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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 %
JF
1626
Jericho Financial
Ohio
$7.46M -$108K -372 -1%
LRPA
1627
L. Roy Papp & Associates
Arizona
$7.46M – – –
MMG
1628
Monetary Management Group
Missouri
$7.44M +$14.5K +50 +0.2%
MSAM
1629
Moloney Securities Asset Management
Missouri
$7.43M +$911K +3,142 +14%
IRAG
1630
Investment Research & Advisory Group
Georgia
$7.42M +$42.6K +147 +0.6%
PPWP
1631
Premier Path Wealth Partners
New Jersey
$7.4M +$307K +1,060 +4%
RWM
1632
RKL Wealth Management
Pennsylvania
$7.38M +$4.93K +17 +0.1%
BL
1633
BFSG LLC
California
$7.37M -$60.9K -210 -0.8%
MPPLM
1634
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.31M +$53.6K +185 +0.7%
RP
1635
Rowlandmiller & Partners
Georgia
$7.28M +$4.35K +15 +0.1%
TBNY
1636
Trustco Bank (New York)
New York
$7.27M +$709K +2,446 +11%
AB
1637
Atlas Brown
Kentucky
$7.26M +$41.7K +144 +0.6%
RWA
1638
Roberts Wealth Advisors
California
$7.25M +$43.8K +151 +0.6%
EML
1639
Eos Management LP
New York
$7.25M – – –
AIM
1640
Athena Investment Management
California
$7.23M -$77.1K -266 -1%
PWS
1641
Peloton Wealth Strategists
Indiana
$7.23M -$116K -400 -2%
BIM
1642
Brentview Investment Management
Illinois
$7.23M -$130K -450 -2%
AIMA
1643
Ables Iannone Moore & Associates
Georgia
$7.22M -$178K -614 -2%
CNC
1644
Citizens & Northern Corp
Pennsylvania
$7.22M -$330K -1,140 -4%
GBWM
1645
Granite Bay Wealth Management
New Hampshire
$7.2M -$12.2K -42 -0.2%
DCM
1646
Dudley Capital Management
Virginia
$7.2M -$5.8K -20 -0.1%
SGCA
1647
Steel Grove Capital Advisors
Tennessee
$7.19M -$580K -2,000 -7%
MVA
1648
Mount Vernon Associates
Maryland
$7.18M -$61.5K -212 -0.8%
QIM
1649
Quantitative Investment Management
Virginia
$7.18M +$4.44M +15,305 +162%
BBA
1650
Baader Bank Aktiengesellschaft
Germany
$7.15M -$1.12M -3,931 -14%
64 65
66
67 68