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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 %
JE
2651
JMAC Enterprises
Pennsylvania
$2.03M -$2.96M -12,072 -59%
TF
2652
TLWM Financial
Texas
$2.03M -$7.11K -29 -0.3%
SCM
2653
Sunbeam Capital Management
Georgia
$2.03M +$3.43K +14 +0.2%
HFS
2654
Howard Financial Services
Texas
$2.02M -$142K -577 -7%
HP
2655
Hilltop Partners
Indiana
$2.02M +$165K +671 +9%
AF
2656
Affiance Financial
Minnesota
$2.02M – – –
CFGW
2657
Chancellor Financial Group WB
Pennsylvania
$2.02M +$50.3K +205 +3%
TNAM
2658
Terra Nova Asset Management
New York
$2.02M +$2.02M +8,228 New
CAM
2659
CPA Asset Management
Florida
$2.02M – – –
SWRP
2660
Summit Wealth & Retirement Planning
California
$2.02M +$86.8K +354 +5%
AAM
2661
AMI Asset Management
California
$2.01M -$37K -151 -2%
ACMA
2662
Arbor Capital Management (Alaska)
Alaska
$2.01M +$52.9K +215 +3%
SF
2663
Symphony Financial
Texas
$2.01M -$2.82M -12,216 -58%
SW
2664
SMART Wealth
Nebraska
$2M -$96.9K -395 -5%
WMA
2665
Wealth Management Associates
New Jersey
$2M -$4.91K -20 -0.2%
TF
2666
Tudor Financial
Ohio
$2M +$13.2K +54 +0.7%
TIM
2667
Tikehau Investment Management
France
$2M – – –
FAG
2668
Fortitude Advisory Group
Washington
$2M +$63.1K +275 +3%
AA
2669
Alesco Advisors
New York
$1.99M +$13K +53 +0.7%
MFG
2670
Monte Financial Group
Connecticut
$1.98M +$82.8K +357 +4%
MMM
2671
Mendel Money Management
Illinois
$1.98M +$51K +208 +3%
KCM
2672
Kathmere Capital Management
Pennsylvania
$1.98M +$129K +527 +7%
YWS
2673
Yarger Wealth Strategies
Ohio
$1.98M -$427K -1,740 -18%
OWA
2674
One Wealth Advisors
California
$1.97M -$31.4K -128 -2%
WDC
2675
Woodward Diversified Capital
California
$1.97M +$64.5K +263 +3%
105 106
107
108 109