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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 %
VIP
2401
Vista Investment Partners
Oklahoma
$3.02M +$18.8K +65 +0.6%
MHWM
2402
Montz Harcus Wealth Management
Louisiana
$3.01M +$3.48K +12 +0.1%
PCS
2403
Personal CFO Solutions
New Jersey
$3.01M +$308K +1,062 +11%
ACM
2404
Arcataur Capital Management
Wisconsin
$3M +$4.64K +16 +0.2%
FCAS
2405
First Command Advisory Services
Texas
$3M +$300K +1,035 +11%
DRS
2406
Deane Retirement Strategies
Louisiana
$3M +$56.5K +195 +2%
CFG
2407
Cooper Financial Group
California
$3M +$96K +331 +3%
JF
2408
JSF Financial
California
$2.99M +$284K +980 +10%
ACL
2409
Applied Capital LLC
Florida
$2.99M +$2.03K +7 +0.1%
CAM
2410
Cacti Asset Management
Georgia
$2.99M -$144K -500 -5%
AA
2411
Addison Advisors
Vermont
$2.99M +$491K +1,693 +20%
HIIFS
2412
Harel Insurance Investments & Financial Services
Israel
$2.99M -$271K -934 -8%
CPRC
2413
Consolidated Portfolio Review Corp
New York
$2.99M +$140K +484 +5%
GGA
2414
Granite Group Advisors
Connecticut
$2.98M -$6.67K -23 -0.2%
CFG
2415
CKW Financial Group
Hawaii
$2.98M -$52.3K -180 -2%
VWM
2416
Vivid Wealth Management
Iowa
$2.98M -$240K -828 -7%
BTWM
2417
Brass Tax Wealth Management
Ohio
$2.97M +$93.6K +323 +3%
WWM
2418
Wolff Wiese Magana
California
$2.97M -$144K -497 -5%
SWK
2419
Stephen W. Kidder
$2.97M -$83.2K -287 -3%
HWA
2420
HHM Wealth Advisors
Tennessee
$2.97M -$28.7K -99 -1%
LF
2421
LifeSteps Financial
California
$2.97M +$70.4K +243 +2%
FF
2422
Farrow Financial
Vermont
$2.96M -$134K -461 -4%
CWP
2423
Core Wealth Partners
California
$2.96M +$463K +1,596 +19%
FBT
2424
First Bank & Trust
South Dakota
$2.96M -$89K -307 -3%
APW
2425
Austin Private Wealth
Texas
$2.96M +$132K +454 +5%
95 96
97
98 99