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JPMorgan Chase
JPM

Overview Fund Activity

4,637 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 1,983 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,637
Holders Change
+44
Holders Change %
+0.96%
% 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
244
Increased
1,983
Reduced
1,964
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 %
NA
201
NewEdge Advisors
Louisiana
$241M +$45.5M +156,977 +23%
CCMG
202
Clark Capital Management Group
Pennsylvania
$241M +$15.1M +52,056 +7%
Empower Advisory Group
203
Empower Advisory Group
Colorado
$240M +$6.81M +23,504 +3%
ASRS
204
Arizona State Retirement System
Arizona
$237M -$851K -2,937 -0.4%
CLGM
205
Capitolis Liquid Global Markets
New York
$235M +$74.9M +258,200 +47%
FFB
206
First Financial Bankshares
Texas
$230M +$1.52M +5,228 +0.7%
Axa
207
Axa
France
$229M +$6.21M +21,437 +3%
LGF
208
LGT Group Foundation
Liechtenstein
$225M +$8.4M +28,961 +4%
Loomis, Sayles & Company
209
Loomis, Sayles & Company
Massachusetts
$224M +$24.3M +83,856 +12%
BCWM
210
Bartlett & Co Wealth Management
Ohio
$222M +$3.48M +11,988 +2%
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$222M +$13.6M +46,832 +7%
FWCM
212
Ferguson Wellman Capital Management
Oregon
$221M -$3.73M -12,853 -2%
ATN
213
AMF Tjänstepension
Sweden
$221M +$50.8M +175,324 +30%
EWA
214
EP Wealth Advisors
California
$219M +$14.3M +49,448 +7%
Calamos Advisors
215
Calamos Advisors
Illinois
$217M -$1.37M -4,733 -0.6%
Mirae Asset Global Investments
216
Mirae Asset Global Investments
South Korea
$215M +$170K +586 +0.1%
GAM
217
Groupama Asset Management
France
$215M +$7.42M +25,835 +4%
BAMF
218
BI Asset Management Fondsmaeglerselskab
Denmark
$214M +$29.6M +103,134 +16%
ProShare Advisors
219
ProShare Advisors
Maryland
$214M -$13.9M -47,963 -6%
QCM
220
Quantinno Capital Management
New York
$213M +$70.7M +243,960 +50%
CGPCS
221
Capital Group Private Client Services
California
$213M -$1.48M -5,113 -0.7%
JHP
222
James Hambro & Partners
United Kingdom
$211M -$1.15M -3,973 -0.5%
VNIM
223
Vaughan Nelson Investment Management
Texas
$211M -$11.4M -39,342 -5%
HA
224
Homestead Advisers
Virginia
$209M -$9.83M -33,900 -4%
SMDAM
225
Sumitomo Mitsui DS Asset Management
Japan
$208M +$7.86M +27,106 +4%
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