI
1226
Asset Planning Services Inc
Louisiana
$12.1M -$68.1K -235 -0.6%
BL
1227
BCWM LLC
Kansas
$12.1M -$289K -998 -2%
NCM
1228
Nelson Capital Management
California
$12.1M -$26.1K -90 -0.2%
MPIM
1229
McGinn Penninger Investment Management
Virginia
$12M -$1.52M -5,250 -11%
UAM
1230
Unison Asset Management
Florida
$12M +$161K +556 +1%
OCAM
1231
Onex Canada Asset Management
Ontario, Canada
$12M +$183K +631 +2%
GHA
1232
GW Henssler & Associates
Georgia
$12M +$8.41K +29 +0.1%
PPW
1233
Parcion Private Wealth
Washington
$12M +$98.3K +339 +0.8%
CWM
1234
Chronos Wealth Management
Florida
$11.9M +$36.2K +125 +0.3%
GCA
1235
Greenwood Capital Associates
South Carolina
$11.9M +$63.5K +219 +0.5%
SG Americas Securities
1236
SG Americas Securities
New York
$11.9M -$227M -783,357 -95%
RAM
1237
Redmond Asset Management
Virginia
$11.9M +$78K +269 +0.7%
RC
1238
RBF Capital
California
$11.9M – – –
QIM
1239
Quest Investment Management
Oregon
$11.9M +$319K +1,102 +3%
BCCM
1240
Bridge Creek Capital Management
Massachusetts
$11.9M -$404K -1,395 -3%
DAS
1241
Diversify Advisory Services
Utah
$11.9M +$3.92M +13,372 +49%
PWMAG
1242
Pinnacle Wealth Management Advisory Group
New Jersey
$11.9M -$2.32K -8 -0%
LIP
1243
Lighthouse Investment Partners
Florida
$11.9M -$17.5M -60,271 -60%
TCBWMS
1244
Texas Capital Bank Wealth Management Services
Texas
$11.9M -$534K -1,841 -4%
CNBTD
1245
Citizens National Bank Trust Department
Mississippi
$11.8M +$420K +1,450 +4%
BFG
1246
Beacon Financial Group
Texas
$11.8M -$250K -864 -2%
VA
1247
Valmark Advisers
Ohio
$11.8M +$130K +450 +1%
AG
1248
Advocate Group
Minnesota
$11.7M -$381K -1,315 -3%
CC
1249
Constitution Capital
Connecticut
$11.7M +$280K +967 +2%
IIM
1250
Intact Investment Management
Quebec, Canada
$11.7M -$2.17M -7,500 -16%
48 49
50
51 52