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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 %
WFA
3226
Wellspring Financial Advisors
Ohio
$1.02M +$35.8K +146 +4%
BFWA
3227
Benchmark Financial Wealth Advisors
Florida
$1.02M +$71.6K +292 +8%
CSWG
3228
Cardinal Strategic Wealth Guidance
Kentucky
$1.01M -$416K -1,694 -29%
ACA
3229
Affinity Capital Advisors
California
$1.01M +$57.2K +242 +6%
AWM
3230
Accredited Wealth Management
Kentucky
$1.01M +$198K +808 +24%
TFCP
3231
Twin Focus Capital Partners
Massachusetts
$1.01M – – –
ONST
3232
Old North State Trust
North Carolina
$1.01M – – –
TIM
3233
Tevis Investment Management
Texas
$1.01M – – –
EWM
3234
Elevatus Welath Management
New York
$1.01M -$208K -846 -17%
HA
3235
Helium Advisors
Washington
$1.01M +$1.96K +8 +0.2%
HWM
3236
Hassell Wealth Management
Louisiana
$1.01M +$50.2K +214 +5%
RF
3237
Rossby Financial
Florida
$1.01M +$295K +1,212 +41%
GA
3238
Goldstein Advisors
Wisconsin
$1.01M -$81.2K -331 -7%
HCP
3239
Hardin Capital Partners
South Carolina
$1.01M -$558K -2,275 -36%
SF
3240
Safeguard Financial
Wisconsin
$1.01M +$14.5K +59 +1%
PC
3241
Port Capital
Illinois
$1.01M -$215K -875 -18%
BOM
3242
Bank of Marin
California
$1.01M -$114K -463 -10%
DWS
3243
Discipline Wealth Solutions
South Carolina
$1M – – –
SAF
3244
Smith Anglin Financial
Texas
$1M +$185K +755 +23%
KWM
3245
Kaydan Wealth Management
Michigan
$1M – – –
NFP
3246
Narus Financial Partners
Utah
$995K +$20.9K +85 +2%
WAG
3247
Wallace Advisory Group
California
$989K -$16.5K -69 -2%
PHIC
3248
Pine Haven Investment Counsel
Massachusetts
$989K -$9.81K -40 -1%
TCM
3249
Tributary Capital Management
Nebraska
$987K -$261K -1,062 -21%
DAM
3250
Doheny Asset Management
California
$987K +$24K +98 +2%
128 129
130
131 132