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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
62.17%
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 %
MFC
1676
Mechanics Financial Corp
Ohio
$6.96M +$18.8K +65 +0.3%
BCM
1677
Bretton Capital Management
California
$6.96M – – –
MCB
1678
Morton Community Bank
Illinois
$6.95M +$20.3K +70 +0.3%
AFP
1679
Ausdal Financial Partners
Iowa
$6.95M +$389K +1,343 +6%
LNWTC
1680
Laird Norton Wetherby Trust Company
Washington
$6.93M – – –
BOPW
1681
Brandywine Oak Private Wealth
Pennsylvania
$6.92M -$912K -3,147 -12%
EFG
1682
Ethos Financial Group
Pennsylvania
$6.92M +$135K +464 +2%
HCM
1683
Hudson Capital Management
New Jersey
$6.89M -$45.2K -156 -0.7%
BEC
1684
Blue Edge Capital
Virginia
$6.89M +$16.8K +58 +0.2%
PDL
1685
Portfolio Design Labs
California
$6.89M +$1.85M +6,387 +37%
PBC
1686
Pavion Blue Capital
California
$6.88M +$240K +827 +4%
CWM
1687
Connecticut Wealth Management
Connecticut
$6.86M -$13.9K -48 -0.2%
SF
1688
Symphony Financial
Texas
$6.86M +$4.63M +18,115 +208%
NG
1689
Novem Group
New York
$6.85M +$7.25K +25 +0.1%
FAM
1690
Formidable Asset Management
Ohio
$6.85M -$16.4K -67 -0.2%
NB
1691
Nicolet Bankshares
Wisconsin
$6.83M +$253K +873 +4%
V
1692
VeraBank
Texas
$6.82M +$899K +3,102 +15%
MFS
1693
Monetta Financial Services
Illinois
$6.81M – – –
ACM
1694
AlphaStar Capital Management
North Carolina
$6.8M +$171K +589 +3%
SEIA
1695
Signature Estate & Investment Advisors
California
$6.79M +$553K +1,909 +9%
TPWA
1696
TRUE Private Wealth Advisors
Oregon
$6.77M -$286K -986 -4%
AFA
1697
Arlington Financial Advisors
California
$6.77M -$486K -1,676 -7%
SIAG
1698
Signet Investment Advisory Group
Rhode Island
$6.76M -$29.3K -101 -0.4%
HWM
1699
Hohimer Wealth Management
Washington
$6.75M -$118K -407 -2%
RW
1700
Rockport Wealth
Ohio
$6.74M +$6.74M +23,244 New
66 67
68
69 70