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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, 1,982 increasing their positions, 1,967 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
1,982
Reduced
1,967
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 %
HDIM
1976
Hanson & Doremus Investment Management
Vermont
$4.98M -$1.24M -4,292 -20%
AWM
1977
Aprio Wealth Management
Georgia
$4.97M +$179K +616 +4%
PWG
1978
Portside Wealth Group
Utah
$4.97M +$137K +474 +3%
KNW
1979
Kesler Norman & Wride
Utah
$4.97M +$103K +357 +2%
CFFP
1980
Center for Financial Planning
Michigan
$4.93M -$70.4K -243 -1%
PPC
1981
Park Place Capital
Alabama
$4.93M +$596K +2,053 +14%
TC
1982
Tairen Capital
Hong Kong
$4.93M -$12.2M -41,995 -71%
CTC
1983
Cetera Trust Company
Minnesota
$4.93M -$35.4K -122 -0.7%
CFS
1984
Commonwealth Financial Services
West Virginia
$4.92M +$24.1K +83 +0.5%
HFM
1985
Hartford Funds Management
Pennsylvania
$4.91M -$101K -350 -2%
CWM
1986
Crowley Wealth Management
Delaware
$4.91M -$181K -625 -4%
GEA
1987
Glen Eagle Advisors
New Jersey
$4.9M -$203K -699 -4%
BCM
1988
Boltwood Capital Management
California
$4.9M +$139K +478 +3%
MCM
1989
Manchester Capital Management
Vermont
$4.9M -$162K -559 -3%
WFG
1990
Wills Financial Group
Virginia
$4.9M +$17.4K +60 +0.4%
AIIMS
1991
Analyst IMS Investment Management Services
Israel
$4.9M +$130K +447 +3%
MM
1992
Morangie Management
Florida
$4.89M +$1.09M +3,764 +29%
BSA
1993
Bull Street Advisors
Georgia
$4.88M -$34.8K -120 -0.7%
AFA
1994
Antonelli Financial Advisors
Michigan
$4.87M -$6.38K -22 -0.1%
ATWA
1995
Arbor Trust Wealth Advisors
Michigan
$4.86M -$457K -1,575 -9%
CBT
1996
Central Bank & Trust
Kentucky
$4.86M -$143K -494 -3%
DAL
1997
Delta Accumulation LLC
California
$4.85M +$4.85M +23,000 +575,000%
OF
1998
Outfitter Financial
Maine
$4.84M -$123K -425 -2%
VFM
1999
Vision Financial Markets
Connecticut
$4.84M +$580 +2 +0%
SC
2000
Searle & Co
Connecticut
$4.83M -$4.93K -17 -0.1%
78 79
80
81 82