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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 %
MPCG
2501
Matrix Private Capital Group
New York
$2.4M -$121K -493 -5%
SFG
2502
Sather Financial Group
Texas
$2.39M +$164K +669 +7%
APW
2503
Austin Private Wealth
Texas
$2.39M +$177K +722 +8%
WW
2504
Waterfront Wealth
Kansas
$2.39M +$9.57K +39 +0.4%
PIA
2505
Perennial Investment Advisors
California
$2.38M +$106K +434 +5%
FP
2506
Financial Perspectives
Minnesota
$2.38M +$981 +4 +0%
PWM
2507
Prentice Wealth Management
New York
$2.37M -$89.5K -365 -4%
DBG
2508
De Burlo Group
Massachusetts
$2.36M +$40.5K +165 +2%
Members Trust
2509
Members Trust
Florida
$2.36M +$419K +1,710 +22%
SWA
2510
Strategies Wealth Advisors
Michigan
$2.36M +$1.36M +5,541 +136%
GCM
2511
Gladius Capital Management
Illinois
$2.35M -$1.05M -4,279 -31%
TB
2512
Terril Brothers
Missouri
$2.35M +$85.6K +349 +4%
CSC
2513
Caldwell Sutter Capital
California
$2.35M -$132K -538 -5%
UCB
2514
United Community Bank
South Carolina
$2.35M +$102K +415 +5%
NL
2515
Navalign LLC
California
$2.35M -$67K -273 -3%
SFWA
2516
Summit Financial Wealth Advisors
Louisiana
$2.34M +$5.15K +21 +0.2%
BWP
2517
Balboa Wealth Partners
Arizona
$2.33M -$275K -1,121 -11%
GWA
2518
GGM Wealth Advisors
Maryland
$2.33M – – –
QIM
2519
Quantitative Investment Management
Virginia
$2.32M -$7.03M -28,675 -75%
EAM
2520
Eukles Asset Management
Ohio
$2.32M +$87.8K +358 +4%
PGIM
2521
Pacific Global Investment Management
California
$2.32M -$152K -621 -6%
SSWM
2522
Strait & Sound Wealth Management
California
$2.32M +$53.2K +217 +2%
AGP
2523
Autumn Glory Partners
Texas
$2.32M – – –
SNBOSD
2524
Security National Bank of So Dak
Iowa
$2.31M +$151K +617 +7%
TA
2525
Townsend & Associates
Colorado
$2.31M -$1.19M -5,209 -34%
99 100
101
102 103