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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 %
BSSFA
2701
Baron Silver Stevens Financial Advisors
Florida
$1.91M -$8.59K -35 -0.4%
PG
2702
Proffitt & Goodson
Tennessee
$1.91M -$31.4K -128 -2%
CAG
2703
Centerpoint Advisory Group
Kansas
$1.91M +$33.6K +137 +2%
WCAMG
2704
Woodard & Company Asset Management Group
North Carolina
$1.91M +$60.3K +246 +3%
LWP
2705
LeClair Wealth Partners
Ohio
$1.9M -$161K -658 -8%
MP
2706
Moment Partners
California
$1.9M -$12K -49 -0.6%
RCM
2707
Raleigh Capital Management
North Carolina
$1.9M -$413K -1,683 -18%
AIM
2708
Alhambra Investment Management
Florida
$1.9M -$23.1K -94 -1%
NWM
2709
Northwest Wealth Management
Iowa
$1.89M +$36.3K +148 +2%
PFM
2710
Potomac Fund Management
Florida
$1.89M +$103K +448 +6%
OL
2711
OneFund LLC
Florida
$1.89M +$3.68K +15 +0.2%
RFA
2712
ROI Financial Advisors
Oregon
$1.89M +$253K +1,030 +15%
GPI
2713
General Partner Inc
Pennsylvania
$1.88M – – –
AAIM
2714
Asset Advisors Investment Management
Georgia
$1.88M +$8.1K +33 +0.4%
GWP
2715
Gen-Wealth Partners
Michigan
$1.87M +$28.9K +118 +2%
BF
2716
Brucke Financial
Indiana
$1.87M +$120K +492 +7%
PA
2717
Promethium Advisors
Maryland
$1.87M -$282K -1,151 -13%
SR
2718
Syntax Research
Florida
$1.87M -$67.9K -277 -4%
DFS
2719
Dixon Fnancial Services
California
$1.86M – – –
SFS
2720
Security Financial Services
Indiana
$1.86M +$41.2K +168 +2%
FOA
2721
Five Oceans Advisors
California
$1.86M +$8.59K +35 +0.5%
VC
2722
Veracity Capital
Georgia
$1.86M +$21.6K +88 +1%
TFA
2723
Transamerica Financial Advisors
Florida
$1.86M +$13.2K +54 +0.7%
BF
2724
bLong Financial
Tennessee
$1.86M – – –
FGA
2725
Fortis Group Advisors
New Jersey
$1.86M +$1.56M +6,352 +523%
107 108
109
110 111