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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 %
CV
2001
Counterweight Ventures
North Carolina
$4.83M +$165K +570 +4%
BCA
2002
Bay Colony Advisors
Massachusetts
$4.82M +$7.83K +27 +0.2%
CPBTD
2003
Central Pacific Bank - Trust Division
Hawaii
$4.82M -$33.6K -116 -0.7%
CPIA
2004
Cornell Pochily Investment Advisors
New York
$4.82M +$146K +502 +3%
VCAM
2005
Van Cleef Asset Management
Ohio
$4.82M -$63.8K -220 -1%
MWA
2006
Moser Wealth Advisors
Washington
$4.81M +$57.4K +198 +1%
KF
2007
Krilogy Financial
Missouri
$4.8M +$171K +591 +4%
BHBT
2008
Burke & Herbert Bank & Trust
Virginia
$4.79M +$82.9K +286 +2%
KM
2009
KP Management
Minnesota
$4.79M – – –
BWM
2010
BlackDiamond Wealth Management
New York
$4.77M +$2.14M +7,384 +82%
RFA
2011
Register Financial Advisors
Georgia
$4.77M -$275K -950 -5%
TCM
2012
Tandem Capital Management
New Jersey
$4.77M -$44.9K -155 -0.9%
SAM
2013
Sawgrass Asset Management
Florida
$4.76M -$227K -783 -5%
PWPS
2014
Pinnacle Wealth Planning Services
Ohio
$4.75M +$15.1K +52 +0.3%
OL
2015
Optas LLC
Texas
$4.73M -$35.9K -124 -0.8%
CCM
2016
Condor Capital Management
New Jersey
$4.73M -$56.8K -196 -1%
EFSCE
2017
Enterprise Financial Services Corp (EFSC)
Missouri
$4.71M +$80.6K +278 +2%
CBT
2018
Crews Bank & Trust
Florida
$4.71M +$10.7K +37 +0.2%
IFU
2019
iSAM Funds (UK)
United Kingdom
$4.7M +$3.33M +11,486 +242%
ZBNA
2020
Zions Bancorporation, National Association
Utah
$4.7M +$81.2K +280 +2%
RP
2021
Raelipskie Partnership
Ontario, Canada
$4.69M -$542K -1,868 -10%
IFWM
2022
Institute for Wealth Management
Colorado
$4.67M +$63.2K +218 +1%
FCCM
2023
First City Capital Management
Georgia
$4.67M -$48.7K -168 -1%
LI
2024
Lafayette Investments
Maryland
$4.65M +$530K +1,827 +13%
CIAS
2025
CFS Investment Advisory Services
New Jersey
$4.63M +$78.6K +271 +2%
79 80
81
82 83