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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 %
EW
2976
Element Wealth
Mississippi
$1.36M -$41.7K -170 -3%
YIM
2977
Yoffe Investment Management
Pennsylvania
$1.36M +$1.23K +5 +0.1%
UIM
2978
Unified Investment Management
Georgia
$1.36M -$291K -1,187 -18%
SPWM
2979
Spartan Planning & Wealth Management
North Carolina
$1.36M -$46.4K -189 -3%
CA
2980
Cambridge Advisors
Nebraska
$1.36M – – –
ATFA
2981
All Terrain Financial Advisors
Minnesota
$1.36M -$2.45M -9,997 -64%
PWAC
2982
Private Wealth Advisors (California)
California
$1.35M +$3.19K +13 +0.2%
CPA
2983
Cardiff Park Advisors
California
$1.35M -$7.85K -32 -0.6%
PWM
2984
PBMares Wealth Management
Virginia
$1.35M -$432K -1,760 -24%
HAI
2985
Hennessy Advisors Inc
California
$1.35M -$7.43M -30,300 -85%
USGIU
2986
U.S. Global Investors (USGI)
Texas
$1.35M +$1.35M +5,500 New
CIG
2987
Cascade Investment Group
Colorado
$1.35M -$63.3K -258 -4%
LPAM
2988
Lodestar Private Asset Management
California
$1.35M – – –
PP
2989
Patron Partners
Texas
$1.35M +$101K +410 +8%
ECA
2990
Elevated Capital Advisors
Utah
$1.34M -$109K -446 -8%
CGFA
2991
Colton Groome Financial Advisors
North Carolina
$1.34M -$130K -530 -9%
EWS
2992
Evergreen Wealth Solutions
Pennsylvania
$1.34M -$184K -749 -12%
PFW
2993
Petros Family Wealth
Minnesota
$1.34M +$245 +1 +0%
CCP
2994
Cassia Capital Partners
North Carolina
$1.34M +$21.8K +89 +2%
KHCM
2995
Kirtland Hills Capital Management
Ohio
$1.34M +$325K +1,400 +32%
LAS
2996
LWM Advisory Services
Florida
$1.34M +$3.92K +16 +0.3%
ES
2997
Eagle Strategies
New York
$1.34M +$49.8K +203 +4%
GCM
2998
Gibraltar Capital Management
Oklahoma
$1.34M -$401K -1,635 -23%
4WM
2999
49 Wealth Management
Texas
$1.34M +$180K +734 +16%
SIC
3000
Sage Investment Counsel
Tennessee
$1.34M -$29.4K -120 -2%
118 119
120
121 122