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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 %
AC
2276
Aldebaran Capital
Indiana
$3.45M – – –
FNBOH
2277
First National Bank of Hutchinson
Kansas
$3.44M -$6.38K -22 -0.2%
PWP
2278
Precedent Wealth Partners
Texas
$3.43M +$275K +950 +9%
VWM
2279
VCI Wealth Management
Missouri
$3.43M +$263K +907 +8%
VIA
2280
Victrix Investment Advisors
Florida
$3.43M +$101K +349 +3%
VNA
2281
Valley National Advisers
Pennsylvania
$3.43M -$54.2K -187 -2%
AFC
2282
AFT Forsyth & Company
Florida
$3.43M – – –
LA
2283
Lindenwold Advisors
Pennsylvania
$3.42M +$83.8K +289 +3%
CAWM
2284
Capital Advisors Wealth Management
Washington
$3.42M -$27.8K -96 -0.8%
RBFC
2285
Roman Butler Fullerton & Co
Missouri
$3.42M -$50.2K -168 -1%
CCWM
2286
Correct Capital Wealth Management
Missouri
$3.41M +$142K +490 +4%
WDC
2287
Woodward Diversified Capital
California
$3.41M +$1.08M +3,720 +46%
BC
2288
Belmont Capital
California
$3.39M – – –
SI
2289
Saxon Interests
Texas
$3.39M – – –
MSS
2290
Mitchell Sinkler & Starr
Pennsylvania
$3.38M -$10.4M -35,950 -76%
LWM
2291
Lakeridge Wealth Management
Ohio
$3.38M -$54.2K -187 -2%
PH
2292
Pinnacle Holdings
Oklahoma
$3.37M +$175K +604 +5%
GC
2293
Gilbert & Cook
Iowa
$3.36M +$241K +830 +8%
EFH
2294
Eaton Financial Holdings
Florida
$3.36M +$2.05M +7,077 +157%
SAM
2295
Summit Asset Management
Tennessee
$3.36M +$330K +1,137 +11%
SNBOSCI
2296
Security National Bank of Sioux City Iowa
Iowa
$3.35M +$1.31M +4,520 +64%
NCM
2297
Neumann Capital Management
California
$3.34M -$188K -650 -5%
AA
2298
Auxano Advisors
Washington
$3.34M -$870 -3 -0%
AF
2299
Aldebaran Financial
$3.33M +$92.8K +320 +3%
CFO
2300
CVA Family Office
Colorado
$3.33M -$37.7K -130 -1%
90 91
92
93 94