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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 %
BPWM
1276
BCS Private Wealth Management
New Jersey
$11.3M +$11.3M +38,903 New
CA
1277
Claro Advisors
Massachusetts
$11.3M -$1.3M -4,470 -10%
BWM
1278
BigSur Wealth Management
Florida
$11.2M -$1.45K -5 -0%
SC
1279
Syon Capital
California
$11.2M +$1.09M +3,747 +11%
SGI
1280
Summit Global Investments
Utah
$11.2M +$10.3M +35,492 +1,133%
GLLW
1281
Graves Light Lenhart Wealth
Virginia
$11.2M -$638K -2,199 -5%
WWM
1282
Western Wealth Management
Colorado
$11.2M +$654K +2,257 +6%
LSWM
1283
Lorne Steinberg Wealth Management
Canada
$11.2M -$88.4K -305 -0.8%
AWM
1284
Avior Wealth Management
Nebraska
$11.2M +$95.4K +329 +0.9%
LIM
1285
Lathrop Investment Management
Arkansas
$11.1M +$9.34M +32,224 +522%
TPA
1286
Trivium Point Advisory
Connecticut
$11.1M -$278K -959 -2%
SA
1287
Strategic Advisors
New York
$11.1M -$206K -709 -2%
HCM
1288
Hilton Capital Management
New York
$11.1M +$39.7K +137 +0.4%
UF
1289
Univest Financial
Pennsylvania
$11.1M -$417K -1,438 -4%
AAMA
1290
Advanced Asset Management Advisors
Ohio
$11.1M – – –
FFG
1291
Frisch Financial Group
New York
$11.1M -$360K -1,242 -3%
OL
1292
Owen LaRue
Kentucky
$11M +$230K +793 +2%
BWAM
1293
Boyd Watterson Asset Management
Ohio
$11M +$198K +684 +2%
HI
1294
Harbour Investments
Wisconsin
$11M +$424K +1,464 +4%
DIP
1295
DT Investment Partners
Pennsylvania
$11M -$523K -1,805 -5%
NA
1296
Nordwand Advisors
Pennsylvania
$11M +$10.8M +37,411 +8,522%
AF
1297
Apexium Financial
Texas
$11M -$2.6M -8,960 -19%
MP
1298
McDonald Partners
Ohio
$10.9M -$170K -587 -2%
CWM
1299
Chemistry Wealth Management
New York
$10.9M -$167K -576 -2%
LFG
1300
Larson Financial Group
Missouri
$10.9M +$1.12M +3,851 +11%
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