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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 %
MHR
2926
Matthew Hamilton Rosenberg
$1.46M +$50.5K +206 +4%
IC
2927
Iconiq Capital
California
$1.46M +$2.94K +12 +0.2%
FC
2928
Fjell Capital
North Dakota
$1.46M +$40K +163 +3%
NFSG
2929
Newbridge Financial Services Group
Florida
$1.45M -$3.68K -15 -0.3%
BCM
2930
Beaumont Capital Management
Massachusetts
$1.45M +$1.45M +5,900 New
GHA
2931
Granite Harbor Advisors
Texas
$1.45M +$83.9K +342 +6%
DWM
2932
Dogwood Wealth Management
Kansas
$1.44M +$42.7K +174 +3%
LIM
2933
Longfellow Investment Management
Massachusetts
$1.44M +$261K +1,063 +22%
NFG
2934
Nadler Financial Group
Illinois
$1.44M +$34.3K +140 +2%
ITFISA
2935
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.44M +$860K +3,506 +149%
GITFIT
2936
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.44M – – –
CCA
2937
Carrera Capital Advisors
Michigan
$1.43M +$256K +1,045 +22%
SWM
2938
Shakespeare Wealth Management
Wisconsin
$1.43M -$92.7K -378 -6%
CICI
2939
Capital Investment Counsel Inc
North Carolina
$1.42M +$46.6K +190 +3%
NPFS
2940
Novak & Powell Financial Services
Florida
$1.42M -$13.7K -56 -1%
RB
2941
Renasant Bank
Mississippi
$1.41M +$103K +420 +8%
BPFA
2942
Barnes Pettey Financial Advisors
Mississippi
$1.41M -$14.7K -60 -1%
BSG
2943
Black Swift Group
Colorado
$1.41M +$9.81K +40 +0.7%
PIMG
2944
Patriot Investment Management Group
Tennessee
$1.41M – – –
CG
2945
Clifford Group
Massachusetts
$1.41M +$11.3K +46 +0.8%
HCA
2946
Heck Capital Advisors
Wisconsin
$1.41M +$690K +2,813 +96%
WMWM
2947
Wilkins Miller Wealth Management
Alabama
$1.41M +$4.91K +20 +0.4%
PCM
2948
Park Capital Management
Wisconsin
$1.4M +$47.6K +194 +4%
VFPW
2949
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.4M +$36.5K +149 +3%
RBWA
2950
RFG - Bristol Wealth Advisors
Massachusetts
$1.4M +$39.3K +160 +3%
116 117
118
119 120