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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 %
KFI
1701
Key Financial Inc
Pennsylvania
$6.74M -$5.8K -20 -0.1%
DA
1702
Dover Advisors
Virginia
$6.72M -$961K -3,315 -13%
MWA
1703
Midland Wealth Advisors
Illinois
$6.72M -$72.2K -249 -1%
BOS
1704
Bank of Stockton
California
$6.67M -$69.9K -241 -1%
EC
1705
Enhancing Capital
Pennsylvania
$6.67M – – –
LS
1706
Leelyn Smith
Illinois
$6.66M -$180K -621 -3%
WMA
1707
West Michigan Advisors
Michigan
$6.66M +$113K +389 +2%
ORC
1708
O'Rourke & Company
Massachusetts
$6.66M -$96.8K -334 -1%
MCM
1709
Mainstay Capital Management
Michigan
$6.64M +$3.33M +11,470 +100%
PCTC
1710
Perkins Coie Trust Company
Washington
$6.64M -$33K -114 -0.5%
AF
1711
AGP Franklin
Tennessee
$6.63M +$84.9K +293 +1%
KJHP
1712
K.J. Harrison & Partners
Ontario, Canada
$6.62M -$3.77M -13,000 -36%
NPA
1713
Nichols & Pratt Advisers
Massachusetts
$6.61M +$184K +635 +3%
WPW
1714
Waldron Private Wealth
Pennsylvania
$6.61M -$201K -692 -3%
GD
1715
Grandfield & Dodd
New York
$6.59M +$139K +478 +2%
NCM
1716
NCM Capital Management
New Jersey
$6.58M +$14.8K +51 +0.2%
SWA
1717
SOA Wealth Advisors
New York
$6.56M -$109K -725 -2%
TSWM
1718
Triangle Securities Wealth Management
North Carolina
$6.56M -$1.08M -3,709 -14%
CWM
1719
Cornerstone Wealth Management
Missouri
$6.56M -$17.1K -59 -0.3%
CIA
1720
Cohen Investment Advisors
New Hampshire
$6.56M +$109K +377 +2%
KTC
1721
Kentucky Trust Company
Kentucky
$6.55M -$34.8K -120 -0.5%
HPCM
1722
Hunter Perkins Capital Management
Illinois
$6.55M +$13K +45 +0.2%
TM
1723
TigerOak Management
New Mexico
$6.55M +$279K +963 +4%
SLC
1724
Second Line Capital
Louisiana
$6.55M +$82K +283 +1%
ECM
1725
ExodusPoint Capital Management
New York
$6.54M -$34M -117,286 -84%
67 68
69
70 71