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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 %
TWA
2776
Talisman Wealth Advisors
New Jersey
$1.73M -$33.8K -138 -2%
KSWWM
2777
Keyes Stange & Wooten Wealth Management
Florida
$1.73M -$109K -446 -6%
SNBOSCI
2778
Security National Bank of Sioux City Iowa
Iowa
$1.72M +$49.6K +202 +3%
EIA
2779
Edgemoor Investment Advisors
Maryland
$1.72M -$37K -151 -2%
PWP
2780
Phillips Wealth Planners
Mississippi
$1.72M +$34.7K +147 +2%
KA
2781
Kozak & Associates
Colorado
$1.72M +$10.6K +45 +0.6%
LCWP
2782
Legacy Capital Wealth Partners
Arkansas
$1.72M -$88.1K -359 -5%
AR
2783
Advisory Research
Illinois
$1.72M -$277K -1,130 -14%
CRI
2784
Colonial River Investments
Virginia
$1.72M -$1.8M -7,353 -51%
RL
2785
Ruffer LLP
United Kingdom
$1.72M -$373K -1,520 -18%
OPWM
2786
Oakwell Private Wealth Management
Texas
$1.72M +$128K +523 +8%
NJIM
2787
Nabity-Jensen Investment Management
Nebraska
$1.71M +$26.2K +107 +2%
CC
2788
Centiva Capital
New York
$1.71M +$1.32M +5,383 +335%
TVAMP
2789
Tennessee Valley Asset Management Partners
Tennessee
$1.71M +$115K +468 +7%
TWPM
2790
Total Wealth Planning & Management
Florida
$1.71M +$7.61K +31 +0.4%
SCA
2791
Sippican Capital Advisors
Massachusetts
$1.71M -$3.43K -14 -0.2%
TC
2792
TFR Capital
Texas
$1.71M +$766K +3,121 +81%
AIM
2793
ARGA Investment Management
Connecticut
$1.7M – – –
AA
2794
AJ Advisors
Tennessee
$1.7M +$2.45K +10 +0.1%
RFG
2795
RFP Financial Group
Georgia
$1.7M +$11.5K +47 +0.7%
SW
2796
Solidarity Wealth
Utah
$1.7M +$25.5K +104 +2%
DAM
2797
Deltec Asset Management
New York
$1.7M +$1.23M +5,000 +260%
NAG
2798
Northstar Advisory Group
New Jersey
$1.7M +$1.1M +4,495 +185%
HWA
2799
Heartwood Wealth Advisors
Virginia
$1.7M -$4.42K -18 -0.3%
MWPCG
2800
Measured Wealth Private Client Group
New Hampshire
$1.69M +$1.23K +5 +0.1%
110 111
112
113 114