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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 %
WIM
1301
WealthPlan Investment Management
Nebraska
$10.9M +$1.49M +5,153 +16%
SNB
1302
Security National Bank
Nebraska
$10.9M +$201K +692 +2%
BSC
1303
Brown Shipley & Co
United Kingdom
$10.8M -$1.18M -4,087 -10%
AC
1304
Arrow Capital
Australia
$10.8M +$10.8M +24,459 New
AT
1305
American Trust
Kentucky
$10.8M +$263K +908 +2%
RSWM
1306
Robertson Stephens Wealth Management
California
$10.8M -$1.17M -4,050 -10%
SAM
1307
Smartleaf Asset Management
Massachusetts
$10.8M -$767K -2,670 -7%
CGIM
1308
Capital Group Investment Management
Singapore
$10.7M -$1.01M -3,468 -9%
HT
1309
Headlands Technologies
Illinois
$10.7M +$8.85M +30,528 +478%
SAI
1310
Systematic Alpha Investments
New Jersey
$10.7M – – –
CAG
1311
Csenge Advisory Group
Florida
$10.7M -$354K -1,340 -3%
SIA
1312
Soltis Investment Advisors
Utah
$10.7M -$1.52M -5,234 -12%
AWA
1313
Arete Wealth Advisors
Illinois
$10.6M -$9.03M -31,145 -46%
BB
1314
Berkshire Bank
Massachusetts
$10.6M -$367K -1,265 -3%
WCA
1315
Waratah Capital Advisors
Ontario, Canada
$10.6M -$4.79M -16,539 -31%
WAS
1316
Wealth Advisory Solutions
Indiana
$10.6M -$92.2K -318 -0.9%
DIA
1317
Dean Investment Associates
Ohio
$10.6M +$152K +526 +1%
TA
1318
TFG Advisers
Michigan
$10.6M +$24.4K +84 +0.2%
CWM
1319
Cordatus Wealth Management
Pennsylvania
$10.6M -$20.3K -70 -0.2%
IA
1320
IFC Advisors
California
$10.5M +$442K +1,525 +4%
IAIM
1321
International Assets Investment Management
Florida
$10.5M +$10.5M +1,580,159 New
BFC
1322
Blue Fin Capital
Rhode Island
$10.5M +$10.5M +36,270 New
HCM
1323
Hodges Capital Management
Texas
$10.5M -$78K -269 -0.7%
LT
1324
Legacy Trust
Michigan
$10.5M -$484K -1,668 -4%
CRI
1325
Commonwealth Retirement Investments
Virginia
$10.5M -$3.75M -12,932 -26%
51 52
53
54 55