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 %
SAM
3251
Secure Asset Management
Michigan
$986K -$2.81M -11,473 -74%
DIA
3252
Davidson Investment Advisors
Montana
$983K -$105K -428 -10%
WA
3253
Win Advisors
Florida
$982K +$982K +4,004 New
SC
3254
Summa Corp
Texas
$981K -$32.6K -133 -3%
WDA
3255
Wendell David Associates
New Hampshire
$981K – – –
Cohen & Steers
3256
Cohen & Steers
New York
$981K +$217K +885 +28%
HG
3257
Harbor Group
New Hampshire
$979K +$245 +1 +0%
RW
3258
RVW Wealth
California
$978K +$619K +2,523 +172%
ACM
3259
Ardent Capital Management
Ohio
$978K -$32.9K -134 -3%
SGWM
3260
Sterling Group Wealth Management
California
$977K +$245 +1 +0%
GWAG
3261
Garrett Wealth Advisory Group
Texas
$975K +$171K +696 +21%
VF
3262
Vawter Financial
Ohio
$974K +$10.1K +41 +1%
MWM
3263
Maltin Wealth Management
New Jersey
$974K +$45.4K +185 +5%
BC
3264
BIT Capital
Germany
$973K +$325K +1,323 +50%
CMAI
3265
Capital Management Associates Inc
Minnesota
$968K +$93K +379 +11%
GF
3266
GGM Financials
Ohio
$968K -$55.4K -226 -5%
WSWA
3267
Warren Street Wealth Advisors
California
$967K +$20.6K +84 +2%
TSS
3268
Thomas Story & Son
Indiana
$966K – – –
FFL
3269
Future Fund LLC
Illinois
$965K +$965K +3,933 New
CFO
3270
Collective Family Office
Pennsylvania
$964K -$65.3K -266 -6%
TIM
3271
Total Investment Management
Arizona
$963K +$736 +3 +0.1%
MWS
3272
MFA Wealth Services
California
$962K -$49.8K -203 -5%
EWA
3273
ERTS Wealth Advisors
Michigan
$962K -$33.9K -138 -3%
CIS
3274
Custom Index Systems
New York
$960K -$24.5K -100 -2%
PWM
3275
Partners Wealth Management
California
$960K -$33.4K -136 -3%
129 130
131
132 133