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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 %
PWM
2051
Purus Wealth Management
California
$4.48M +$632K +2,180 +16%
SC
2052
Sawyer & Company
Massachusetts
$4.48M -$37.7K -130 -0.8%
NL
2053
NVWM LLC
Pennsylvania
$4.48M +$71.3K +246 +2%
CB
2054
CNB Bank
Pennsylvania
$4.48M -$295K -1,019 -6%
CCG
2055
Chatham Capital Group
Georgia
$4.47M – – –
DBIA
2056
Dumont & Blake Investment Advisors
New Jersey
$4.47M -$4.35K -15 -0.1%
MC
2057
Martin & Co
Tennessee
$4.47M -$19.4K -67 -0.4%
MA
2058
MJP Associates
Connecticut
$4.46M +$105K +361 +2%
NI
2059
Natural Investments
California
$4.45M -$118K -407 -3%
VCP
2060
Verus Capital Partners
Arizona
$4.45M +$160K +553 +4%
HCM
2061
Hicks Capital Management
Ohio
$4.45M +$104K +357 +2%
HFP
2062
Holistic Financial Partners
Indiana
$4.45M -$50.2K -173 -1%
WCM
2063
Weaver Capital Management
Georgia
$4.44M -$44.6K -154 -1%
AIC
2064
Argus Investors Counsel
New York
$4.44M -$666K -2,296 -13%
CWIG
2065
Chung Wu Investment Group
Texas
$4.44M – – –
FFS
2066
Founders Financial Securities
Maryland
$4.44M -$24.9K -86 -0.6%
AW
2067
Alteri Wealth
California
$4.43M +$124K +428 +3%
PEAK6
2068
PEAK6
Illinois
$4.42M +$4.42M +15,256 +508,533%
IF
2069
Integrity Financial
Wyoming
$4.41M +$3.45M +11,893 +359%
VRM
2070
Vectors Research Management
New York
$4.41M -$175K -603 -4%
ACM
2071
Accent Capital Management
Ohio
$4.4M +$94.2K +325 +2%
HAG
2072
HF Advisory Group
Maryland
$4.39M +$481K +1,658 +12%
WFI
2073
West Family Investments
California
$4.39M +$1.53M +5,272 +53%
TWA
2074
TCI Wealth Advisors
Arizona
$4.39M -$40.6K -140 -0.9%
AWM
2075
Aberdeen Wealth Management
Illinois
$4.39M – – –
81 82
83
84 85