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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 %
FM
2801
Freemont Management
Switzerland
$1.69M -$172K -700 -9%
PCS
2802
Private Client Services
Kentucky
$1.69M +$290K +1,183 +21%
RWM
2803
Riverbend Wealth Management
South Carolina
$1.69M +$22.1K +90 +1%
RL
2804
Rogco LP
Oklahoma
$1.69M -$104K -424 -6%
LF
2805
Lantz Financial
Illinois
$1.68M +$16.7K +68 +1%
TFP
2806
Tilia Fiduciary Partners
North Carolina
$1.68M -$255K -1,038 -13%
ACA
2807
Atlas Capital Advisors
Wyoming
$1.68M -$196K -800 -10%
CIM
2808
Corda Investment Management
Texas
$1.68M -$161K -657 -9%
BWM
2809
Birchcreek Wealth Management
Ohio
$1.68M -$78.5K -320 -4%
GHAM
2810
Gilman Hill Asset Management
Connecticut
$1.67M -$9.81K -40 -0.6%
HFA
2811
High Falls Advisors
New York
$1.67M +$15.7K +64 +0.9%
WC
2812
Winmill & Co
New York
$1.67M – – –
BIA
2813
Beacon Investment Advisors
Maryland
$1.67M +$15.5K +63 +0.9%
ZI
2814
ZEGA Investments
Florida
$1.67M +$511K +2,083 +44%
RWPA
2815
Richard W. Paul & Associates
Michigan
$1.66M -$51.8K -211 -3%
AWG
2816
Altus Wealth Group
Colorado
$1.66M -$222K -905 -12%
LIA
2817
LBMC Investment Advisors
Tennessee
$1.66M +$13.5K +55 +0.8%
FCA
2818
Fortis Capital Advisors
Kansas
$1.66M -$211K -862 -11%
GWS
2819
Greykasell Wealth Strategies
California
$1.66M +$245 +1 +0%
TW
2820
Traveka Wealth
California
$1.66M +$45.6K +186 +3%
LSIA
2821
LaSalle St. Investment Advisors
Illinois
$1.66M +$192K +783 +13%
KFA
2822
Kelleher Financial Advisors
New York
$1.65M -$16.2K -66 -1%
PK
2823
Pflug Koory
Nebraska
$1.65M – – –
FB
2824
Finward Bancorp
Indiana
$1.65M +$13.7K +56 +0.8%
VCM
2825
Viewpoint Capital Management
Washington
$1.65M -$24.5K -100 -1%
111 112
113
114 115