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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 %
KIG
3026
Kennedy Investment Group
New Jersey
$1.3M +$56.2K +229 +5%
QFW
3027
QTR Family Wealth
Florida
$1.29M +$1.29M +5,264 New
SCM
3028
Sterneck Capital Management
Missouri
$1.29M -$9.57K -39 -0.7%
CCAM
3029
Cascades Capital Asset Management
North Carolina
$1.29M +$39.5K +161 +3%
FSC
3030
Full Sail Capital
Oklahoma
$1.28M +$205K +836 +19%
CPG
3031
Cornerstone Planning Group
New Jersey
$1.28M +$101K +419 +9%
LWM
3032
Lionsbridge Wealth Management
Florida
$1.28M -$273K -1,113 -18%
PA
3033
Probity Advisors
Texas
$1.28M -$53.2K -217 -4%
PAS
3034
PKS Advisory Services
New York
$1.28M +$23.6K +96 +2%
HC
3035
Hara Capital
Washington
$1.28M -$1.34M -5,476 -51%
LA
3036
Latitude Advisors
Florida
$1.28M -$3.43K -14 -0.3%
EBA
3037
Eagle Bay Advisors
New York
$1.27M -$69.9K -285 -5%
KWM
3038
Kingsman Wealth Management
Florida
$1.27M +$1.27M +5,192 New
PW
3039
Pandora Wealth
Illinois
$1.27M +$1.27M +5,187 New
CSI
3040
Cross Staff Investments
New York
$1.27M -$9.57K -39 -0.7%
HA
3041
Hofer & Associates
California
$1.27M +$39.5K +161 +3%
SM
3042
Salzhauer Michael
$1.27M – – –
MHC
3043
May Hill Capital
Massachusetts
$1.27M +$30.9K +126 +3%
CA
3044
Centerpoint Advisors
Massachusetts
$1.26M – – –
FPL
3045
Fortress Private Ledger
North Carolina
$1.26M +$113K +460 +10%
AWM
3046
Activest Wealth Management
Florida
$1.26M +$96.2K +392 +8%
SIG
3047
Spinnaker Investment Group
California
$1.26M +$17.7K +72 +1%
APWA
3048
Atlas Private Wealth Advisors
New Jersey
$1.26M +$70.2K +286 +6%
FWA
3049
FORM Wealth Advisors
Wisconsin
$1.25M +$1.25M +5,115 New
HIG
3050
Heritage Investment Group
Florida
$1.25M +$93.5K +381 +8%
120 121
122
123 124