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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 %
SAM
3351
Strive Asset Management
Ohio
$872K +$64K +261 +8%
PWA
3352
Provenance Wealth Advisors
Florida
$869K -$1.17M -4,775 -57%
BRWM
3353
Blue Rock Wealth Management
North Carolina
$869K +$869K +3,559 New
GG
3354
GenWealth Group
New Jersey
$866K -$61.1K -249 -7%
FFG
3355
Fiduciary Financial Group
California
$866K +$173K +762 +25%
Fuller & Thaler Asset Management
3356
Fuller & Thaler Asset Management
California
$866K – – –
GWM
3357
Glass Wealth Management
Texas
$865K – – –
JSC
3358
Jackson Square Capital
California
$864K +$864K +3,524 New
OAM
3359
Oberweis Asset Management
Illinois
$863K +$491 +2 +0.1%
MWM
3360
MBE Wealth Management
Wisconsin
$862K +$221K +903 +35%
RW
3361
Rede Wealth
Virginia
$861K -$13K -53 -1%
HC
3362
Hourglass Capital
Texas
$860K -$56.2K -229 -6%
CIA
3363
Compass Ion Advisors
Pennsylvania
$860K +$79.7K +325 +10%
OP
3364
ORG Partners
Indiana
$859K -$2.5M -10,251 -74%
FCM
3365
Firestone Capital Management
Florida
$858K -$481K -1,960 -36%
WI
3366
WJ Interests
Texas
$858K – – –
NFTC
3367
North Forty Two & Co
Oregon
$858K +$4.66K +19 +0.5%
WCP
3368
Wealthcare Capital Partners
Pennsylvania
$854K +$28.2K +115 +3%
WIM
3369
Warwick Investment Management
Texas
$853K +$92.2K +376 +12%
MF
3370
Montis Financial
Massachusetts
$853K -$22.6K -92 -3%
BFS
3371
BridgePort Financial Solutions
Iowa
$853K +$28K +114 +3%
SC
3372
Sierra Capital
Florida
$851K -$31.1K -127 -4%
WF
3373
Whelan Financial
California
$851K +$47.1K +192 +6%
PCM
3374
Prelude Capital Management
New York
$849K -$208K -847 -20%
LFS
3375
Legacy Financial Strategies
Kansas
$848K -$21.1K -86 -2%
133 134
135
136 137