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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 %
OFS
1776
OneAscent Financial Services
Alabama
$6.19M +$353K +1,216 +6%
EPIMS
1777
Evelyn Partners Investment Management Services
$6.19M +$1.65M +5,627 +36%
SFA
1778
Souders Financial Advisors
Ohio
$6.18M -$398K -1,374 -6%
MCM
1779
Marathon Capital Management
Maryland
$6.17M -$116K -400 -2%
VIM
1780
Vista Investment Management
Pennsylvania
$6.17M -$37.4K -129 -0.6%
NL
1781
NWAM LLC
Washington
$6.16M +$145K +484 +2%
GCM
1782
Gables Capital Management
Florida
$6.16M -$279K -963 -4%
CT
1783
Coastline Trust
Rhode Island
$6.15M -$74.2K -256 -1%
WIM
1784
Wittenberg Investment Management
Massachusetts
$6.15M -$203K -700 -3%
CLA
1785
Carnegie Lake Advisors
New Jersey
$6.14M -$81.5K -281 -1%
FWM
1786
Finer Wealth Management
Massachusetts
$6.13M +$103K +357 +2%
WAM
1787
Wakefield Asset Management
Colorado
$6.12M -$99.7K -344 -2%
FPF
1788
First Pacific Financial
Washington
$6.12M +$5.15M +17,755 +530%
SAM
1789
Sycomore Asset Management
France
$6.12M – – –
TLP
1790
Trinity Legacy Partners
Texas
$6.11M +$37.4K +131 +0.6%
PP
1791
Pacifica Partners
Canada
$6.11M -$94.5K -329 -2%
MG
1792
Mather Group
Illinois
$6.09M +$22.9K +79 +0.4%
AA
1793
Armis Advisers
Georgia
$6.09M +$623K +2,169 +11%
DMKJ
1794
David M. Knott Jr
$6.08M – – –
FCM
1795
Fire Capital Management
California
$6.08M +$9.28K +32 +0.2%
PWM
1796
Pines Wealth Management
North Carolina
$6.08M +$134K +454 +2%
EWM
1797
EPG Wealth Management
Georgia
$6.07M -$729K -2,515 -11%
TSMHT
1798
Thurston Springer Miller Herd & Titak
Indiana
$6.07M -$1.34M -4,635 -18%
COI
1799
Connable Office Inc
Michigan
$6.06M -$248K -855 -4%
HA
1800
Hamel Associates
New Jersey
$6.06M -$326K -1,125 -5%
70 71
72
73 74