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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 %
FCA
2026
FLC Capital Advisors
California
$4.63M -$135K -467 -3%
TCPG
2027
Trivant Custom Portfolio Group
California
$4.62M -$33.6K -116 -0.7%
KA
2028
KLCM Advisors
Wisconsin
$4.62M +$27K +93 +0.6%
JWM
2029
JPL Wealth Management
Colorado
$4.62M -$16.2K -56 -0.4%
JWM
2030
Jessup Wealth Management
Ohio
$4.6M +$14.2K +49 +0.3%
TTIC
2031
Tower Trust & Investment Company
Iowa
$4.6M +$87.3K +301 +2%
DA
2032
Dillon & Associates
Michigan
$4.59M -$47.6K -164 -1%
ACM
2033
Aster Capital Management
United Arab Emirates
$4.57M +$4.57M +15,769 New
AWM
2034
Ameliora Wealth Management
Switzerland
$4.57M -$2.1M -7,257 -32%
CG
2035
Cynosure Group
Utah
$4.55M +$123K +424 +3%
CCFM
2036
Clear Creek Financial Management
Washington
$4.55M +$87K +300 +2%
CS
2037
Crescent Sterling
Louisiana
$4.55M -$490K -1,690 -10%
FPWM
2038
FSB Premier Wealth Management
Iowa
$4.54M +$525K +1,810 +13%
RCA
2039
Ranch Capital Advisors
Florida
$4.54M +$181K +624 +4%
OCM
2040
Orleans Capital Management
Louisiana
$4.53M +$499K +1,720 +12%
CPWA
2041
Cerro Pacific Wealth Advisors
California
$4.53M -$74.2K -256 -2%
TWM
2042
Tradition Wealth Management
Minnesota
$4.53M +$615K +2,120 +16%
CCG
2043
Ceeto Capital Group
Florida
$4.53M -$123K -423 -3%
FWA
2044
FSM Wealth Advisors
Ohio
$4.51M +$1.33M +4,559 +42%
LIA
2045
LS Investment Advisors
Michigan
$4.51M +$113K +389 +3%
GA
2046
GoalVest Advisory
New York
$4.5M +$101K +347 +2%
DFA
2047
Delta Financial Advisors
Louisiana
$4.5M -$82.3K -284 -2%
UWPG
2048
Ullmann Wealth Partners Group
Florida
$4.49M +$54.5K +188 +1%
TGAM
2049
TBH Global Asset Management
Tennessee
$4.49M -$1.84M -6,347 -29%
CF
2050
Convergence Financial
Missouri
$4.49M +$6.67K +23 +0.1%
80 81
82
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