JPM icon

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 %
SHFP
3151
Second Half Financial Partners
Florida
$1.13M -$2.12M -8,643 -65%
HSG
3152
Helen Stephens Group
Texas
$1.13M +$16.7K +68 +2%
CWC
3153
Carolinas Wealth Consulting
North Carolina
$1.13M -$213K -868 -16%
AWAP
3154
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.12M -$67.5K -275 -6%
MFG
3155
Mainsail Financial Group
Washington
$1.12M +$42.9K +175 +4%
GTAM
3156
Global Trust Asset Management
Florida
$1.12M -$1.34M -5,448 -54%
OPTFSNA
3157
Old Point Trust & Financial Services N A
Virginia
$1.12M +$14.7K +60 +1%
LRIA
3158
Leonard Rickey Investment Advisors
Washington
$1.12M -$74.6K -318 -6%
CWP
3159
Curated Wealth Partners
California
$1.12M +$89.5K +365 +9%
SPWG
3160
Sage Private Wealth Group
Illinois
$1.12M -$60.1K -245 -5%
AAG
3161
Armstrong Advisory Group
Massachusetts
$1.11M – – –
EFH
3162
Eaton Financial Holdings
Florida
$1.11M +$3.68K +15 +0.3%
HFA
3163
Highland Financial Advisors
New Jersey
$1.11M -$676K -2,754 -38%
SDAM
3164
Shulman DeMeo Asset Management
New York
$1.1M +$491 +2 +0%
RG
3165
Renaissance Group
Kentucky
$1.1M -$85.6K -349 -7%
WRPWM
3166
Werba Rubin Papier Wealth Management
California
$1.1M -$31.6K -129 -3%
GOCP
3167
Great Oak Capital Partners
Massachusetts
$1.1M – – –
EIA
3168
Eldridge Investment Advisors
New Hampshire
$1.1M -$38.5K -157 -3%
MIM
3169
Merrion Investment Management
New Jersey
$1.1M -$42.9K -175 -4%
CWM
3170
Challenger Wealth Management
California
$1.09M +$130K +528 +13%
WA
3171
Westfuller Advisors
New York
$1.09M +$5.15K +21 +0.5%
ABLA
3172
Alan B. Lancz & Associates
Ohio
$1.09M -$184K -750 -14%
BSTWA
3173
Blake Schutter Theil Wealth Advisors
Ohio
$1.09M -$217K -885 -17%
FNC
3174
First National Corp
Massachusetts
$1.09M +$56.2K +229 +5%
WA
3175
Wambolt & Associates
Colorado
$1.09M -$247K -1,013 -19%
125 126
127
128 129