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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 %
CCWM
1751
Cassaday & Co Wealth Management
Virginia
$6.37M +$61.8K +213 +1%
BMC
1752
Beaton Management Company
Massachusetts
$6.37M – – –
RCWM
1753
Royal Capital Wealth Management
Indiana
$6.36M +$2.32K +8 +0%
NSB
1754
Norway Savings Bank
Maine
$6.35M -$53.1K -183 -0.8%
SIM
1755
Studio Investment Management
Illinois
$6.35M -$95.4K -329 -1%
SOAMC
1756
Spirit of America Management Corp
New York
$6.35M – – –
ECML
1757
Eagle Capital Management (Louisiana)
Louisiana
$6.34M +$290 +1 +0%
HI
1758
Hudock Inc
Pennsylvania
$6.32M +$8.99K +31 +0.1%
ACM
1759
Altrius Capital Management
North Carolina
$6.32M -$114K -393 -2%
BLC
1760
Brown, Lisle/Cummings
Rhode Island
$6.32M +$87K +300 +1%
BCM
1761
Blume Capital Management
California
$6.3M -$67K -231 -1%
I
1762
InvesTrust
Oklahoma
$6.3M -$5.73M -19,775 -48%
PRS
1763
Pinkerton Retirement Specialists
Idaho
$6.3M -$140K -482 -2%
DE
1764
Diversified Enterprises
Delaware
$6.29M -$74.8K -258 -1%
VWM
1765
Valley Wealth Managers
New Jersey
$6.29M -$93.4K -322 -1%
CCM
1766
Consolidated Capital Management
California
$6.29M +$177K +612 +3%
SCM
1767
Seascape Capital Management
New Hampshire
$6.28M -$267K -922 -4%
SS
1768
SBI Securities
Japan
$6.28M -$489K -1,686 -7%
AWA
1769
Aaron Wealth Advisors
Illinois
$6.27M +$414K +1,428 +7%
BIG
1770
Brooklyn Investment Group
New York
$6.24M +$2.94M +22,757 +89%
RSA
1771
River Street Advisors
Illinois
$6.23M +$74.8K +258 +1%
PRA
1772
Pine Ridge Advisers
New York
$6.23M – – –
LAM
1773
LOM Asset Management
$6.23M +$6.23M +21,482 New
APG
1774
Abacus Planning Group
South Carolina
$6.21M -$26.4K -91 -0.4%
KCP
1775
Kera Capital Partners
California
$6.2M +$445K +1,534 +8%
69 70
71
72 73