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JPMorgan Chase
JPM

Overview Fund Activity

4,637 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 1,983 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,637
Holders Change
+44
Holders Change %
+0.96%
% 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
244
Increased
1,983
Reduced
1,964
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 %
BGIM
151
Brandywine Global Investment Management
Pennsylvania
$376M -$18.2M -62,920 -5%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$376M +$1.33M +4,587 +0.4%
Nomura Asset Management
153
Nomura Asset Management
Japan
$371M +$2.4M +8,265 +0.7%
PAM
154
Panagora Asset Management
Massachusetts
$368M +$120M +414,353 +48%
Mawer Investment Management
155
Mawer Investment Management
Alberta, Canada
$360M +$235M +809,976 +187%
ATO
156
Alecta Tjanstepension Omsesidigt
Sweden
$360M +$31M +107,000 +9%
Brown Advisory
157
Brown Advisory
Maryland
$358M -$3.93M -13,557 -1%
ZIM
158
Zacks Investment Management
Illinois
$355M +$597K +2,058 +0.2%
CB
159
Commerce Bank
Missouri
$349M +$1.81M +6,232 +0.5%
Macquarie Group
160
Macquarie Group
Australia
$346M -$945K -3,260 -0.3%
CI Investments Inc
161
CI Investments Inc
Ontario, Canada
$346M -$52.3M -180,467 -13%
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
$344M +$119M +409,408 +53%
N
163
Natixis
France
$341M +$88.2M +304,140 +35%
GIM
164
Glenmede Investment Management
Pennsylvania
$340M +$340M +1,171,886 New
RFC
165
Regions Financial Corp
Alabama
$339M -$3.83M -13,194 -1%
Comerica Bank
166
Comerica Bank
Texas
$337M -$935K -3,226 -0.3%
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
$334M -$7.05M -24,313 -2%
AACR
168
ACR Alpine Capital Research
Missouri
$330M +$4.3M +14,824 +1%
SO
169
STRS Ohio
Ohio
$329M -$918K -3,167 -0.3%
SP
170
Sarasin & Partners
United Kingdom
$326M +$14.7M +50,697 +5%
KK
171
KLP Kapitalforvaltning
Norway
$326M +$10.1M +34,700 +3%
GLA
172
Great Lakes Advisors
Illinois
$324M -$27.5M -94,928 -8%
TAF
173
Tredje AP-fonden
Sweden
$323M +$29.2M +100,742 +10%
Public Sector Pension Investment Board (PSP Investments)
174
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$320M -$216K -744 -0.1%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$320M +$10.1M +34,949 +3%
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