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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
62.39%
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 %
JCM
3076
Jacobsen Capital Management
Utah
$1.21M +$40.2K +164 +3%
S
3077
Sachetta
Massachusetts
$1.21M -$103K -418 -8%
SPL
3078
Smart Portfolios LLC
Washington
$1.21M -$9.81K -40 -0.8%
BIG
3079
Brookwood Investment Group
Arizona
$1.21M +$1.21M +4,938 New
SPP
3080
Single Point Partners
Massachusetts
$1.21M +$410K +1,673 +51%
ML
3081
McAdam LLC
Pennsylvania
$1.21M +$33.1K +135 +3%
CFD
3082
Creative Financial Designs
Indiana
$1.21M -$6.38K -26 -0.5%
RFS
3083
Richardson Financial Services
Massachusetts
$1.21M -$7.36K -30 -0.6%
WAM
3084
Wallington Asset Management
Indiana
$1.21M – – –
TA
3085
TrueWealth Advisors
Alabama
$1.21M -$41.7K -170 -3%
ECM
3086
Elgethun Capital Management
South Dakota
$1.21M +$48.6K +198 +4%
USWIA
3087
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.2M -$23.3K -95 -2%
PGF
3088
Plan Group Financial
Oklahoma
$1.2M +$726K +2,960 +152%
GAA
3089
Guardian Asset Advisors
Pennsylvania
$1.2M +$16.9K +69 +1%
APW
3090
Aurora Private Wealth
New Jersey
$1.2M -$42.4K -173 -3%
STA
3091
Smith Thornton Advisors
Alabama
$1.2M +$5.4K +22 +0.5%
CC
3092
Copperleaf Capital
North Carolina
$1.2M +$743K +3,031 +163%
Harris Associates
3093
Harris Associates
Illinois
$1.2M +$12K +49 +1%
SI
3094
Seeds Investor
New York
$1.2M -$192K -784 -14%
DWG
3095
Darden Wealth Group
Michigan
$1.2M – – –
MW
3096
Maia Wealth
Colorado
$1.19M +$41.5K +177 +4%
CFA
3097
CWS Financial Advisors
Michigan
$1.19M +$77.3K +315 +7%
HCM
3098
Hutchinson Capital Management
California
$1.19M -$107K -435 -8%
PC
3099
PhiloSmith Capital
Connecticut
$1.19M – – –
CAM
3100
Campion Asset Management
Virginia
$1.19M -$38K -155 -3%
122 123
124
125 126