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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 %
LRWA
1876
Long Run Wealth Advisors
New York
$5.54M -$776K -2,675 -12%
MIM
1877
Moseley Investment Management
Florida
$5.54M +$115K +395 +2%
PSB
1878
Piscataqua Savings Bank
New Hampshire
$5.53M -$50.7K -175 -0.9%
RFWA
1879
RPg Family Wealth Advisory
Massachusetts
$5.52M +$5.52M +19,050 New
Group One Trading
1880
Group One Trading
Illinois
$5.52M +$5.52M +19,035 New
TP
1881
Tranquility Partners
Tennessee
$5.52M -$14.2K -49 -0.3%
PMA
1882
Prudent Man Advisors
Illinois
$5.51M +$547K +1,887 +11%
HA
1883
Huntleigh Advisors
Missouri
$5.51M +$40.3K +139 +0.7%
MUAMU
1884
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.51M -$580K -2,000 -10%
MC
1885
Marest Capital
California
$5.51M +$563K +1,941 +11%
GIM
1886
Generali Investments Management
Slovenia
$5.5M +$48.9K +169 +0.9%
FFS
1887
Fischer Financial Services
Pennsylvania
$5.5M -$104K -361 -2%
MIM
1888
Miller Investment Management
Pennsylvania
$5.49M – – –
PC
1889
Permanens Capital
New York
$5.47M +$606K +2,092 +12%
WCM
1890
Wisconsin Capital Management
Wisconsin
$5.47M +$5.47M +18,861 New
BO
1891
Bank OZK
Arkansas
$5.46M -$156K -537 -3%
CH
1892
Canton Hathaway
Rhode Island
$5.46M – – –
SPC
1893
Spirepoint Private Client
Florida
$5.46M -$127K -439 -2%
BMC
1894
Benin Management Corp
Connecticut
$5.45M +$359K +1,240 +7%
BFPW
1895
BOK Financial Private Wealth
Colorado
$5.45M -$670K -2,312 -11%
SDWIA
1896
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.45M – – –
1WA
1897
180 Wealth Advisors
Washington
$5.43M -$82.6K -285 -1%
ACM
1898
Aljian Capital Management
Nevada
$5.42M -$103K -357 -2%
TI
1899
TTP Investments
California
$5.42M +$5.22K +18 +0.1%
PWCM
1900
Processus Wealth & Capital Management
Tennessee
$5.41M +$79.4K +274 +1%
74 75
76
77 78