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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 %
TWM
3301
Tanager Wealth Management
United Kingdom
$935K -$352K -1,434 -27%
CCA
3302
Cottonwood Capital Advisors
Utah
$933K -$120K -491 -11%
EA
3303
Emerald Advisors
Washington
$930K +$143K +582 +18%
FFM
3304
Flagstone Financial Management
Nebraska
$928K – – –
THL
3305
Tillman Hartley LLC
Colorado
$927K – – –
BWA
3306
BlueSky Wealth Advisors
North Carolina
$924K – – –
T
3307
Transce3nd
Texas
$924K -$160K -651 -15%
HIW
3308
Holos Integrated Wealth
Pennsylvania
$923K – – –
HWM
3309
Howard Wealth Management
Connecticut
$923K -$12.8K -52 -1%
DEM
3310
Disciplined Equity Management
Florida
$923K -$172K -700 -16%
GCM
3311
Galibier Capital Management
Ontario, Canada
$922K -$368K -1,500 -29%
BDLIB
3312
Banque de Luxembourg Investments (BLI)
Luxembourg
$921K +$921K +3,800 New
MAG
3313
Mayfair Advisory Group
Alabama
$917K -$4.42K -18 -0.5%
MAG
3314
M3 Advisory Group
Massachusetts
$917K +$9.08K +37 +1%
CWA
3315
Consilio Wealth Advisors
Washington
$917K +$5.64K +23 +0.6%
KOC
3316
Koss-Olinger Consulting
Florida
$916K +$916K +3,734 New
HAS
3317
Holland Advisory Services
Florida
$912K +$491 +2 +0.1%
KA
3318
KDT Advisors
New York
$911K – – –
DWA
3319
Dougherty Wealth Advisers
Minnesota
$907K – – –
PSCM
3320
Per Stirling Capital Management
Texas
$907K +$3.68K +15 +0.4%
ACA
3321
American Capital Advisory
Idaho
$906K +$46.6K +190 +5%
VWM
3322
Vigilare Wealth Management
Arizona
$906K +$84.4K +344 +10%
WAM
3323
WealthTrust Asset Management
Florida
$904K -$47.6K -194 -5%
RRA
3324
Round Rock Advisors
Connecticut
$903K -$181K -736 -17%
SPI
3325
Santori & Peters Inc
Pennsylvania
$901K +$2.21K +9 +0.2%
131 132
133
134 135