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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 %
BWG
1551
Berry Wealth Group
Texas
$8.18M +$7.25K +25 +0.1%
MCM
1552
MV Capital Management
Maryland
$8.16M -$151K -522 -2%
MWAM
1553
Manhattan West Asset Management
California
$8.15M -$2.49M -8,595 -23%
EPW
1554
Evergreen Private Wealth
Colorado
$8.14M -$82.3K -284 -1%
SC
1555
Soundwatch Capital
Connecticut
$8.14M +$8.14M +13,342 New
HNW
1556
High Note Wealth
Minnesota
$8.13M +$11.3K +39 +0.1%
SWM
1557
Scissortail Wealth Management
Oklahoma
$8.13M +$137K +472 +2%
UBG
1558
United Bank (Georgia)
Georgia
$8.12M +$404K +1,392 +5%
AIMCA
1559
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.12M -$17.8M -61,420 -69%
CCAM
1560
Codex Capital Asset Management
Texas
$8.12M – – –
RBC
1561
Romano Brothers & Co
Illinois
$8.12M -$49K -169 -0.6%
PCA
1562
Peddock Capital Advisors
Massachusetts
$8.12M -$27K -93 -0.3%
FFA
1563
Founders Financial Alliance
North Carolina
$8.09M +$112K +385 +1%
ACM
1564
Alta Capital Management
Utah
$8.08M +$348K +1,200 +4%
EHC
1565
Everett Harris & Co
California
$8.07M +$414K +1,429 +5%
LHC
1566
Little House Capital
Massachusetts
$8.07M -$1.55M -5,355 -16%
FLI
1567
Family Legacy Inc
South Carolina
$8.02M -$424K -1,461 -5%
BONH
1568
Bank of New Hampshire
New Hampshire
$8.01M -$395K -1,363 -5%
SW
1569
SkyOak Wealth
Michigan
$8.01M -$106K -364 -1%
AW
1570
Atlas Wealth
Ohio
$7.99M -$39.8K -137 -0.5%
EFG
1571
Everhart Financial Group
Ohio
$7.97M +$387K +1,334 +5%
AF
1572
Advisornet Financial
Minnesota
$7.97M +$151K +521 +2%
PCP
1573
Proficio Capital Partners
Massachusetts
$7.96M +$3.56M +12,275 +81%
OAM
1574
Occidental Asset Management
California
$7.96M +$351K +1,212 +5%
CA
1575
CoreCap Advisors
Michigan
$7.94M +$427K +1,472 +6%
61 62
63
64 65