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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 %
PCA
3101
Prosperity Capital Advisors
Ohio
$1.19M +$75.1K +308 +7%
JSAM
3102
J. Safra Asset Management
New York
$1.19M +$109K +445 +10%
PW
3103
PUREfi Wealth
Massachusetts
$1.19M +$83.2K +339 +8%
HS
3104
Horan Securities
United States
$1.19M -$84.9K -346 -7%
THCM
3105
Taylor Hoffman Capital Management
Virginia
$1.18M -$9.75K -40 -0.8%
MWM
3106
Maripau Wealth Management
Indiana
$1.18M +$136K +554 +13%
WF
3107
Wayfinding Financial
Washington
$1.18M -$38.7K -158 -3%
WAM
3108
Weinberger Asset Management
California
$1.18M -$5.15K -21 -0.4%
PIM
3109
Profit Investment Management
Maryland
$1.18M -$298K -1,215 -20%
SFG
3110
Seamount Financial Group
Colorado
$1.18M -$10.3K -42 -0.9%
LCG
3111
Lakeshore Capital Group
Illinois
$1.18M +$10.1K +41 +0.9%
PPW
3112
Pasadena Private Wealth
California
$1.18M +$371K +1,511 +46%
RWI
3113
Red Wave Investments
Pennsylvania
$1.17M +$245 +1 +0%
ACP
3114
Aveo Capital Partners
Colorado
$1.17M -$575K -2,307 -33%
TCM
3115
Towercrest Capital Management
Pennsylvania
$1.17M -$1.15M -4,680 -49%
APC
3116
Aspire Private Capital
North Carolina
$1.17M +$28.7K +117 +3%
TF
3117
Trek Financial
Arizona
$1.17M +$124K +506 +12%
FP
3118
Fiduciary Planning
Florida
$1.17M +$25K +102 +2%
VAMG
3119
Voisard Asset Management Group
Michigan
$1.17M -$981 -4 -0.1%
AWMG
3120
Alliance Wealth Management Group
New Jersey
$1.16M -$87.8K -358 -7%
ATS
3121
Ashton Thomas Securities
New York
$1.16M -$889K -3,623 -43%
IFU
3122
iSAM Funds (UK)
United Kingdom
$1.16M +$1.16M +4,740 New
SWM
3123
Shelton Wealth Management
Texas
$1.16M -$65.5K -267 -5%
EA
3124
Enclave Advisors
Texas
$1.16M +$6.13K +25 +0.5%
SXL
3125
Summit X LLC
Missouri
$1.16M +$14.2K +58 +1%
123 124
125
126 127