JPM icon

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 %
GCM
2376
GKV Capital Management
California
$3.09M -$43.5K -150 -1%
BIA
2377
Bigelow Investment Advisors
Maine
$3.09M -$2.61K -9 -0.1%
TPW
2378
Talon Private Wealth
Florida
$3.09M -$279K -963 -8%
GMFG
2379
Greater Midwest Financial Group
Minnesota
$3.09M -$9.86K -34 -0.3%
IWS
2380
Insight Wealth Strategies
California
$3.08M -$418K -1,438 -12%
LCAM
2381
London & Capital Asset Management
United Kingdom
$3.08M -$11.6K -40 -0.4%
BWP
2382
Balboa Wealth Partners
Arizona
$3.07M +$318K +1,098 +12%
MSWM
2383
McGlone Suttner Wealth Management
Wisconsin
$3.07M +$45.2K +156 +1%
SVCP
2384
Silicon Valley Capital Partners
California
$3.07M -$351K -1,211 -10%
BAM
2385
Byrne Asset Management
New Jersey
$3.07M -$141K -485 -4%
VAG
2386
VisionPoint Advisory Group
Texas
$3.07M +$921K +3,176 +43%
HTHT
2387
Hemenway Trust Hemenway Trust
New Hampshire
$3.07M -$95.7K -330 -3%
RWA
2388
Redhawk Wealth Advisors
Minnesota
$3.06M +$3.77K +13 +0.1%
SSA
2389
Sierra Summit Advisors
Nevada
$3.06M -$66.7K -230 -2%
CAL
2390
Capital Advisors Ltd
Ohio
$3.06M +$14.2K +49 +0.5%
TAM
2391
Trillium Asset Management
Massachusetts
$3.05M +$58K +200 +2%
USWG
2392
U.S. Wealth Group
New York
$3.05M -$389K -1,342 -11%
SFS
2393
Summit Financial Strategies
Ohio
$3.04M +$38K +131 +1%
CWS
2394
Cypress Wealth Services
California
$3.04M -$11.9K -41 -0.4%
KSB
2395
Kennebec Savings Bank
Maine
$3.03M -$46.4K -160 -2%
OFS
2396
OMC Financial Services
New York
$3.03M -$4.35K -15 -0.1%
GS
2397
GTS Securities
New York
$3.02M -$1.18M -4,079 -28%
HNB
2398
Hilltop National Bank
Wyoming
$3.02M +$3.02M +10,422 New
AFM
2399
Armstrong Fleming & Moore
District of Columbia
$3.02M +$1.55M +5,348 +106%
1IA
2400
1620 Investment Advisors
Massachusetts
$3.02M +$11.3K +39 +0.4%
94 95
96
97 98