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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 %
WWA
1426
WCG Wealth Advisors
Nevada
$9.16M -$78K -269 -0.8%
DA
1427
DCM Advisors
New York
$9.16M +$846K +2,919 +10%
WP
1428
WealthShield Partners
North Carolina
$9.13M -$156K -537 -2%
FFN
1429
Focus Financial Network
Minnesota
$9.13M -$1.01M -3,491 -10%
FMB
1430
Field & Main Bank
Kentucky
$9.12M -$377K -1,302 -4%
TC
1431
TownSquare Capital
Utah
$9.11M -$48.3M -166,483 -84%
CIP
1432
Capital Insight Partners
Arizona
$9.11M -$385K -1,328 -4%
BA
1433
Baugh & Associates
Georgia
$9.1M -$450K -1,663 -5%
MC
1434
Mirabaud & Cie
Switzerland
$9.09M -$540K -1,861 -6%
WTA
1435
Washington Trust Advisors
Massachusetts
$9.08M -$83.5K -288 -0.9%
HAC
1436
Harbor Advisory Corp
New Hampshire
$9.08M -$676K -2,332 -7%
SAI
1437
Savvy Advisors Inc
New York
$9.08M +$2.77M +9,559 +44%
RFN
1438
RDA Financial Network
Iowa
$9.08M +$230K +794 +3%
PAM
1439
Paradigm Asset Management
New York
$9.07M +$841K +2,900 +10%
MYLI
1440
Meiji Yasuda Life Insurance
Japan
$9.07M -$27.4M -94,471 -75%
GBT
1441
Grove Bank & Trust
Florida
$9.06M +$12.5K +43 +0.1%
DIM
1442
DLK Investment Management
California
$9.05M +$179K +619 +2%
GFP
1443
Gryphon Financial Partners
Ohio
$9.05M +$981K +3,383 +12%
MA
1444
MSA Advisors
California
$9.05M – – –
BP
1445
BBR Partners
New York
$9.04M -$451K -1,555 -5%
DWM
1446
Diversify Wealth Management
Utah
$9.03M +$651K +2,224 +8%
SAM
1447
Sompo Asset Management
Japan
$8.99M -$103K -356 -1%
SPG
1448
Strategic Planning Group
Utah
$8.99M +$406K +1,400 +5%
CBB
1449
Citizens Business Bank
California
$8.99M +$261K +902 +3%
SAW
1450
Signal Advisors Wealth
Michigan
$8.99M +$909K +3,136 +11%
56 57
58
59 60