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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 %
FMTCOCP
1851
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.66M +$7.83K +27 +0.1%
MSK
1852
Melissa S. Kampmann
$5.65M -$125K -430 -2%
KP
1853
Keel Point
Alabama
$5.65M +$475K +1,637 +9%
TWP
1854
Tyche Wealth Partners
Texas
$5.65M +$65.2K +225 +1%
ICP
1855
Impact Capital Partners
Colorado
$5.64M +$638K +2,202 +13%
ZF
1856
Zhang Financial
Michigan
$5.64M +$1.74K +6 +0%
GIM
1857
Gold Investment Management
Alberta, Canada
$5.63M +$75.2K +259 +1%
FIC
1858
FCG Investment Company
Tennessee
$5.62M +$73.3K +253 +1%
CCA
1859
Cobblestone Capital Advisors
New York
$5.61M +$420K +1,448 +8%
WPC
1860
White Pine Capital
Minnesota
$5.61M +$50.7K +175 +0.9%
NF
1861
Nvest Financial
New Hampshire
$5.61M +$81.8K +282 +1%
CCWA
1862
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.61M +$1.43M +4,941 +34%
HCM
1863
Huber Capital Management
California
$5.6M – – –
SWM
1864
Segment Wealth Management
Texas
$5.6M +$61.8K +213 +1%
NWM
1865
Northcape Wealth Management
New York
$5.6M -$133K -460 -2%
RDFA
1866
Ritter Daniher Financial Advisory
Ohio
$5.6M +$30.2K +104 +0.5%
FBC
1867
Fairfield, Bush & Co
Connecticut
$5.59M -$101K -349 -2%
HIC
1868
Harvey Investment Company
Kentucky
$5.59M – – –
FAP
1869
Financial Advisory Partners
Florida
$5.58M -$319K -1,100 -5%
EWM
1870
Evermay Wealth Management
Virginia
$5.57M -$62.3K -215 -1%
DA
1871
Doliver Advisors
Texas
$5.57M -$419K -1,446 -7%
LM
1872
Lincluden Management
Ontario, Canada
$5.56M -$1.52M -5,230 -21%
AAS
1873
Ameritas Advisory Services
Nebraska
$5.56M -$4.52M -15,597 -45%
VCM
1874
Violich Capital Management
California
$5.56M -$315K -1,085 -5%
PCM
1875
Princeton Capital Management
New Jersey
$5.54M +$33.6K +116 +0.6%
73 74
75
76 77