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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 %
AG
1326
AlTi Global
New York
$10.5M +$1.37M +4,751 +15%
OPW
1327
Osprey Private Wealth
New York
$10.5M +$105K +355 +1%
CICC
1328
Capital Investment Counsel (Colorado)
Colorado
$10.5M -$314K -1,084 -3%
TNBTD
1329
Trustmark National Bank Trust Department
Mississippi
$10.4M +$138K +475 +1%
HCM
1330
Howland Capital Management
Massachusetts
$10.4M -$482K -1,663 -4%
CAS
1331
Coppell Advisory Solutions
Texas
$10.4M +$10.4M +36,217 New
HWAM
1332
Hennion & Walsh Asset Management
New Jersey
$10.4M +$421K +1,452 +4%
MCP
1333
Martin Capital Partners
Oregon
$10.4M +$7.12M +24,560 +218%
MYIA
1334
Mount Yale Investment Advisors
Colorado
$10.4M +$357K +1,233 +4%
QI
1335
Qtron Investments
Massachusetts
$10.4M +$193K +666 +2%
SHA
1336
Seneca House Advisors
Virginia
$10.4M -$282K -972 -3%
DLCIG
1337
D.L. Carlson Investment Group
New Hampshire
$10.3M -$535K -1,845 -5%
JSW
1338
Journey Strategic Wealth
New Jersey
$10.3M +$2.52M +8,693 +32%
SCP
1339
Sandhill Capital Partners
New York
$10.3M +$1.53M +5,280 +17%
CT
1340
Clearstead Trust
Maine
$10.3M +$465K +1,603 +5%
RCA
1341
Resonant Capital Advisors
Wisconsin
$10.2M +$788K +2,718 +8%
GFA
1342
Gifford Fong Associates
California
$10.2M – – –
RWB
1343
RMR Wealth Builders
New Jersey
$10.2M +$457K +1,577 +5%
AOWM
1344
Alpha Omega Wealth Management
Virginia
$10.2M -$511K -1,761 -5%
WAM
1345
Werlinich Asset Management
Connecticut
$10.2M – – –
P
1346
Paradiem
Louisiana
$10.2M – – –
BA
1347
Bristlecone Advisors
Washington
$10.2M -$999K -3,446 -9%
AAM
1348
Augustine Asset Management
Florida
$10.2M +$107K +370 +1%
EM
1349
Excalibur Management
Massachusetts
$10.2M -$72.2K -249 -0.7%
BRM
1350
Boston Research & Management
Massachusetts
$10.2M -$157K -542 -2%
52 53
54
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