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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 %
PCA
1251
Providence Capital Advisors
North Carolina
$11.7M -$818K -2,822 -7%
NS
1252
NBC Securities
Alabama
$11.7M -$360K -1,241 -3%
AIM
1253
Anchor Investment Management
South Carolina
$11.7M +$96.8K +334 +0.8%
CT
1254
Chicago Trust
Illinois
$11.7M +$642K +2,215 +6%
PA
1255
Profund Advisors
Maryland
$11.6M -$1.11M -3,840 -9%
OFG
1256
Oxford Financial Group
Indiana
$11.6M -$272K -937 -2%
FC
1257
Fusion Capital
South Carolina
$11.6M +$31.3K +108 +0.3%
NC
1258
NBW Capital
Massachusetts
$11.6M +$63.8K +220 +0.6%
P
1259
Pitcairn
Pennsylvania
$11.5M -$1.35M -4,644 -10%
EFMC
1260
Empire Financial Management Company
New York
$11.5M -$5.8K -20 -0.1%
BOH
1261
Bank of Hawaii
Hawaii
$11.5M -$4.77M -16,441 -29%
WAS
1262
WESPAC Advisors SoCal
California
$11.5M +$51.3K +177 +0.4%
AMM
1263
American Money Management
California
$11.5M -$68.4K -236 -0.6%
OSNBOA
1264
Old Second National Bank of Aurora
Illinois
$11.5M -$732K -2,526 -6%
NO
1265
Ninety One
South Africa
$11.5M -$18.3M -62,956 -61%
VST
1266
Van Strum & Towne
California
$11.5M -$70.2K -242 -0.6%
EARNEST Partners
1267
EARNEST Partners
Georgia
$11.5M -$444K -1,533 -4%
ACM
1268
Alpha Capital Management
Texas
$11.5M -$378K -1,305 -3%
BCPWM
1269
Bradley & Co Private Wealth Management
Florida
$11.4M -$125K -431 -1%
AWM
1270
Arista Wealth Management
Nevada
$11.4M +$11M +38,086 +3,241%
SCM
1271
Shelton Capital Management
Colorado
$11.4M +$149K +514 +1%
PFBT
1272
Parkside Financial Bank & Trust
Missouri
$11.4M +$2.01M +6,927 +21%
SP
1273
Stablepoint Partners
Massachusetts
$11.4M +$6.38K +22 +0.1%
MBTD
1274
Mechanics Bank - Trust Department
California
$11.3M -$92.8K -320 -0.8%
FWP
1275
FAS Wealth Partners
Kansas
$11.3M +$803K +2,770 +8%
49 50
51
52 53