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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 %
ARA
2426
Alexander Randolph Advisory
Virginia
$2.96M -$735K -2,536 -20%
SIG
2427
Sky Investment Group
Connecticut
$2.95M +$21.7K +75 +0.7%
HNWAG
2428
High Net Worth Advisory Group
Florida
$2.95M -$161K -555 -5%
MLA
2429
My Legacy Advisors
Oregon
$2.95M +$96.8K +336 +3%
WWM
2430
Waterway Wealth Management
Texas
$2.94M +$680K +2,346 +30%
HBW
2431
Hazlett, Burt & Watson
West Virginia
$2.94M -$85.5K -295 -3%
SCA
2432
Sandy Cove Advisors
Massachusetts
$2.94M +$344K +1,186 +13%
SFC
2433
SYM Financial Corp
Indiana
$2.93M +$1.13M +3,884 +62%
WAM
2434
Wernau Asset Management
Massachusetts
$2.93M -$420K -1,450 -13%
BST
2435
Bath Savings Trust
Maine
$2.93M -$14.8K -51 -0.5%
HWM
2436
Hemington Wealth Management
Virginia
$2.92M +$47.8K +165 +2%
BOJHT
2437
Bank of Jackson Hole Trust
Wyoming
$2.92M +$90.7K +313 +3%
PIA
2438
Perennial Investment Advisors
California
$2.92M +$98.9K +341 +4%
HAM
2439
Harmony Asset Management
Arizona
$2.91M +$3.19K +11 +0.1%
CG
2440
Corundum Group
Colorado
$2.91M -$6.67K -23 -0.2%
PIA
2441
Pinion Investment Advisors
Kansas
$2.91M +$17.7K +61 +0.6%
MAM
2442
MWA Asset Management
Massachusetts
$2.91M -$73.1K -252 -2%
YWS
2443
Yarger Wealth Strategies
Ohio
$2.91M +$568K +1,961 +24%
ACM
2444
Advent Capital Management
New York
$2.9M +$2.9M +10,000 New
WCM
2445
Windsor Capital Management
Arizona
$2.9M -$143K -494 -5%
SRC
2446
Sage Rhino Capital
California
$2.9M -$12.5K -43 -0.4%
KCM
2447
Kathmere Capital Management
Pennsylvania
$2.89M +$551K +1,901 +24%
MTC
2448
Matrix Trust Company
Colorado
$2.89M -$21.2K -73 -0.7%
PCM
2449
Pointe Capital Management
Michigan
$2.88M – – –
UAML
2450
US Asset Management LLC
Pennsylvania
$2.88M -$7.83K -27 -0.3%
96 97
98
99 100