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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 %
OCM
2626
Orion Capital Management
California
$2.08M -$73.6K -300 -3%
WIA
2627
Westbourne Investment Advisors
Maryland
$2.08M – – –
FHC
2628
First Heartland Consultants
Missouri
$2.08M +$22.3K +91 +1%
PWP
2629
Pursue Wealth Partners
California
$2.08M +$248K +1,010 +14%
EFM
2630
Eley Financial Management
Vermont
$2.08M -$18.8K -77 -0.9%
MCM
2631
Mainstream Capital Management
California
$2.08M +$53.5K +218 +3%
IA
2632
IFG Advisors
Missouri
$2.08M +$2.21K +9 +0.1%
BCA
2633
Bay Capital Advisors
Virginia
$2.07M – – –
SMA
2634
Seven Mile Advisory
New Jersey
$2.07M -$32.1K -131 -2%
CCMW
2635
Cypress Capital Management (Wyoming)
Wyoming
$2.07M -$27.5K -112 -1%
MA
2636
MBA Advisors
Pennsylvania
$2.07M -$40.5K -165 -2%
CASB
2637
Cape Ann Savings Bank
Massachusetts
$2.07M -$133K -543 -6%
CCA
2638
Childress Capital Advisors
Texas
$2.06M +$80.5K +328 +4%
PCG
2639
PFC Capital Group
California
$2.06M -$114K -465 -5%
LFP
2640
Lakeshore Financial Planning
Michigan
$2.06M -$511K -2,083 -20%
GCC
2641
Game Creek Capital
Massachusetts
$2.05M -$104K -425 -5%
ISWM
2642
Independent Solutions Wealth Management
New York
$2.05M -$129K -524 -6%
AIA
2643
Armor Investment Advisors
North Carolina
$2.05M -$28.2K -115 -1%
FNBSF
2644
First National Bank Sioux Falls
South Dakota
$2.05M -$57.6K -235 -3%
JWWM
2645
Johnson & White Wealth Management
Pennsylvania
$2.05M -$19.9K -81 -1%
AWM
2646
Accel Wealth Management
Iowa
$2.05M -$35.1K -143 -2%
RA
2647
RoundAngle Advisors
New Jersey
$2.04M +$79.5K +324 +4%
GFA
2648
Gallagher Fiduciary Advisors
Illinois
$2.04M -$167K -680 -8%
BI
2649
Bolthouse Investments
California
$2.04M – – –
EWM
2650
Evergreen Wealth Management
Michigan
$2.04M -$506K -2,064 -20%
104 105
106
107 108