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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 %
SEP
2126
Southland Equity Partners
Missouri
$4.14M -$38.6K -133 -0.9%
UPS
2127
UHLMANN PRICE SECURITIES
Illinois
$4.13M +$4.13M +14,252 New
MLA
2128
MB, Levis & Associates
Pennsylvania
$4.13M -$47.8K -165 -1%
FFO
2129
Fiduciary Family Office
Florida
$4.13M -$23.2K -80 -0.6%
QWP
2130
Quotient Wealth Partners
Texas
$4.12M +$496K +1,711 +14%
GWM
2131
GSB Wealth Management
Connecticut
$4.11M +$6.09K +21 +0.1%
SN
2132
Sittner & Nelson
Oregon
$4.11M +$79.7K +275 +2%
PWA
2133
Phoenix Wealth Advisors
North Carolina
$4.11M -$282K -974 -6%
OWM
2134
Orca Wealth Management
Florida
$4.1M -$69.6K -240 -2%
AW
2135
Apricus Wealth
South Carolina
$4.09M -$159K -550 -4%
FDS
2136
First Dallas Securities
Texas
$4.08M -$92.8K -320 -2%
RWP
2137
Revolve Wealth Partners
New Jersey
$4.07M +$42K +145 +1%
WAM
2138
Weatherly Asset Management
California
$4.07M -$34.2K -118 -0.8%
JJBC
2139
James J. Burns & Company
New York
$4.07M +$17.7K +61 +0.4%
GI
2140
GS Investments
Minnesota
$4.07M -$48.1K -166 -1%
TAM
2141
Titleist Asset Management
Texas
$4.07M -$870 -3 -0%
EAM
2142
Empirical Asset Management
Massachusetts
$4.06M +$15.1K +52 +0.4%
AW
2143
Alaethes Wealth
Nevada
$4.05M +$33.1K +114 +0.8%
DAM
2144
Delta Asset Management
Tennessee
$4.05M -$217K -750 -5%
DI
2145
DAGCO Inc
Ohio
$4.04M -$49.6K -171 -1%
BCG
2146
Breakwater Capital Group
New Jersey
$4.04M +$6.38K +22 +0.2%
TLCM
2147
Twin Lakes Capital Management
California
$4.03M -$17.7K -61 -0.4%
OBWG
2148
Onyx Bridge Wealth Group
New York
$4.03M -$32.8K -113 -0.8%
VIS
2149
Vega Investment Solutions
France
$4.02M +$761K +2,626 +23%
CPC
2150
Congress Park Capital
New York
$4.02M -$130K -450 -3%
84 85
86
87 88