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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 %
WAG
2751
Windsor Advisory Group
Ohio
$1.79M -$7.85K -32 -0.4%
CS
2752
Capital Square
Tennessee
$1.79M -$13.5K -55 -0.7%
CFA
2753
Cahill Financial Advisors
Minnesota
$1.78M +$58.6K +239 +3%
MFWP
2754
Mosaic Family Wealth Partners
Missouri
$1.78M -$19.4K -79 -1%
WG
2755
Wealth Group
North Carolina
$1.78M -$45.6K -186 -3%
SCP
2756
Sivia Capital Partners
California
$1.78M +$129K +527 +8%
TWM
2757
Thrive Wealth Management
Pennsylvania
$1.77M -$87.1K -355 -5%
RLWM
2758
RF&L Wealth Management
Massachusetts
$1.77M -$12.3K -50 -0.7%
HAS
2759
HBW Advisory Services
California
$1.77M +$560K +2,281 +46%
SPWG
2760
Syntegra Private Wealth Group
Missouri
$1.77M +$29.9K +122 +2%
NCM
2761
Northside Capital Management
Oregon
$1.76M +$44.6K +182 +3%
BPW
2762
Bingham Private Wealth
California
$1.76M -$95.4K -389 -5%
ACM
2763
Armbruster Capital Management
New York
$1.76M -$106K -433 -6%
GWSG
2764
GPS Wealth Strategies Group
Colorado
$1.76M +$667K +2,718 +61%
AWM
2765
AllSquare Wealth Management
New York
$1.76M -$80.9K -330 -4%
AWM
2766
Aviso Wealth Management
Washington
$1.76M +$274K +1,119 +19%
CIA
2767
Cladis Investment Advisory
Montana
$1.75M – – –
SHFA
2768
SC&H Financial Advisors
Maryland
$1.75M – – –
PSP
2769
Principal Street Partners
Tennessee
$1.75M -$7.26M -29,592 -81%
PIA
2770
Powell Investment Advisors
Florida
$1.75M – – –
KCM
2771
KRS Capital Management
Michigan
$1.74M +$104K +424 +6%
TIP
2772
Tandem Investment Partners
New Jersey
$1.74M -$50.5K -206 -3%
5SA
2773
5th Street Advisors
Connecticut
$1.73M +$283K +1,154 +19%
OIM
2774
Orca Investment Management
Oregon
$1.73M +$5.89K +24 +0.3%
RPGK
2775
Retirement Planning Group (Kansas)
Kansas
$1.73M -$32.1K -131 -2%
109 110
111
112 113