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JPMorgan Chase
JPM

Overview Fund Activity

4,635 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 1,982 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,635
Holders Change
+43
Holders Change %
+0.94%
% of All Funds
62.16%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.5%
New
244
Increased
1,982
Reduced
1,964
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
$15.6B
2
Barclays
Barclays
United Kingdom
$4.21B
3
Capital Research Global Investors
Capital Research Global Investors
California
$6.81B
4
Viking Global Investors
Viking Global Investors
Connecticut
$1.17B
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$486M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$12.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$5.95B
3
Sanders Capital
Sanders Capital
Florida
$1.32B
4
Fisher Asset Management
Fisher Asset Management
Washington
$4.46B
5
Morgan Stanley
Morgan Stanley
New York
$19.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$78.8B -$244M -842,398 -0.3%
BlackRock
2
BlackRock
New York
$59.7B -$675M -2,327,705 -1%
State Street
3
State Street
Massachusetts
$36.3B -$647M -2,230,688 -2%
Morgan Stanley
4
Morgan Stanley
New York
$19.4B -$687M -2,369,463 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$17.6B +$86.6M +300,160 +0.5%
Bank of America
6
Bank of America
North Carolina
$15.6B +$1.82B +6,287,359 +13%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$12.2B -$1.44B -4,962,193 -11%
Norges Bank
8
Norges Bank
Norway
$10.3B +$10.3B +35,511,741 New
Northern Trust
9
Northern Trust
Illinois
$9.43B -$167M -576,167 -2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$8.33B -$52M -179,464 -0.6%
Capital International Investors
11
Capital International Investors
California
$8.16B -$186M -640,664 -2%
Capital World Investors
12
Capital World Investors
California
$7.03B -$267M -921,241 -4%
Wells Fargo
13
Wells Fargo
California
$6.86B -$101M -349,112 -1%
Capital Research Global Investors
14
Capital Research Global Investors
California
$6.81B +$612M +2,109,979 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.79B -$400M -1,380,168 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.6B -$167M -575,452 -2%
Ameriprise
17
Ameriprise
Minnesota
$6.35B -$149M -511,997 -2%
Goldman Sachs
18
Goldman Sachs
New York
$6.13B +$362M +1,248,267 +6%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$5.95B -$969M -3,342,908 -14%
UBS Group
20
UBS Group
Switzerland
$5.92B -$444M -1,529,846 -7%
UBS AM
21
UBS AM
Illinois
$5.76B +$419M +1,443,734 +8%
Charles Schwab
22
Charles Schwab
California
$5.74B -$16.7M -57,502 -0.3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$5.59B -$237M -818,451 -4%
Legal & General Group
24
Legal & General Group
United Kingdom
$5.31B -$188M -648,097 -3%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$5.03B -$241M -830,999 -5%
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