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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 %
DDC
1351
DF Dent & Co
Maryland
$10.2M -$1.06M -3,661 -9%
SFI
1352
SPC Financial Inc
Maryland
$10.2M -$196K -677 -2%
KCM
1353
Kingdon Capital Management
New York
$10.1M +$10.1M +35,000 New
JFG
1354
Jefferies Financial Group
New York
$10.1M +$375K +1,293 +4%
BWL
1355
Bogart Wealth LLC
Virginia
$10.1M -$847K -2,920 -8%
ALC
1356
Alexander Labrunerie & Co
Missouri
$10.1M +$580 +2 +0%
ADL
1357
Asset Dedication LLC
California
$10M +$440K +1,517 +5%
ST
1358
Somerset Trust
Pennsylvania
$10M -$221K -761 -2%
CAM
1359
Columbia Asset Management
Michigan
$10M -$277K -955 -3%
MLIC
1360
Mandatum Life Insurance Company
Finland
$10M – – –
SIG
1361
Sargent Investment Group
Maryland
$10M +$4.66K +16 +0%
DS
1362
DRW Securities
Illinois
$10M +$47.5K +164 +0.5%
AWM
1363
Accurate Wealth Management
Florida
$9.99M +$615K +2,135 +7%
PTC
1364
Philadelphia Trust Company
Pennsylvania
$9.97M -$14.5K -50 -0.1%
FCMT
1365
Founders Capital Management (Texas)
Texas
$9.95M -$107K -369 -1%
RA
1366
RFG Advisory
Alabama
$9.95M -$59.7K -206 -0.6%
LFA
1367
Legacy Financial Advisors
Kentucky
$9.94M -$1.07M -3,678 -10%
OWP
1368
Obermeyer Wealth Partners
Colorado
$9.93M +$295K +1,018 +3%
SFA
1369
Semmax Financial Advisors
North Carolina
$9.9M -$645K -2,233 -6%
RWM
1370
Rockline Wealth Management
New York
$9.87M +$33.1K +114 +0.3%
HZ
1371
Hixon Zuercher
Ohio
$9.87M -$1.44M -4,980 -13%
IAS
1372
Insigneo Advisory Services
Florida
$9.86M +$521K +1,798 +6%
BBWA
1373
Bell & Brown Wealth Advisors
California
$9.85M +$15.1K +52 +0.2%
FBFS
1374
First Business Financial Services
Wisconsin
$9.84M +$255K +878 +3%
HCM
1375
Harvey Capital Management
Florida
$9.84M -$55.2K -190 -0.6%
53 54
55
56 57