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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 %
TPWM
2076
Twelve Points Wealth Management
Massachusetts
$4.37M +$13K +45 +0.3%
OIS
2077
Okabena Investment Services
Minnesota
$4.35M +$87K +300 +2%
BL
2078
Bleichroeder LP
New York
$4.35M – – –
ALA
2079
Atlas Legacy Advisors
California
$4.34M -$411K -1,418 -9%
MGWM
2080
Marks Group Wealth Management
Minnesota
$4.34M -$1.53M -5,267 -26%
OWA
2081
Octavia Wealth Advisors
Ohio
$4.34M -$1.68M -5,796 -28%
CWM
2082
Centric Wealth Management
Illinois
$4.34M +$69.6K +241 +2%
REMPR
2083
Roof Eidam Maycock Peralta (REMP)
California
$4.34M +$29K +100 +0.7%
M1FG
2084
Mach-1 Financial Group
Arkansas
$4.33M -$390K -1,346 -8%
MPW
2085
MASECO Private Wealth
$4.33M +$4.33M +14,936 New
C
2086
Certuity
Florida
$4.32M -$146K -505 -3%
FAM
2087
Fulcrum Asset Management
United Kingdom
$4.32M +$4.32M +14,914 New
FIM
2088
FWL Investment Management
Texas
$4.32M -$82.9K -286 -2%
LWM
2089
Lodestone Wealth Management
Washington
$4.31M -$811K -2,797 -16%
LCGC
2090
Legacy Capital Group California
California
$4.31M +$1.43M +4,938 +50%
BCM
2091
Brasada Capital Management
Texas
$4.3M +$57.7K +195 +1%
EW
2092
Elyxium Wealth
California
$4.3M +$102K +351 +2%
GP
2093
Greenline Partners
New York
$4.3M +$157K +541 +4%
GAM
2094
Grandview Asset Management
Pennsylvania
$4.29M -$21.2K -73 -0.5%
AIA
2095
Affinity Investment Advisors
California
$4.29M -$196K -676 -4%
MWP
2096
Meriwether Wealth & Planning
Louisiana
$4.29M -$327K -1,129 -7%
EWM
2097
Elevatus Welath Management
New York
$4.28M +$3.09M +10,650 +259%
BCFD
2098
Boit C.F. David
$4.28M – – –
AGWCA
2099
Annis Gardner Whiting Capital Advisors
Florida
$4.28M +$231K +798 +6%
WC
2100
Weil Company
California
$4.28M -$314K -1,083 -7%
82 83
84
85 86