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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 %
AMCA
3126
Arthur M. Cohen & Associates
Illinois
$1.16M +$1.23K +5 +0.1%
NWM
3127
Nova Wealth Management
Florida
$1.16M -$35.1K -143 -3%
FPW
3128
Fairvoy Private Wealth
Alabama
$1.16M -$1.72K -7 -0.1%
CastleKeep Investment Advisors
3129
CastleKeep Investment Advisors
Connecticut
$1.15M -$142K -579 -11%
BFAG
3130
Blackston Financial Advisory Group
Florida
$1.15M +$102K +416 +10%
CP
3131
Camelot Portfolios
Ohio
$1.15M +$1.15M +4,696 New
IAG
3132
Investment Advisory Group
Massachusetts
$1.15M +$18.2K +74 +2%
GSF
3133
Grove Street Fiduciary
New Hampshire
$1.15M – – –
WWM
3134
Wagner Wealth Management
South Carolina
$1.15M +$7.85K +32 +0.7%
SWP
3135
Summit Wealth Partners
Florida
$1.14M +$13K +53 +1%
BW
3136
BIP Wealth
Georgia
$1.14M -$6.38K -26 -0.6%
SCM
3137
SKBA Capital Management
California
$1.14M – – –
KW
3138
Keyvantage Wealth
Pennsylvania
$1.14M -$100K -408 -8%
RPCONE
3139
Retirement Planning Company of New England
Rhode Island
$1.14M +$13.2K +54 +1%
NWA
3140
Navis Wealth Advisors
New York
$1.14M +$553K +2,256 +94%
EL
3141
EWA LLC
Pennsylvania
$1.14M +$44.2K +180 +4%
TFF
3142
The Family Firm
Maryland
$1.14M +$2.45K +10 +0.2%
NIA
3143
NBZ Investment Advisors
Tennessee
$1.14M +$127K +516 +13%
EBSAM
3144
Eubel Brady & Suttman Asset Management
Ohio
$1.14M -$66.5K -271 -6%
MC
3145
Matisse Capital
Oregon
$1.14M +$12.3K +50 +1%
CWA
3146
CM Wealth Advisors
Ohio
$1.14M – – –
PCI
3147
Planning Center Inc
Illinois
$1.13M -$2.7K -11 -0.2%
GSIAS
3148
Garden State Investment Advisory Services
New Jersey
$1.13M +$80.5K +330 +8%
BSHC
3149
Breed's Hill Capital
Massachusetts
$1.13M +$10.3K +42 +0.9%
KBFS
3150
Kohmann Bosshard Financial Services
Ohio
$1.13M +$84.1K +343 +8%
124 125
126
127 128