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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 %
TA
3176
TPG Advisors
Illinois
$1.09M +$736 +3 +0.1%
GFM
3177
GF Fund Management
China
$1.09M +$970K +3,953 +832%
IWA
3178
Inspirion Wealth Advisors
Illinois
$1.08M +$369K +1,504 +52%
BDA
3179
Borer Denton & Associates
Pennsylvania
$1.08M +$24.5K +100 +2%
EAM
3180
Evanson Asset Management
California
$1.08M -$252K -1,027 -19%
CCA
3181
Clearwater Capital Advisors
Illinois
$1.08M +$22.1K +90 +2%
FC
3182
FCA Corp
Texas
$1.08M -$10.3K -42 -0.9%
AIM
3183
Advyzon Investment Management
Illinois
$1.08M -$51K -208 -5%
BP
3184
BWM Planning
Texas
$1.08M +$245 +1 +0%
AT
3185
Avalon Trust
New Mexico
$1.07M -$25.5K -104 -2%
CFLC
3186
California First Leasing Corp
California
$1.07M – – –
BFA
3187
Buttonwood Financial Advisors
Maryland
$1.07M -$56.2K -229 -5%
HP
3188
Holistic Planning
Texas
$1.07M -$245 -1 -0%
CCB
3189
Cutter & Co Brokerage
Missouri
$1.07M +$9.32K +38 +0.9%
MCM
3190
McDonough Capital Management
Florida
$1.07M +$66.5K +271 +7%
WAM
3191
WNY Asset Management
New York
$1.06M -$40.2K -164 -4%
PAWA
3192
Palo Alto Wealth Advisors
California
$1.06M +$130K +494 +14%
CFAM
3193
Center For Asset Management
Florida
$1.06M -$3.43K -14 -0.3%
LGG
3194
Luts & Greenleigh Group
Maryland
$1.06M -$39.7K -162 -4%
Optiver Holding
3195
Optiver Holding
Netherlands
$1.06M -$510K -2,078 -32%
CWG
3196
Crown Wealth Group
North Carolina
$1.06M +$54.5K +222 +5%
IAP
3197
Indie Asset Partners
Indiana
$1.06M -$502K -2,047 -32%
Fiera Capital (Canada)
3198
Fiera Capital (Canada)
Quebec, Canada
$1.06M – – –
CMTU
3199
Capital Markets Trading (UK)
United Kingdom
$1.05M +$1.05M +4,291 New
GAM
3200
Gemmer Asset Management
California
$1.05M -$23.8K -97 -2%
126 127
128
129 130