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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 %
RCM
1576
RB Capital Management
Nevada
$7.94M +$157K +540 +2%
AA
1577
Argent Advisors
Louisiana
$7.94M -$578K -1,994 -7%
LWM
1578
LJI Wealth Management
Indiana
$7.94M -$91K -314 -1%
CI
1579
Cigna Investments
Connecticut
$7.93M -$267K -920 -3%
KCM
1580
Kennedy Capital Management
Missouri
$7.92M -$1.36M -4,688 -15%
APIM
1581
Agate Pass Investment Management
Washington
$7.92M -$82.9K -286 -1%
CST
1582
Charles Schwab Trust
Nevada
$7.88M +$152K +524 +2%
MA
1583
Modus Advisors
Minnesota
$7.88M +$42K +145 +0.5%
DCM
1584
Delta Capital Management
New Jersey
$7.88M – – –
TPM
1585
Triasima Portfolio Management
Quebec, Canada
$7.87M +$1.1M +3,796 +16%
AMI
1586
Amica Mutual Insurance
Rhode Island
$7.86M +$1.74M +6,000 +28%
SCM
1587
Sitrin Capital Management
California
$7.85M -$764K -2,637 -9%
SFG
1588
Stonebridge Financial Group
Pennsylvania
$7.81M -$163K -562 -2%
CWMK
1589
Caliber Wealth Management (Kansas)
Kansas
$7.81M +$82K +283 +1%
GM
1590
GeoWealth Management
Illinois
$7.81M +$45.5K +157 +0.6%
MCWS
1591
McKinley Carter Wealth Services
West Virginia
$7.79M +$276K +951 +4%
JWCA
1592
J.W. Coons Advisors
Ohio
$7.78M +$66.7K +230 +0.9%
FPB
1593
First PREMIER Bank
South Dakota
$7.78M +$15.4K +53 +0.2%
IAMOG
1594
Investors Asset Management of Georgia
Georgia
$7.77M -$96K -331 -1%
CIAS
1595
Capital Investment Advisory Services
North Carolina
$7.75M +$884K +3,049 +13%
MCA
1596
MSH Capital Advisors
Arizona
$7.75M +$28.4K +98 +0.4%
ST
1597
Smithfield Trust
Pennsylvania
$7.74M -$56.6K -195 -0.7%
CIG
1598
Consolidated Investment Group
Colorado
$7.74M – – –
LWA
1599
Lineweaver Wealth Advisors
Ohio
$7.74M +$434K +1,497 +6%
BWM
1600
BNC Wealth Management
Oregon
$7.72M +$178K +614 +2%
62 63
64
65 66