JPM icon

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 %
PG
1476
Patten Group
Tennessee
$8.8M -$155K -536 -2%
HI
1477
Hoey Investments
Pennsylvania
$8.79M -$825K -2,847 -9%
AC
1478
Addison Capital
Pennsylvania
$8.78M +$61.5K +212 +0.7%
CNFG
1479
Creegan & Nassoura Financial Group
New Hampshire
$8.77M -$404K -1,395 -4%
MFG
1480
MidWestOne Financial Group
Iowa
$8.77M +$870 +3 +0%
UHC
1481
Union Heritage Capital
Michigan
$8.76M – – –
Nomura Holdings
1482
Nomura Holdings
Japan
$8.75M -$42.9M -148,063 -83%
NB
1483
Northwest Bancshares
Pennsylvania
$8.74M -$177K -611 -2%
KA
1484
Kovack Advisors
Florida
$8.72M -$123K -423 -1%
DW30
1485
Drucker Wealth 3.0
New Jersey
$8.72M -$1.94M -6,841 -18%
SC
1486
Skylands Capital
Wisconsin
$8.71M -$1.52M -5,230 -15%
AH
1487
Allen Holding
New York
$8.7M – – –
ITC
1488
Inspire Trust Company
Nevada
$8.7M +$1.45M +5,000 +20%
KWA
1489
Kingswood Wealth Advisors
California
$8.7M +$93.9K +324 +1%
IIC
1490
Ironwood Investment Counsel
Arizona
$8.7M +$900K +3,105 +12%
GIA
1491
Guyasuta Investment Advisors
Pennsylvania
$8.69M +$220K +759 +3%
FC
1492
Forte Capital
New York
$8.69M -$113K -391 -1%
RMSCM
1493
R.M. Sincerbeaux Capital Management
New York
$8.69M – – –
SBFM
1494
S-Bank Fund Management
Finland
$8.69M -$2.02M -6,974 -19%
NW
1495
Naviter Wealth
Arkansas
$8.69M +$203K +700 +2%
IA
1496
IFG Advisory
Georgia
$8.68M +$66.4K +229 +0.8%
EWA
1497
Exencial Wealth Advisors
Oklahoma
$8.65M -$83.8K -289 -1%
HCM
1498
Hall Capital Management
Rhode Island
$8.64M +$49.3K +170 +0.6%
HWA
1499
HCR Wealth Advisors
California
$8.64M -$62.3K -215 -0.7%
ACM
1500
Argyle Capital Management
Pennsylvania
$8.63M +$87K +300 +1%
58 59
60
61 62