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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 %
FFA
2851
Frazier Financial Advisors
Ohio
$1.59M -$72.9K -297 -4%
CAM
2852
Costello Asset Management
Pennsylvania
$1.59M +$13.7K +56 +0.9%
MWM
2853
MinichMacGregor Wealth Management
New York
$1.58M +$278K +1,134 +21%
KFS
2854
Keynote Financial Services
Connecticut
$1.58M – – –
SFS
2855
Symphony Financial Services
Ohio
$1.57M -$19.4K -79 -1%
NC
2856
Napatree Capital
Rhode Island
$1.57M +$33.9K +138 +2%
WLG
2857
Williamson Legacy Group
Indiana
$1.57M +$279K +1,137 +22%
MAM
2858
McLean Asset Management
Virginia
$1.57M -$65.1K -300 -4%
MEAC
2859
M.E. Allison & Co
Texas
$1.57M -$50.8K -207 -3%
HT
2860
Headlands Technologies
Illinois
$1.57M +$1.57M +6,388 New
HWA
2861
HMV Wealth Advisors
Louisiana
$1.57M – – –
TA
2862
TFB Advisors
Kansas
$1.57M +$26K +106 +2%
FDDB
2863
Fidelity D&D Bancorp
Pennsylvania
$1.57M -$23.3K -95 -1%
CCM
2864
Crew Capital Management
Ohio
$1.56M +$13.2K +54 +0.9%
VP
2865
Verum Partners
North Carolina
$1.56M – – –
SCA
2866
St. Clair Advisors
Ohio
$1.56M – – –
FC
2867
Fairscale Capital
New Hampshire
$1.56M +$4.42K +18 +0.3%
CAGAS
2868
Capital Advisory Group Advisory Services
Minnesota
$1.55M +$37.3K +152 +2%
SAA
2869
Southeast Asset Advisors
Georgia
$1.55M +$395K +1,609 +34%
APF
2870
Alaska Permanent Fund
Alaska
$1.55M – – –
ATI
2871
ARK & TLK Investments
Oklahoma
$1.55M -$29.4K -120 -2%
KIA
2872
Knollwood Investment Advisory
Maryland
$1.55M – – –
FFA
2873
Fi3 Financial Advisors
Indiana
$1.55M -$37.5K -153 -2%
DOA
2874
D'Orazio & Associates
Virginia
$1.55M +$74.3K +303 +5%
RMCM
2875
Reynders McVeigh Capital Management
Massachusetts
$1.55M -$6.38K -26 -0.4%
113 114
115
116 117