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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 %
FPGK
3001
Financial Partners Group (Kansas)
Kansas
$1.34M +$52.5K +214 +4%
CCA
3002
Cravens & Co Advisors
Tennessee
$1.33M +$26.2K +107 +2%
QC
3003
Quantessence Capital
New York
$1.33M -$1.59M -6,480 -54%
HWM
3004
Horizon Wealth Management
Illinois
$1.33M +$20.4K +83 +2%
OLA
3005
Oliver Luxxe Assets
New Jersey
$1.33M -$1.36M -5,531 -51%
KL
3006
KilterHowling LLC
Colorado
$1.33M +$14.2K +56 +1%
NG
3007
Northstar Group
New York
$1.33M +$8.34K +34 +0.6%
WB
3008
West Bancorporation
Iowa
$1.32M +$23.8K +97 +2%
LWL
3009
Leo Wealth LLC
Texas
$1.32M -$776K -3,163 -37%
FRM
3010
Fox Run Management
Connecticut
$1.32M +$960K +3,914 +265%
OW
3011
Olistico Wealth
Oklahoma
$1.32M -$46.6K -190 -3%
SOW
3012
State of Wyoming
Wyoming
$1.32M -$53.5K -218 -4%
CWM
3013
Centurion Wealth Management
Virginia
$1.32M – – –
GSAM
3014
Grant Street Asset Management
Pennsylvania
$1.31M – – –
TC
3015
Truvestments Capital
Florida
$1.31M +$127K +517 +11%
FFG
3016
Floyd Financial Group
Missouri
$1.31M +$8.83K +36 +0.7%
OFS
3017
Oldfather Financial Services
Nebraska
$1.31M +$2.45K +10 +0.2%
GWP
3018
Gateway Wealth Partners
Wisconsin
$1.31M +$81K +330 +7%
VIA
3019
Virtus Investment Advisers
Connecticut
$1.3M +$1.08M +4,397 +478%
PWM
3020
Proathlete Wealth Management
Florida
$1.3M +$26.1K +106 +2%
MFA
3021
Morling Financial Advisors
California
$1.3M +$833K +3,395 +178%
TA
3022
Tectonic Advisors
Texas
$1.3M +$25K +102 +2%
GL
3023
Gerber LLC
Ohio
$1.3M -$4.91K -20 -0.4%
CAM
3024
Councilmark Asset Management
Tennessee
$1.3M – – –
CNTOF
3025
Canandaigua National Trust of Florida
New York
$1.3M +$37.5K +153 +3%
119 120
121
122 123