JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

4,593 hedge funds and large institutions have $486B invested in JPMorgan Chase in 2025 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 1,841 increasing their positions, 2,102 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,593
Holders Change
-8
Holders Change %
-0.17%
% of All Funds
62.38%
Holding in Top 10
833
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+5.44%
% of All Funds
11.31%
New
206
Increased
1,841
Reduced
2,102
Closed
131
Calls
$7.15B
Puts
$8.45B
Net Calls
-$1.3B
Net Calls Change
+$1.05B

Top Buyers

1
Barclays
Barclays
United Kingdom
+$994M
2
UBS Group
UBS Group
Switzerland
+$492M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$393M
4
BlackRock
BlackRock
New York
+$375M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$341M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.34B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$1.3B
3
Capital International Investors
Capital International Investors
California
-$995M
4
Capital World Investors
Capital World Investors
California
-$906M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$891M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
2476
Pinion Investment Advisors
Kansas
$2.45M +$55.7K +227 +2%
UAML
2477
US Asset Management LLC
Pennsylvania
$2.44M +$372K +1,516 +18%
NME
2478
Notis-McConarty Edward
$2.44M -$6.13K -25 -0.3%
LA
2479
LM Advisors
California
$2.44M +$12K +49 +0.5%
HCM
2480
HMS Capital Management
Tennessee
$2.44M -$68.6K -320 -3%
PAM
2481
PCG Asset Management
New Jersey
$2.44M -$64.3K -262 -3%
PBO
2482
Peoples Bank (Ohio)
Ohio
$2.44M -$122K -496 -5%
PCM
2483
Pointe Capital Management
Michigan
$2.44M -$31.9K -130 -1%
BTWM
2484
Brass Tax Wealth Management
Ohio
$2.44M +$6.38K +26 +0.3%
LCGC
2485
Legacy Capital Group California
California
$2.44M -$30.7K -125 -1%
DL
2486
DOHJ LLC
Washington
$2.44M +$40.7K +166 +2%
HWM
2487
Hemington Wealth Management
Virginia
$2.43M +$57.4K +234 +2%
BFA
2488
Brown Financial Advisors
Ohio
$2.43M +$216K +881 +10%
MLA
2489
My Legacy Advisors
Oregon
$2.43M -$12.3K -50 -0.5%
BFA
2490
Beacon Financial Advisory
Ohio
$2.43M +$56.4K +230 +2%
WFI
2491
West Family Investments
California
$2.42M -$19.1K -78 -0.8%
RSVP
2492
Ramsay Stattman Vela & Price
Colorado
$2.42M +$17.2K +70 +0.7%
FFA
2493
Florida Financial Advisors
Florida
$2.42M +$929K +3,792 +62%
CPRC
2494
Consolidated Portfolio Review Corp
New York
$2.41M +$157K +642 +7%
EWM
2495
Elmwood Wealth Management
California
$2.41M -$85.1K -347 -3%
AI
2496
Axecap Investments
Ohio
$2.41M -$452K -1,844 -16%
ICM
2497
IMS Capital Management
Oregon
$2.41M -$147K -600 -6%
BIA
2498
Benchmark Investment Advisors
Illinois
$2.4M +$620K +2,529 +35%
AFG
2499
Allegheny Financial Group
Pennsylvania
$2.4M +$354K +1,443 +17%
FWM
2500
Forefront Wealth Management
Pennsylvania
$2.4M +$28.2K +115 +1%
98 99
100
101 102