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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 %
MCI
2351
MRP Capital Investments
Georgia
$3.18M +$486K +1,677 +18%
NPF
2352
Norris Perne & French
Michigan
$3.17M -$579K -1,998 -15%
OWP
2353
ORG Wealth Partners
Texas
$3.17M -$21.8K -75 -0.7%
TSWM
2354
Tyler-Stone Wealth Management
Ohio
$3.16M -$108K -372 -3%
DI
2355
Diligent Investors
California
$3.16M -$46.1K -159 -1%
LF
2356
Lee Financial
Texas
$3.16M +$222K +766 +8%
BC
2357
Barrett & Company
Rhode Island
$3.15M +$4.64K +16 +0.1%
LIM
2358
Letson Investment Management
Georgia
$3.15M +$1.16K +4 +0%
HWA
2359
Heritage Wealth Advisors
Virginia
$3.15M -$341K -1,176 -10%
IC
2360
Inscription Capital
Texas
$3.14M -$6.23M -21,491 -67%
FCFC
2361
First Citizens Financial Corp
Iowa
$3.14M +$23.2K +80 +0.7%
PL
2362
Plancorp LLC
Missouri
$3.14M -$41.2K -142 -1%
IWM
2363
Iams Wealth Management
Nebraska
$3.13M -$227K -784 -7%
WCM
2364
WealthBridge Capital Management
Ohio
$3.13M +$166K +573 +6%
OHWA
2365
Oak Hill Wealth Advisors
Virginia
$3.13M +$28.6K +101 +0.9%
CFA
2366
Camarda Financial Advisors
Florida
$3.12M -$84.1K -290 -3%
6F
2367
626 Financial
Michigan
$3.11M -$28.4K -98 -0.9%
CA
2368
Continental Advisors
Utah
$3.11M – – –
OIM
2369
Oder Investment Management
California
$3.11M -$19.4K -67 -0.6%
Members Trust
2370
Members Trust
Florida
$3.11M +$318K +1,097 +11%
SCM
2371
Spreng Capital Management
Ohio
$3.11M +$290 +1 +0%
BA
2372
Birinyi Associates
Connecticut
$3.11M -$14.2K -49 -0.5%
FWM
2373
Focused Wealth Management
New York
$3.1M +$85.8K +296 +3%
RIM
2374
RW Investment Management
Idaho
$3.1M +$398K +1,374 +15%
SCG
2375
Sonata Capital Group
Washington
$3.1M -$116K -401 -4%
93 94
95
96 97