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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 %
BFC
1451
Bedel Financial Consulting
Indiana
$8.98M -$27.5K -95 -0.3%
ICP
1452
Ironvine Capital Partners
Nebraska
$8.98M – – –
EGA
1453
E&G Advisors
Texas
$8.97M -$231K -797 -3%
LG
1454
Leuthold Group
Minnesota
$8.95M -$150K -516 -2%
OMC
1455
Overbrook Management Corp
New York
$8.95M +$135K +467 +2%
NAM
1456
NTV Asset Management
West Virginia
$8.93M -$109K -376 -1%
AFM
1457
Abbot Financial Management
Massachusetts
$8.92M -$116K -399 -1%
MCCP
1458
Mission Creek Capital Partners
California
$8.92M -$684K -3,976 -7%
UWM
1459
Udine Wealth Management
Florida
$8.92M -$592K -2,042 -6%
SCM
1460
Summerhill Capital Management
Ontario, Canada
$8.91M -$47K -162 -0.5%
LAM
1461
L2 Asset Management
Massachusetts
$8.91M -$22K -76 -0.2%
SI
1462
Sava Infond
Slovenia
$8.91M +$652K +2,250 +8%
HW
1463
HORAN Wealth
Ohio
$8.9M +$8.9M +30,714 New
ITIM
1464
Indiana Trust & Investment Management
Indiana
$8.9M +$88.4K +305 +1%
BMA
1465
Brooks Moore & Associates
Tennessee
$8.9M +$39.1K +132 +0.4%
HIM
1466
Hillsdale Investment Management
Ontario, Canada
$8.89M +$6.99M +24,110 +369%
WBWA
1467
William B. Walkup & Associates
South Carolina
$8.87M -$580 -2 -0%
CF
1468
Concorde Financial
Texas
$8.86M +$18.3K +63 +0.2%
MA
1469
McBroom & Associates
Nevada
$8.85M – – –
CCA
1470
Cooper Capital Advisors
California
$8.85M +$34.5K +119 +0.4%
SCP
1471
Stamos Capital Partners
California
$8.84M +$3.51M +12,091 +66%
ACS
1472
Archford Capital Strategies
Illinois
$8.84M +$1.05M +3,619 +13%
HEIP
1473
Hudson Edge Investment Partners
New Jersey
$8.84M +$199K +685 +2%
O
1474
Ossiam
France
$8.83M -$575K -1,982 -6%
SSW
1475
Stone Summit Wealth
Florida
$8.82M -$99.4K -343 -1%
57 58
59
60 61