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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 %
MPA
1951
Marvin & Palmer Associates
Delaware
$5.12M +$1.41M +4,873 +38%
BCM
1952
Brookmont Capital Management
Texas
$5.12M -$937K -3,232 -15%
ABWM
1953
Alpine Bank Wealth Management
Colorado
$5.12M -$36.8K -127 -0.7%
WA
1954
WP Advisors
California
$5.1M +$115K +395 +2%
TPW
1955
Transatlantique Private Wealth
New York
$5.1M -$356K -1,229 -7%
VIP
1956
Viewpoint Investment Partners
Alberta, Canada
$5.1M +$2.93M +10,095 +135%
WA
1957
Wealth Alliance
New York
$5.09M +$208K +719 +4%
HVP
1958
Hudson Value Partners
Florida
$5.09M +$641K +2,210 +14%
BHB
1959
Bank Hapoalim BM
Israel
$5.08M -$458K -1,581 -8%
WFAG
1960
Worth Financial Advisory Group
North Carolina
$5.07M +$20.9K +72 +0.4%
MFS
1961
Mirabella Financial Services
United Kingdom
$5.07M -$12.6M -43,397 -71%
MFS
1962
Mattson Financial Services
Michigan
$5.06M +$73.1K +252 +1%
BCM
1963
Buckhead Capital Management
Georgia
$5.05M -$3.49M -12,037 -41%
PSP
1964
Principal Street Partners
Tennessee
$5.04M +$2.98M +10,272 +144%
VBCG
1965
Valley Brook Capital Group
Pennsylvania
$5.04M +$44.1K +152 +0.9%
DA
1966
Denali Advisors
California
$5.04M -$232K -800 -4%
SFG
1967
Snider Financial Group
Washington
$5.03M -$27.5K -95 -0.5%
CIP
1968
Convergence Investment Partners
Florida
$5.03M +$366K +1,261 +8%
BWM
1969
BKM Wealth Management
Wisconsin
$5.02M +$10.1K +35 +0.2%
ODG
1970
O'Dell Group
Ohio
$5.02M -$11.9K -41 -0.2%
GPFA
1971
Game Plan Financial Advisors
Ohio
$5.02M +$152K +524 +3%
MIA
1972
MeadowBrook Investment Advisors
Michigan
$5.01M -$71.6K -247 -1%
AWM
1973
Aries Wealth Management
Maine
$5M -$350K -1,206 -7%
AG
1974
Algert Global
California
$5M -$188K -650 -4%
MCA
1975
Magnolia Capital Advisors
Mississippi
$4.99M -$169K -584 -3%
77 78
79
80 81