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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 %
OHWP
2201
Oak Harbor Wealth Partners
North Carolina
$3.81M -$533K -1,838 -12%
CIM
2202
Chapman Investment Management
California
$3.8M – – –
PEA
2203
Park Edge Advisors
Ohio
$3.8M +$259K +892 +7%
CA
2204
CGN Advisors
Kansas
$3.8M +$1.16K +4 +0%
PCA
2205
Purkiss Capital Advisors
Connecticut
$3.79M +$549K +1,895 +17%
MWM
2206
MGB Wealth Management
Texas
$3.79M -$70.3K -243 -2%
GA
2207
Guerra Advisors
Florida
$3.78M +$631K +2,176 +20%
LA
2208
LM Advisors
California
$3.78M +$899K +3,101 +31%
AA
2209
Advisory Alpha
Michigan
$3.78M +$68.4K +236 +2%
PWC
2210
PYA Waltman Capital
Tennessee
$3.78M +$180K +620 +5%
IF
2211
Ironwood Financial
Arizona
$3.78M – – –
MA
2212
MCF Advisors
Kentucky
$3.78M +$2.03K +7 +0.1%
WCM
2213
Winthrop Capital Management
Indiana
$3.78M -$4.35K -15 -0.1%
CWA
2214
Canvas Wealth Advisors
Kansas
$3.78M +$106K +356 +3%
EAM
2215
EULAV Asset Management
Florida
$3.77M -$581K -2,003 -13%
UM
2216
Ulysses Management
New York
$3.77M – – –
VC
2217
Vicus Capital
Pennsylvania
$3.76M +$5.22K +18 +0.1%
WI
2218
WrapManager Inc
California
$3.75M -$392K -1,352 -9%
BFA
2219
Brendel Financial Advisors
New Hampshire
$3.74M -$138K -475 -4%
PFT
2220
Providence First Trust
Arizona
$3.73M +$840K +2,897 +29%
BB
2221
Burford Brothers
Texas
$3.73M +$2.61K +9 +0.1%
AIM
2222
Aigen Investment Management
New York
$3.73M +$1.19M +4,106 +47%
CIM
2223
Caldwell Investment Management
Ontario, Canada
$3.68M – – –
MCM
2224
Morton Capital Management
California
$3.67M +$291K +1,004 +9%
GWM
2225
Greenwich Wealth Management
Connecticut
$3.67M +$2.03K +7 +0.1%
87 88
89
90 91