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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 %
MEG
2301
Millstone Evans Group
Colorado
$3.32M -$147K -508 -4%
GSC
2302
G&S Capital
Colorado
$3.31M -$28.1K -97 -0.8%
USB
2303
Union Savings Bank
Connecticut
$3.31M -$502K -1,693 -13%
SGC
2304
Slocum, Gordon & Co
Rhode Island
$3.3M -$1.48M -5,121 -31%
NDBT
2305
North Dallas Bank & Trust
Texas
$3.29M +$3.29M +11,352 New
TCWM
2306
Total Clarity Wealth Management
Illinois
$3.28M +$26.1K +90 +0.8%
WDL
2307
Well Done LLC
Michigan
$3.28M +$15.1K +52 +0.5%
CW
2308
Channel Wealth
California
$3.28M +$62.3K +215 +2%
CFS
2309
CRA Financial Services
New Jersey
$3.28M +$55.4K +191 +2%
BI
2310
Bradyco Inc
Massachusetts
$3.27M – – –
FCA
2311
Fortis Capital Advisors
Kansas
$3.27M +$1.31M +4,504 +66%
FFG
2312
Fortem Financial Group
California
$3.27M -$238K -820 -7%
SPWM
2313
Schrum Private Wealth Management
Florida
$3.26M +$3.19K +11 +0.1%
WPA
2314
West Paces Advisors
Georgia
$3.26M -$16.2K -56 -0.5%
SIS
2315
Sound Income Strategies
Florida
$3.26M +$112K +387 +4%
CWM
2316
Cranbrook Wealth Management
Michigan
$3.26M +$21.2K +73 +0.7%
SEEDPG
2317
S.E.E.D. Planning Group
New York
$3.26M -$96.5K -333 -3%
FMP
2318
Financial Management Professionals
Texas
$3.26M +$35.7K +123 +1%
BMWS
2319
Brady Martz Wealth Solutions
North Dakota
$3.25M -$37.1K -128 -1%
AFM
2320
Aspetuck Financial Management
Connecticut
$3.25M – – –
CMI
2321
Clare Market Investments
Texas
$3.25M +$870 +3 +0%
CPC
2322
Cookson Peirce & Co
Pennsylvania
$3.24M -$141K -485 -4%
FFC
2323
First Financial Corp
Indiana
$3.24M -$165K -569 -5%
RA
2324
Rockingstone Advisors
Massachusetts
$3.24M -$1.03M -3,540 -24%
AGAM
2325
Audent Global Asset Management
California
$3.24M -$15.7K -54 -0.5%
91 92
93
94 95