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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 %
CRCM
1526
Crystal Rock Capital Management
Illinois
$8.38M +$942K +3,250 +13%
SIA
1527
SeaBridge Investment Advisors
New Jersey
$8.37M +$237K +818 +3%
ESB
1528
Essex Savings Bank
Connecticut
$8.36M -$114K -394 -1%
HPIA
1529
Hamilton Point Investment Advisors
North Carolina
$8.35M -$328K -1,132 -4%
PFM
1530
Phillips Financial Management
Indiana
$8.35M +$3.69M +12,776 +79%
CWAG
1531
Compton Wealth Advisory Group
Virginia
$8.34M +$16.5K +57 +0.2%
WIS
1532
Wright Investors Service
Connecticut
$8.33M +$14.2K +49 +0.2%
MIM
1533
MTM Investment Management
South Carolina
$8.32M +$89.6K +309 +1%
SB
1534
Strategic Blueprint
Georgia
$8.32M -$2.03M -7,018 -20%
HCM
1535
Hengehold Capital Management
Ohio
$8.3M -$199K -685 -2%
PGWM
1536
Parisi Gray Wealth Management
New Jersey
$8.3M +$53.3K +184 +0.6%
GLR
1537
Great Lakes Retirement
Ohio
$8.29M +$102K +352 +1%
LFA
1538
Lauterbach Financial Advisors
Texas
$8.29M +$5.22K +18 +0.1%
BBP
1539
Banco BTG Pactual
Brazil
$8.28M -$3.74M -12,916 -31%
Kayne Anderson Rudnick Investment Management
1540
Kayne Anderson Rudnick Investment Management
California
$8.26M +$382K +1,317 +5%
HA
1541
Herold Advisors
New York
$8.24M -$571K -1,971 -6%
HLCM
1542
Hi-Line Capital Management
South Dakota
$8.24M -$33.1K -114 -0.4%
TI
1543
tru Independence
Oregon
$8.24M -$166K -573 -2%
MSA
1544
Marino Stram & Associates
Massachusetts
$8.23M +$105K +361 +1%
CPW
1545
Cove Private Wealth
New York
$8.21M +$1.4M +4,813 +20%
HFM
1546
Hartford Financial Management
Connecticut
$8.2M -$7.17M -24,737 -47%
RCIM
1547
Red Cedar Investment Management
Michigan
$8.2M – – –
ATI
1548
Act Two Investors
California
$8.2M – – –
PTP
1549
Platform Technology Partners
New York
$8.19M +$60K +207 +0.7%
RZH
1550
Relyea Zuckerberg Hanson
Connecticut
$8.18M +$1.56M +5,375 +24%
60 61
62
63 64