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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 %
CCA
2676
Cora Capital Advisors
New Jersey
$1.97M +$22.8K +93 +1%
OBGC
2677
O'Brien Greene & Co
Pennsylvania
$1.97M -$4.17K -17 -0.2%
GCM
2678
GoodHaven Capital Management
New Jersey
$1.96M – – –
MSCM
2679
McElhenny Sheffield Capital Management
Texas
$1.96M -$8.59K -35 -0.4%
EFA
2680
Edge Financial Advisors
Illinois
$1.96M +$65K +265 +3%
AF
2681
Apollon Financial
South Carolina
$1.96M +$218K +889 +13%
AFG
2682
ABLE Financial Group
Arizona
$1.95M -$25.3K -103 -1%
TIM
2683
Tortoise Investment Management
New York
$1.95M -$159K -650 -8%
LI
2684
LVZ Inc
Michigan
$1.94M +$29.7K +121 +2%
DIM
2685
Delta Investment Management
California
$1.94M +$490K +1,999 +34%
SIM
2686
Sentry Investment Management
Wisconsin
$1.93M -$308K -1,438 -14%
TT
2687
TI-Trust
Illinois
$1.93M -$144K -589 -7%
G
2688
GenTrust
Florida
$1.93M +$183K +744 +10%
GF
2689
Gries Financial
Ohio
$1.93M +$205K +837 +12%
JWA
2690
JFS Wealth Advisors
Pennsylvania
$1.93M +$104K +423 +6%
RTC
2691
Riverview Trust Company
Washington
$1.93M -$339K -1,381 -15%
RWP
2692
Ridgecrest Wealth Partners
California
$1.93M +$122K +497 +7%
GPA
2693
Garrison Point Advisors
California
$1.93M -$66.5K -271 -3%
TWP
2694
Triad Wealth Partners
Kansas
$1.92M +$91K +371 +5%
FVWA
2695
Foster Victor Wealth Advisors
South Carolina
$1.92M -$48K -203 -2%
SRA
2696
Secured Retirement Advisors
Minnesota
$1.92M -$456K -1,858 -19%
SOS
2697
Silver Oak Securities
Tennessee
$1.91M +$54.6K +225 +3%
WWM
2698
Waterway Wealth Management
Texas
$1.91M +$750K +3,057 +64%
SC
2699
Stephens Consulting
Michigan
$1.91M +$7.61K +31 +0.4%
BCP
2700
Berkeley Capital Partners
Georgia
$1.91M -$18.9K -77 -1%
106 107
108
109 110