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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 %
MWM
1601
Mattern Wealth Management
Kansas
$7.7M -$86.1K -297 -1%
SFS
1602
Strategic Financial Services
New York
$7.69M -$155K -535 -2%
CI
1603
Cherokee Insurance
Michigan
$7.69M – – –
PKC
1604
Palmer Knight Company
Florida
$7.68M -$1.95M -6,719 -20%
MCM
1605
McRae Capital Management
New Jersey
$7.67M -$64.7K -223 -0.8%
CAM
1606
Covenant Asset Management
New Jersey
$7.66M +$85.8K +296 +1%
LCM
1607
Liberty Capital Management
Michigan
$7.65M +$40K +138 +0.5%
AF
1608
Arrow Financial
New York
$7.63M -$172K -594 -2%
KIC
1609
Kensington Investment Counsel
California
$7.6M +$192K +662 +3%
OPA
1610
Old Port Advisors
Maine
$7.6M -$27K -93 -0.4%
LA
1611
LVW Advisors
New York
$7.59M -$168K -579 -2%
BC
1612
Bowman & Company
Wisconsin
$7.58M +$73.9K +255 +1%
UCI
1613
Uncommon Cents Investing
Wisconsin
$7.57M +$83.2K +287 +1%
TCA
1614
Trifecta Capital Advisors
Illinois
$7.57M +$646K +2,227 +9%
IIC
1615
Integrated Investment Consultants
Michigan
$7.55M -$1.09M -3,744 -13%
MCCA
1616
Mill Creek Capital Advisors
Pennsylvania
$7.55M -$257K -885 -3%
BP
1617
Broadleaf Partners
Ohio
$7.54M +$3.61M +12,442 +92%
SCM
1618
Silvant Capital Management
Georgia
$7.53M – – –
A
1619
Argentarii
Ohio
$7.52M -$45.8K -158 -0.6%
AIA
1620
AssuredPartners Investment Advisors
Florida
$7.51M -$1.18M -4,068 -14%
SSI
1621
Scott & Selber Inc
Texas
$7.5M +$6.09K +21 +0.1%
LDB
1622
Lee, Danner & Bass
Tennessee
$7.5M -$499K -1,722 -6%
CI
1623
CX Institutional
Indiana
$7.49M +$354K +1,220 +5%
AIS
1624
AM Investment Strategies
Tennessee
$7.48M -$79.4K -274 -1%
AWM
1625
Avaii Wealth Management
Wisconsin
$7.46M +$1.72M +5,931 +30%
63 64
65
66 67