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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 %
LAIC
2526
Lederer & Associates Investment Counsel
California
$2.31M -$49.3K -201 -2%
JF
2527
JSF Financial
California
$2.29M +$245 +1 +0%
NAMNJ
2528
NorthStar Asset Management (New Jersey)
New Jersey
$2.29M +$123K +501 +6%
BWM
2529
BlackDiamond Wealth Management
New York
$2.29M -$765K -3,024 -25%
MTWM
2530
Masso Torrence Wealth Management
New Jersey
$2.29M +$9.08K +37 +0.4%
KFA
2531
Kapstone Financial Advisors
Ohio
$2.29M -$23.8K -97 -1%
RIM
2532
RW Investment Management
Idaho
$2.29M -$24.8K -101 -1%
PCS
2533
Personal CFO Solutions
New Jersey
$2.29M -$35.1K -143 -2%
EB
2534
Emprise Bank
Kansas
$2.29M -$45.9K -187 -2%
MPW
2535
Monterey Private Wealth
California
$2.29M -$55.2K -225 -2%
FCAS
2536
First Command Advisory Services
Texas
$2.28M +$9.81K +40 +0.4%
MFG
2537
Mosaic Financial Group
Illinois
$2.28M +$19.1K +78 +0.8%
APA
2538
Astoria Portfolio Advisors
New York
$2.28M -$307K -1,273 -12%
MCI
2539
MRP Capital Investments
Georgia
$2.28M -$17.9K -73 -0.8%
WCM
2540
Washington Capital Management
Washington
$2.28M -$14.7K -60 -0.6%
CB
2541
Centennial Bank
Arkansas
$2.27M -$78.5K -320 -3%
SIC
2542
Samalin Investment Counsel
New York
$2.27M +$57.2K +233 +3%
VCM
2543
Vision Capital Management
Oregon
$2.27M +$534K +2,175 +31%
CPA
2544
Capital Performance Advisors
California
$2.27M +$1.53M +6,242 +208%
FW
2545
FullCircle Wealth
Texas
$2.27M +$193K +795 +9%
PWAM
2546
Papamarkou Wellner Asset Management
New York
$2.26M -$54K -220 -2%
CA
2547
Calton & Associates
Florida
$2.26M +$526K +2,146 +30%
MCM
2548
Mendel Capital Management
Arkansas
$2.26M +$25.8K +105 +1%
CA
2549
Corrado Advisors
New Jersey
$2.25M -$340K -1,385 -13%
EWS
2550
Eagle Wealth Strategies
New Jersey
$2.25M +$48.8K +199 +2%
100 101
102
103 104