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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 %
WCM
3201
Wedge Capital Management
North Carolina
$1.05M -$22.6K -92 -2%
PA
3202
PSI Advisors
Florida
$1.05M -$66K -269 -6%
ACM
3203
Aspen Capital Management
Idaho
$1.05M +$1.05M +4,280 New
WA
3204
Wealthstream Advisors
New York
$1.05M -$23.5K -96 -2%
SIAG
3205
Safeguard Investment Advisory Group
California
$1.05M +$311K +1,268 +42%
BFF
3206
Byrne Financial Freedom
Massachusetts
$1.05M +$24.8K +101 +2%
RGC
3207
Roberts, Glore & Co
Illinois
$1.04M -$1.72K -7 -0.2%
NVIM
3208
New Vernon Investment Management
Illinois
$1.04M -$26.6M -108,476 -96%
NRI
3209
NFP Retirement Inc
California
$1.04M +$43.4K +177 +4%
BA
3210
Bluesphere Advisors
Pennsylvania
$1.03M -$456K -1,857 -31%
LA
3211
Lifeworks Advisors
Michigan
$1.03M +$40K +163 +4%
RHDIC
3212
R.H. Dinel Investment Counsel
California
$1.03M – – –
RCM
3213
Requisite Capital Management
Texas
$1.03M -$128K -522 -11%
WA1
3214
Wimmer Associates 1
California
$1.03M -$51K -194 -5%
RIS
3215
Retirement Income Solutions
Michigan
$1.03M – – –
TFG
3216
Taylor Financial Group
Virginia
$1.03M +$37K +151 +4%
KWM
3217
Keebeck Wealth Management
Illinois
$1.03M +$83.7K +341 +9%
LK
3218
Lumbard & Kellner
New Hampshire
$1.03M -$19.1K -78 -2%
DMBA
3219
Deseret Mutual Benefit Administrators
Utah
$1.03M -$82.4K -336 -7%
HI
3220
Humankind Investments
New York
$1.03M -$64.8K -264 -6%
CCM
3221
CAAS Capital Management
New York
$1.02M -$87.3K -356 -8%
SAM
3222
S.A. Mason
Michigan
$1.02M – – –
HFS
3223
Hopwood Financial Services
Virginia
$1.02M +$736 +3 +0.1%
LC
3224
Landaas & Company
Wisconsin
$1.02M +$736 +3 +0.1%
1C
3225
111 Capital
France
$1.02M +$1.02M +4,155 New
127 128
129
130 131