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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 %
CA
2451
Carson Advisory
Georgia
$2.88M -$14.5K -50 -0.5%
MW
2452
MBL Wealth
North Carolina
$2.88M -$62.9K -217 -2%
AFG
2453
Allegheny Financial Group
Pennsylvania
$2.87M +$38K +131 +1%
GWCM
2454
Godshalk Welsh Capital Management
Pennsylvania
$2.87M -$42K -145 -1%
MFC
2455
Morris Financial Concepts
South Carolina
$2.87M -$28.1K -97 -1%
RSVP
2456
Ramsay Stattman Vela & Price
Colorado
$2.86M – – –
PBO
2457
Peoples Bank (Ohio)
Ohio
$2.86M -$21.7K -75 -0.8%
PIA
2458
Powell Investment Advisors
Florida
$2.86M +$792K +2,731 +38%
AGP
2459
Aspire Growth Partners
Florida
$2.86M -$20.9K -72 -0.7%
SFG
2460
Sather Financial Group
Texas
$2.85M +$27K +93 +1%
1WM
2461
1900 Wealth Management
Texas
$2.85M -$978K -3,375 -26%
NME
2462
Notis-McConarty Edward
$2.85M -$31.9K -110 -1%
KCPT
2463
Kingstone Capital Partners Texas
Texas
$2.85M -$613K -2,115 -18%
HAIM
2464
Hunter Associates Investment Management
Pennsylvania
$2.84M -$194K -670 -6%
CWM
2465
Chesapeake Wealth Management
Virginia
$2.83M -$76K -262 -3%
PWM
2466
Pinnacle Wealth Management
California
$2.83M +$2.36M +8,136 +499%
FWM
2467
Forefront Wealth Management
Pennsylvania
$2.83M -$5.22K -18 -0.2%
MTWM
2468
Masso Torrence Wealth Management
New Jersey
$2.83M +$121K +417 +4%
OKSA
2469
O'Keefe Stevens Advisory
New York
$2.83M +$252K +870 +10%
OFS
2470
Orrstown Financial Services
Pennsylvania
$2.83M -$151K -521 -5%
NWAG
2471
Net Worth Advisory Group
Utah
$2.82M -$84.9K -293 -3%
LWL
2472
Leo Wealth LLC
Texas
$2.82M +$1.26M +4,358 +81%
FP
2473
Financial Perspectives
Minnesota
$2.82M +$1.16K +4 +0%
BTWM
2474
Baker Tilly Wealth Management
Wisconsin
$2.81M -$507K -1,749 -15%
AFA
2475
AA Financial Advisors
Ohio
$2.81M -$279K -961 -9%
97 98
99
100 101