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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 %
HIC
2151
Hartline Investment Corp
Illinois
$4.01M -$175K -605 -4%
LIM
2152
Loudon Investment Management
New Hampshire
$4.01M -$835K -2,880 -17%
MWM
2153
Marion Wealth Management
Pennsylvania
$4.01M -$190K -654 -5%
QC
2154
Quent Capital
New York
$4M +$167K +576 +4%
BAM
2155
BOS Asset Management
Illinois
$4M +$258K +891 +7%
BCM
2156
Beck Capital Management
Texas
$3.99M -$189K -653 -5%
OCPWS
2157
One Charles Private Wealth Services
Massachusetts
$3.97M +$396K +1,365 +11%
AWC
2158
Abundance Wealth Counselors
Pennsylvania
$3.97M -$5.07K -18 -0.1%
BFO
2159
Biltmore Family Office
North Carolina
$3.96M -$544K -1,878 -12%
SWM
2160
Shepherd Wealth Management
Ohio
$3.96M -$1.16M -4,028 -23%
IA
2161
Integrity Alliance
Iowa
$3.95M -$4.79M -16,528 -55%
CFG
2162
Chapman Financial Group
Hawaii
$3.95M +$3.95M +13,631 New
HIMS
2163
Hager Investment Management Services
New Hampshire
$3.95M -$68.7K -237 -2%
AWA
2164
Alta Wealth Advisors
Massachusetts
$3.95M +$34.8K +120 +0.9%
FAIM
2165
Financial Advocates Investment Management
Washington
$3.94M -$1.65M -5,697 -30%
HCM
2166
Highview Capital Management
Illinois
$3.94M +$85.5K +295 +2%
AFS
2167
Aft Forsyth & Sober
Florida
$3.94M +$58K +200 +1%
TPW
2168
Turn8 Private Wealth
$3.94M -$312K -1,075 -7%
TIA
2169
Traphagen Investment Advisors
New Jersey
$3.94M -$67K -231 -2%
ALAM
2170
Asahi Life Asset Management
Japan
$3.93M -$519K -1,791 -12%
SP
2171
SWS Partners
Ohio
$3.93M -$314K -1,084 -7%
HBT
2172
Heartland Bank & Trust
Illinois
$3.93M -$118K -406 -3%
PCH
2173
PGIM Custom Harvest
New Jersey
$3.93M -$78K -269 -2%
MCM
2174
Monument Capital Management
Virginia
$3.93M -$125K -431 -3%
Parallax Volatility Advisers
2175
Parallax Volatility Advisers
California
$3.92M -$4.74M -16,353 -55%
85 86
87
88 89