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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 %
AWM
3276
Atticus Wealth Management
Florida
$957K +$49.1K +200 +5%
TFGT
3277
TS Financial Group (TSFG)
Illinois
$956K +$63.6K +259 +7%
AFW
3278
Avantra Family Wealth
Pennsylvania
$955K -$5.89K -24 -0.6%
CIA
3279
Cape Investment Advisory
Georgia
$955K -$1.96K -8 -0.2%
EI
3280
Ecofi Investissements
France
$954K -$10.5K -50 -1%
CWA
3281
CJM Wealth Advisers
Virginia
$953K -$17.2K -70 -2%
EI
3282
Ellevest Inc
New York
$953K +$23.3K +95 +3%
AHL
3283
Abel Hall LLC
Louisiana
$953K -$229K -935 -19%
SC
3284
Sykon Capital
New York
$952K +$570K +2,325 +150%
BW
3285
Balance Wealth
Ohio
$952K +$952K +3,880 New
HPM
3286
Hoxton Planning & Management
West Virginia
$951K +$59.1K +241 +7%
PGA
3287
Portland Global Advisors
Maine
$951K +$33.6K +137 +4%
CAM
3288
Creekmur Asset Management
Illinois
$949K +$667K +2,718 +236%
BCM
3289
BluePointe Capital Management
California
$946K +$444K +1,811 +88%
NP
3290
Ninepoint Partners
Ontario, Canada
$946K -$47.1K -192 -5%
ACM
3291
Advance Capital Management
Michigan
$946K +$42.7K +174 +5%
GA
3292
GSG Advisors
New Jersey
$945K +$19.5K +83 +2%
GCM
3293
Goldstream Capital Management
Hong Kong
$942K – – –
WPW
3294
Watershed Private Wealth
Illinois
$940K – – –
SA
3295
SRN Advisors
Pennsylvania
$939K -$437K -1,783 -32%
PPA
3296
Pacific Point Advisors
California
$938K – – –
TFA
3297
Tranquilli Financial Advisor
New Jersey
$937K -$394K -1,605 -30%
ML
3298
Mayport LLC
Massachusetts
$936K +$215K +875 +30%
LCM
3299
LCM Capital Management
Illinois
$935K – – –
AWM
3300
Ariadne Wealth Management
California
$935K -$81.2K -321 -8%
130 131
132
133 134