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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 %
SWM
1901
Sculati Wealth Management
Michigan
$5.41M -$126K -433 -2%
KF
1902
KKM Financial
Illinois
$5.41M +$1.14M +3,925 +27%
VF
1903
Virtu Financial
New York
$5.38M +$5.38M +18,567 New
LCM
1904
Leisure Capital Management
California
$5.38M -$92.8K -320 -2%
WAG
1905
Winthrop Advisory Group
Massachusetts
$5.37M +$264K +909 +5%
SSA
1906
Schonfeld Strategic Advisors
New York
$5.36M +$2.06M +7,120 +63%
AAM
1907
Aureus Asset Management
Massachusetts
$5.35M -$20.9K -72 -0.4%
VFA
1908
Voya Financial Advisors
Connecticut
$5.32M -$776K -2,704 -13%
HW
1909
Hedeker Wealth
Illinois
$5.32M -$30.7K -106 -0.6%
CCT
1910
Capital City Trust
Florida
$5.32M +$352K +1,213 +7%
MTIC
1911
Missouri Trust & Investment Company
Missouri
$5.31M -$25.8K -89 -0.5%
BWM
1912
BCGM Wealth Management
Indiana
$5.29M -$21.7K -75 -0.4%
GWM
1913
Graybill Wealth Management
Illinois
$5.28M +$43.5K +150 +0.8%
GPA
1914
Guerra Pan Advisors
New Jersey
$5.27M +$91.3K +315 +2%
BIP
1915
Blueprint Investment Partners
North Carolina
$5.27M -$1.62M -5,603 -24%
SMC
1916
Smith, Moore & Co
Missouri
$5.27M +$258K +891 +5%
OC
1917
Opinicus Capital
Florida
$5.26M -$4.64K -16 -0.1%
KAS
1918
KPP Advisory Services
Kentucky
$5.26M +$323K +1,114 +7%
AIC
1919
Archer Investment Corporation
Indiana
$5.25M +$13K +45 +0.2%
CA
1920
Continuum Advisory
Idaho
$5.25M +$254K +876 +5%
IP
1921
Investment Partners
Ohio
$5.25M -$549K -1,895 -9%
OAM
1922
Oak Asset Management
California
$5.24M -$23.2K -80 -0.4%
GLA
1923
Good Life Advisors
Pennsylvania
$5.24M +$2.03K +7 +0%
QWM
1924
Quadcap Wealth Management
Texas
$5.23M -$4.06K -14 -0.1%
3IP
1925
3Chopt Investment Partners
Virginia
$5.22M -$21.7K -75 -0.4%
75 76
77
78 79