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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 %
KWS
2726
Keystone Wealth Services
California
$1.86M +$189K +772 +11%
LSA
2727
Lion Street Advisors
Texas
$1.85M +$200K +817 +12%
OWA
2728
ORBA Wealth Advisors
Illinois
$1.85M – – –
BDF
2729
Black Diamond Financial
Maryland
$1.85M +$15K +61 +0.8%
PFS
2730
Physicians Financial Services
North Carolina
$1.84M +$40.5K +165 +2%
FIM
2731
Freedom Investment Management
Connecticut
$1.84M -$172K -702 -9%
AG
2732
AmeriFlex Group
Nevada
$1.84M +$636K +2,591 +53%
VIP
2733
Viewpoint Investment Partners
Alberta, Canada
$1.84M +$1.84M +7,495 New
VCM
2734
Vivaldi Capital Management
Illinois
$1.84M +$240K +980 +15%
AWS
2735
Aspen Wealth Strategies
Colorado
$1.83M -$85.1K -347 -4%
KCFA
2736
Key Client Fiduciary Advisors
New Jersey
$1.83M +$41.2K +168 +2%
MWP
2737
Madison Wealth Partners
Wisconsin
$1.83M -$25.8K -105 -1%
CP
2738
Covenant Partners
Tennessee
$1.83M -$64.3K -262 -3%
TC
2739
Trilogy Capital
California
$1.82M -$70.4K -287 -4%
EM
2740
ELCO Management
New York
$1.82M -$16.9K -69 -0.9%
VAG
2741
VisionPoint Advisory Group
Texas
$1.82M +$242K +985 +15%
MAC
2742
Mason & Associates (California)
California
$1.81M -$736 -3 -0%
RHIG
2743
R.H. Investment Group
Arizona
$1.81M – – –
WAG
2744
Wiser Advisor Group
Arizona
$1.81M +$64.3K +262 +4%
CC
2745
Commons Capital
Massachusetts
$1.81M -$46.9K -191 -3%
FG
2746
Foster Group
Iowa
$1.81M +$247K +1,005 +16%
GPWM
2747
Grant Private Wealth Management
California
$1.81M +$148K +605 +9%
ACP
2748
Argyle Capital Partners
California
$1.8M -$24.3K -99 -1%
VCM
2749
Versant Capital Management
Arizona
$1.79M +$862K +3,513 +93%
IF
2750
Intrua Financial
Texas
$1.79M -$7.85K -32 -0.4%
108 109
110
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