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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 %
AWA
2826
AGH Wealth Advisors
Kansas
$1.65M -$53.5K -218 -3%
IHL
2827
Investment House LLC
California
$1.64M +$123K +500 +8%
S
2828
Sunpointe
Missouri
$1.64M -$141K -575 -8%
SFG
2829
Sovereign Financial Group
Connecticut
$1.64M +$104K +424 +7%
MFGM
2830
Marshall Financial Group (Maryland)
Maryland
$1.64M +$96.2K +392 +6%
SDWMA
2831
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.63M -$49.6K -202 -3%
PFG
2832
Prosperity Financial Group
California
$1.63M +$115K +468 +8%
FMN
2833
Financial Management Network
California
$1.63M +$78.7K +367 +5%
WDG
2834
Wealth Dimensions Group
Ohio
$1.63M +$51.8K +211 +3%
OFW
2835
Omnia Family Wealth
Florida
$1.63M +$195K +794 +14%
TFM
2836
TFC Financial Management
Massachusetts
$1.62M -$19.4K -79 -1%
AFS
2837
Access Financial Services
Minnesota
$1.62M -$179K -730 -10%
PVM
2838
Palogic Value Management
Texas
$1.62M – – –
IIM
2839
InTrack Investment Management
Vermont
$1.62M -$845K -3,443 -34%
SB
2840
Sunflower Bank
Texas
$1.62M -$3.43K -14 -0.2%
HBS
2841
Howard Bailey Securities
Indiana
$1.62M +$6.38K +26 +0.4%
EWA
2842
Evolution Wealth Advisors
Florida
$1.62M -$22.1K -90 -1%
WEG
2843
World Equity Group
Illinois
$1.61M -$1.63M -6,680 -50%
MLM
2844
Mount Lucas Management
Pennsylvania
$1.61M -$1.81M -7,377 -53%
SPI
2845
Sutton Place Investors
New York
$1.61M -$2.08M -8,497 -56%
RPWA
2846
Regent Peak Wealth Advisors
Georgia
$1.6M +$6.38K +26 +0.4%
HIM
2847
Hillsdale Investment Management
Ontario, Canada
$1.6M +$299K +1,220 +23%
DI
2848
Disciplined Investors
Texas
$1.6M +$60.8K +248 +4%
ME
2849
McIlrath & Eck
Washington
$1.6M +$55.2K +225 +4%
EFL
2850
ERn Financial LLC
Wisconsin
$1.6M -$87.3K -356 -5%
112 113
114
115 116