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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 %
DM
2951
Delphi Management
Massachusetts
$1.4M -$211K -860 -13%
SFG
2952
Sunburst Financial Group
Alabama
$1.4M -$14.5K -59 -1%
DIP
2953
Davis Investment Partners
North Carolina
$1.4M – – –
CBUSF
2954
Construction & Building Unions Superannuation Fund
Australia
$1.4M -$24.5K -100 -2%
LJHT
2955
Laurie J. Hall Trustee
$1.4M -$312K -1,270 -18%
SMWM
2956
Silvia McColl Wealth Management
California
$1.4M +$6.87K +28 +0.5%
WA
2957
WealthTrust Axiom
Pennsylvania
$1.39M -$15.2K -62 -1%
RCA
2958
Roberts Capital Advisors
Colorado
$1.39M – – –
GPWA
2959
Great Point Wealth Advisors
Massachusetts
$1.39M -$36.1K -147 -3%
EFA
2960
Evernest Financial Advisors
Indiana
$1.39M +$61.1K +249 +5%
BWA
2961
Brave Warrior Advisors
New York
$1.38M – – –
IPAM
2962
Investment Partners Asset Management
New Jersey
$1.38M +$25.5K +104 +2%
A
2963
AlphaQuest
New York
$1.38M +$1.38M +5,633 New
WWC
2964
Waypoint Wealth Counsel
Georgia
$1.38M -$418K -1,703 -23%
LAI
2965
Legal Advantage Investments
California
$1.37M -$12.3K -50 -0.9%
SWM
2966
Sendero Wealth Management
Texas
$1.37M -$28.7K -117 -2%
SFWC
2967
Strategic Family Wealth Counselors
New Jersey
$1.37M +$53.7K +219 +4%
AGC
2968
Aspen Grove Capital
Colorado
$1.37M +$81.9K +334 +6%
CG
2969
Clarus Group
Texas
$1.37M -$702K -2,860 -34%
SFB
2970
STAR Financial Bank
Indiana
$1.37M -$20.6K -84 -1%
NFA
2971
Northwest Financial Advisors
Virginia
$1.37M -$38.8K -158 -3%
DCM
2972
Driehaus Capital Management
Illinois
$1.37M -$17.2K -70 -1%
BF
2973
Baring Financial
Washington
$1.36M -$10.5K -43 -0.8%
FC
2974
Financial Council
Maryland
$1.36M -$13K -53 -0.9%
BWA
2975
Burt Wealth Advisors
Maryland
$1.36M +$54K +220 +4%
117 118
119
120 121