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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 %
BFG
2251
Berger Financial Group
Minnesota
$3.58M -$40.3K -139 -1%
WMP
2252
Wealth Management Partners
Arizona
$3.55M +$73.9K +253 +2%
VWS
2253
Virtus Wealth Solutions
New Jersey
$3.55M -$48.1K -166 -1%
OIA
2254
Optimum Investment Advisors
Illinois
$3.55M +$2.9K +10 +0.1%
WHC
2255
Wulff, Hansen & Co
California
$3.55M -$101K -350 -3%
FH
2256
FWG Holdings
Florida
$3.54M +$49.1K +167 +1%
NHC
2257
Nicholas Hoffman & Company
Georgia
$3.54M +$54.8K +189 +2%
LC
2258
LCNB Corp
Ohio
$3.54M -$15.9K -55 -0.4%
EG
2259
Ellerson Group
Maryland
$3.54M -$12.2K -42 -0.3%
STAS
2260
Strong Tower Advisory Services
Minnesota
$3.53M +$146K +504 +4%
AI
2261
Axecap Investments
Ohio
$3.53M +$682K +2,353 +24%
Aristotle Capital Management
2262
Aristotle Capital Management
California
$3.52M -$580 -2 -0%
GG
2263
Gleason Group
Kentucky
$3.52M -$331K -1,143 -9%
ACM
2264
Allred Capital Management
Texas
$3.52M -$75.4K -260 -2%
FA
2265
Financial Advisors
Massachusetts
$3.52M +$2.61K +9 +0.1%
PCMN
2266
Paradigm Capital Management (Nevada)
Nevada
$3.52M -$33.3K -115 -0.9%
S
2267
Sunpointe
Missouri
$3.51M +$1.57M +5,427 +81%
DAS
2268
DMKC Advisory Services
Iowa
$3.5M +$395K +1,361 +13%
TWP
2269
Tempus Wealth Planning
California
$3.5M +$181K +623 +5%
EBWM
2270
Eagle Bluffs Wealth Management
Missouri
$3.5M +$15.7K +54 +0.4%
BHA
2271
Beech Hill Advisors
New York
$3.5M -$724K -2,496 -17%
GC
2272
Guardian Capital
Ontario, Canada
$3.49M -$830K -2,862 -19%
PWM
2273
Palumbo Wealth Management
New York
$3.48M +$110K +381 +3%
BWP
2274
BSW Wealth Partners
Colorado
$3.47M -$7.54K -26 -0.2%
MCWA
2275
Meadow Creek Wealth Advisors
Georgia
$3.46M -$23.5K -81 -0.7%
89 90
91
92 93