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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 %
BWA
2326
Blodgett Wealth Advisors
California
$3.23M +$36.8K +127 +1%
CA
2327
Calton & Associates
Florida
$3.23M +$559K +1,927 +21%
CWA
2328
Crux Wealth Advisors
California
$3.23M -$600K -2,070 -16%
YP
2329
YANKCOM Partnership
South Dakota
$3.22M +$70.7K +244 +2%
PFWA
2330
Paces Ferry Wealth Advisors
Georgia
$3.22M -$197K -679 -6%
FFA
2331
Florida Financial Advisors
Florida
$3.22M +$360K +1,240 +13%
FFA
2332
Fortune Financial Advisors
Kansas
$3.22M -$19.1K -66 -0.6%
SMH
2333
Sanders Morris Harris
Texas
$3.21M -$2.58M -8,895 -45%
NFA
2334
Northern Financial Advisors
Michigan
$3.21M +$22.6K +78 +0.7%
MHIC
2335
Marble Harbor Investment Counsel
Massachusetts
$3.21M -$357K -1,233 -10%
4WM
2336
44 Wealth Management
Oregon
$3.21M +$2.61K +9 +0.1%
CG
2337
Carmignac Gestion
France
$3.21M -$672K -2,317 -17%
SL
2338
Sentinus LLC
Illinois
$3.2M +$174K +601 +6%
WA
2339
Waddell & Associates
Tennessee
$3.2M -$248K -855 -7%
RAM
2340
RedJay Asset Management
Ontario, Canada
$3.19M – – –
PWMG
2341
Pinnacle Wealth Management Group
Michigan
$3.19M -$75.4K -260 -2%
SJIM
2342
St. Johns Investment Management
Florida
$3.19M +$16.5K +57 +0.5%
EB
2343
Exchange Bank
California
$3.19M -$73.6K -254 -2%
HCM
2344
HMS Capital Management
Tennessee
$3.19M -$113K -390 -3%
GS
2345
GWN Securities
Florida
$3.18M -$3.02M -10,187 -49%
LCM
2346
Legato Capital Management
California
$3.18M – – –
IP
2347
Ignite Planners
California
$3.18M +$22.7K +78 +0.7%
MAWA
2348
Moss Adams Wealth Advisors
Washington
$3.18M +$271K +935 +9%
SFS
2349
Solitude Financial Services
Virginia
$3.18M +$269K +928 +9%
CWA
2350
Consilium Wealth Advisory
Texas
$3.18M +$11.6K +40 +0.4%
92 93
94
95 96