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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 %
MIP
1501
Marietta Investment Partners
Wisconsin
$8.62M -$144K -497 -2%
SACTSONJ
1502
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$8.61M – – –
AI
1503
Arvest Investments
Arkansas
$8.61M -$204K -703 -2%
PWAM
1504
Private Wealth Asset Management
Iowa
$8.61M -$738K -2,545 -8%
WE
1505
Wealth Effects
Massachusetts
$8.59M +$105K +361 +1%
FDP
1506
Financiere des Professionnels
Quebec, Canada
$8.58M -$24.1K -83 -0.3%
OFA
1507
Oak Family Advisors
Illinois
$8.58M +$2.92M +10,089 +52%
EBT
1508
Enterprise Bank & Trust
Massachusetts
$8.56M -$91.3K -315 -1%
ZCI
1509
Zevenbergen Capital Investments
Washington
$8.56M -$63.8K -220 -0.7%
CFCI
1510
Comprehensive Financial Consultants Institutional
Indiana
$8.52M -$483K -1,666 -5%
PCM
1511
Patient Capital Management
Maryland
$8.52M – – –
ANB
1512
Amarillo National Bank
Texas
$8.49M +$7.83K +27 +0.1%
AIM
1513
AHL Investment Management
Florida
$8.47M -$704K -2,427 -8%
LC
1514
Lincoln Capital
Nebraska
$8.46M -$50.1K -173 -0.6%
GCP
1515
GSA Capital Partners
United Kingdom
$8.46M +$7.42M +25,589 +714%
AIP
1516
Ameritas Investment Partners
Nebraska
$8.46M -$184K -635 -2%
HKIM
1517
Hayek Kallen Investment Management
Alabama
$8.45M +$420K +1,448 +5%
CWP
1518
Concord Wealth Partners
Virginia
$8.45M +$22.3K +77 +0.3%
CAMV
1519
Concord Asset Management (Virginia)
Virginia
$8.45M +$690K +2,379 +9%
TBT
1520
Texas Bank & Trust
Texas
$8.44M +$44.4K +153 +0.5%
GWANC
1521
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.44M +$393K +1,356 +5%
SMI
1522
Shelter Mutual Insurance
Missouri
$8.41M – – –
EFM
1523
E Fund Management
China
$8.41M -$3.14M -10,835 -27%
AIM
1524
AMI Investment Management
Indiana
$8.41M -$451K -1,557 -5%
HIC
1525
Holderness Investments Company
North Carolina
$8.4M +$279K +964 +3%
59 60
61
62 63