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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 %
CSB
2601
City State Bank
Iowa
$2.13M +$8.34K +34 +0.4%
CL
2602
CIM LLC
New York
$2.13M +$2.13M +8,666 New
FRA
2603
Front Row Advisors
California
$2.12M -$40.5K -165 -2%
CVM
2604
Cheviot Value Management
California
$2.12M +$150K +593 +8%
SCI
2605
Stableford Capital II
Arizona
$2.12M -$281K -1,212 -12%
CWP
2606
Core Wealth Partners
California
$2.12M +$65.7K +268 +3%
JFA
2607
JNBA Financial Advisors
Minnesota
$2.12M -$736 -3 -0%
AA
2608
Addison Advisors
Vermont
$2.11M -$34.3K -140 -2%
CBT
2609
CoreFirst Bank & Trust
Kansas
$2.11M -$305K -1,243 -13%
TC
2610
Trust Company
Kansas
$2.11M +$11.5K +47 +0.5%
LAM
2611
LECAP Asset Management
United Kingdom
$2.11M +$2.11M +8,595 New
CSPIA
2612
Cary Street Partners Investment Advisory
Virginia
$2.1M +$242K +987 +13%
IJWM
2613
Inman Jager Wealth Management
Mississippi
$2.1M -$214K -872 -9%
RIM
2614
Redwood Investment Management
Arizona
$2.1M +$854K +3,481 +68%
VIPI
2615
Vista Investment Partners II
Indiana
$2.1M -$18.9K -77 -0.9%
MKC
2616
M. Kraus & Co
Vermont
$2.1M -$11K -45 -0.5%
PWM
2617
Paulson Wealth Management
Illinois
$2.1M -$14.7K -60 -0.7%
NEWAS
2618
N.E.W. Advisory Services
Wisconsin
$2.09M +$31.6K +129 +2%
PSFG
2619
Prairie Sky Financial Group
Illinois
$2.09M – – –
KFSC
2620
Keystone Financial Services (Colorado)
Colorado
$2.09M +$3.43K +14 +0.2%
BFG
2621
Bouchey Financial Group
New York
$2.09M +$24.5K +100 +1%
FNBTCON
2622
First National Bank & Trust Co of Newtown
Pennsylvania
$2.09M -$54K -220 -3%
HI
2623
Hendershot Investments
Virginia
$2.09M +$67K +273 +3%
CMANY
2624
Capital Management Associates (New York)
New York
$2.09M -$908K -3,702 -30%
FCG
2625
Fielder Capital Group
Tennessee
$2.08M +$95.7K +390 +5%
103 104
105
106 107