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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 %
RSS
1651
Rosenblum Silverman Sutton
California
$7.15M +$10.1K +35 +0.1%
CIM
1652
CIM Investment Management
Pennsylvania
$7.14M +$3.49M +13,156 +96%
GJWM
1653
Gilliland Jeter Wealth Management
Arkansas
$7.13M -$60K -207 -0.8%
WPI
1654
Walter Public Investments
Canada
$7.12M -$9.79M -33,777 -58%
LJCM
1655
Lee Johnson Capital Management
Texas
$7.1M +$1.88M +6,481 +36%
MCC
1656
Malaga Cove Capital
California
$7.1M -$207K -713 -3%
TPI
1657
Trust Point Inc
Wisconsin
$7.08M +$705K +2,432 +11%
PMSA
1658
Patrick M. Sweeney & Associates
Illinois
$7.08M -$3.55K -12 -0.1%
FFA
1659
Fragasso Financial Advisors
Pennsylvania
$7.06M +$447K +1,543 +7%
CGL
1660
Clarius Group LLC
Washington
$7.06M -$117K -402 -2%
AL
1661
Aspiriant LLC
California
$7.05M -$558K -1,923 -7%
SWM
1662
SeaCrest Wealth Management
New York
$7.05M -$1.38M -4,757 -16%
1IA
1663
1834 Investment Advisors
Wisconsin
$7.05M -$35.1K -121 -0.5%
SCI
1664
S&CO Inc
Massachusetts
$7.05M -$32.5K -112 -0.5%
SIAP
1665
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.05M +$82.3K +284 +1%
GCA
1666
Gradient Capital Advisors
California
$7.04M +$71K +245 +1%
SS
1667
Sunbelt Securities
Texas
$7.04M +$907K +3,783 +15%
IA
1668
Icon Advisers
Colorado
$7.03M – – –
WAS
1669
Winch Advisory Services
Wisconsin
$7.01M -$34.8K -120 -0.5%
GSB
1670
Greenfield Savings Bank
Massachusetts
$7M +$29.3K +101 +0.4%
HA
1671
Harbor Advisors
Florida
$7M – – –
OC
1672
Optimas Capital
Hong Kong
$6.99M +$269K +929 +4%
SIC
1673
Shoker Investment Counsel
Ohio
$6.97M -$50.2K -173 -0.7%
VWMG
1674
Virginia Wealth Management Group
Virginia
$6.96M +$78.3K +270 +1%
MAWCM
1675
Mine & Arao Wealth Creation & Management
California
$6.96M -$18.8K -65 -0.3%
65 66
67
68 69