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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 %
WP
2576
Westmount Partners
California
$2.18M -$155K -630 -7%
CIA
2577
Citadel Investment Advisory
Ohio
$2.18M – – –
OKSA
2578
O'Keefe Stevens Advisory
New York
$2.18M +$199K +811 +10%
TRIA
2579
Trail Ridge Investment Advisors
Colorado
$2.18M -$216K -879 -9%
TCM
2580
Tang Capital Management
California
$2.17M +$553K +2,253 +34%
SFM
2581
Signet Financial Management
New Jersey
$2.16M -$120K -490 -5%
PA
2582
Prossimo Advisors
California
$2.16M +$11.5K +47 +0.5%
BWA
2583
Bordeaux Wealth Advisors
California
$2.16M -$129K -527 -6%
FCB
2584
First County Bank
Connecticut
$2.16M -$132K -539 -6%
AB
2585
ANB Bank
Colorado
$2.16M -$73.6K -300 -3%
W
2586
Wealthquest
Ohio
$2.16M -$31.9K -130 -1%
NA
2587
Navellier & Associates
Nevada
$2.16M -$253K -1,000 -10%
HFAS
2588
Hummer Financial Advisory Services
Illinois
$2.16M – – –
MIC
2589
Meridian Investment Counsel
California
$2.16M – – –
SSA
2590
South Street Advisors
New York
$2.15M -$36.8K -150 -2%
BIA
2591
BHK Investment Advisors
Alabama
$2.15M -$141K -574 -6%
AIM
2592
Aigen Investment Management
New York
$2.15M +$2.15M +8,748 New
COCM
2593
Charter Oak Capital Management
New Hampshire
$2.15M -$18.4K -75 -0.9%
WAL
2594
W Advisors LLC
Tennessee
$2.15M +$23.3K +95 +1%
ICMM
2595
Integrated Capital Management (Michigan)
Michigan
$2.14M +$23.3K +95 +1%
TCB
2596
Texas Capital Bancshares
Texas
$2.13M +$117K +478 +6%
RB
2597
Rodgers Brothers
Pennsylvania
$2.13M +$9.57K +39 +0.5%
CWM
2598
Castle Wealth Management
Florida
$2.13M +$59.4K +242 +3%
DWM
2599
Defined Wealth Management
Oregon
$2.13M -$66.5K -271 -3%
RCM
2600
RMR Capital Management
California
$2.13M – – –
102 103
104
105 106