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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 %
FB
3051
First Bancorp
Maine
$1.25M +$736 +3 +0.1%
AFM
3052
Armstrong Fleming & Moore
District of Columbia
$1.24M -$1.29M -5,248 -51%
PAA
3053
Peregrine Asset Advisers
Oregon
$1.24M -$88.8K -362 -7%
SC
3054
Steph & Co
Wisconsin
$1.24M -$38K -155 -3%
BAM
3055
Beaumont Asset Management
Texas
$1.24M +$10.1K +41 +0.8%
WH
3056
Willner & Heller
California
$1.23M -$2.45K -10 -0.2%
AIP
3057
Almanack Investment Partners
Pennsylvania
$1.23M -$28K -114 -2%
PA
3058
PFW Advisors
Georgia
$1.23M -$491 -2 -0%
GC
3059
Garde Capital
Washington
$1.23M -$245 -1 -0%
BWM
3060
Baron Wealth Management
Michigan
$1.23M -$66.5K -271 -5%
SL
3061
Salomon & Ludwin
Virginia
$1.23M +$525K +2,140 +75%
HP
3062
Holowesko Partners
Bahamas
$1.23M -$3.29M -13,400 -73%
GA
3063
Greenhaven Associates
New York
$1.23M – – –
JC
3064
JBF Capital
Colorado
$1.23M – – –
HFA
3065
Harbert Fund Advisors
Alabama
$1.23M +$245K +1,000 +25%
NED
3066
Nancy E. Dempze
$1.23M -$4.91K -20 -0.4%
CF
3067
Copperwynd Financial
Arizona
$1.23M -$196K -798 -14%
PW
3068
Paladin Wealth
Minnesota
$1.22M +$67K +273 +6%
V
3069
ViaWealth
Kansas
$1.22M +$1.23K +5 +0.1%
WC
3070
Westhampton Capital
North Carolina
$1.22M – – –
MG
3071
McHugh Group
Ohio
$1.22M – – –
OPW
3072
Oxler Private Wealth
New York
$1.22M -$106K -434 -8%
LRWM
3073
Lord & Richards Wealth Management
Colorado
$1.22M +$518K +2,111 +74%
IA
3074
Insight Advisors
Pennsylvania
$1.22M +$57.6K +235 +5%
BIMC
3075
Benson Investment Management Company
Virginia
$1.21M – – –
121 122
123
124 125