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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 %
B
2551
Birchbrook
Maine
$2.25M -$93.5K -381 -4%
EA
2552
Ellsworth Advisors
Ohio
$2.24M +$67K +273 +3%
DWM
2553
Drive Wealth Management
Utah
$2.24M -$49.6K -202 -2%
WSA
2554
Warm Springs Advisors
California
$2.24M +$31.6K +129 +1%
TA
2555
TKG Advisors
Indiana
$2.24M +$125K +510 +6%
LB
2556
Legacy Bridge
Iowa
$2.24M +$142K +580 +7%
ANC
2557
Ames National Corp
Iowa
$2.23M -$41.7K -170 -2%
AA
2558
Altman Advisors
Illinois
$2.23M +$14.9K +61 +0.7%
BAM
2559
Bayview Asset Management
Florida
$2.22M +$2.22M +9,057 New
AC
2560
Asio Capital
Kentucky
$2.22M +$11.5K +47 +0.5%
KLWA
2561
Kelly Lawrence W & Associates
California
$2.21M -$54K -220 -2%
IF
2562
IRON Financial
Illinois
$2.2M +$35.1K +143 +2%
OPOWM
2563
One Plus One Wealth Management
Florida
$2.2M -$55.9K -228 -2%
SCA
2564
Sandy Cove Advisors
Massachusetts
$2.2M -$161K -657 -7%
CF
2565
Claris Financial
Virginia
$2.2M – – –
AP
2566
Atwood & Palmer
Missouri
$2.2M +$429K +1,748 +24%
OC
2567
Oarsman Capital
Wisconsin
$2.19M +$121K +495 +6%
YWM
2568
Yukon Wealth Management
Kansas
$2.19M +$2.19M +8,931 New
LCM
2569
Lazari Capital Management
California
$2.19M -$68.9K -281 -3%
SC
2570
Savoie Capital
Illinois
$2.19M – – –
BSI
2571
Bennett Selby Investments
Maine
$2.19M -$12K -49 -0.5%
WCBA
2572
Weaver C. Barksdale & Associates
Tennessee
$2.19M -$205K -835 -9%
CH
2573
Cromwell Holdings
Wyoming
$2.19M – – –
LA
2574
LexAurum Advisors
Kansas
$2.18M +$37K +151 +2%
RF
2575
Roxbury Financial
New Jersey
$2.18M +$34.9K +132 +2%
101 102
103
104 105