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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 %
CJL
3376
Cyrus J. Lawrence
New York
$847K -$13.2M -53,892 -94%
RA
3377
Rise Advisors
New York
$847K +$47.8K +195 +6%
WCFA
3378
Walkner Condon Financial Advisors
Wisconsin
$846K +$46.4K +189 +6%
ISFAN
3379
Investor's Fiduciary Advisor Network
Washington
$846K -$80.4K -328 -9%
IIM
3380
Illumine Investment Management
Washington
$844K – – –
BWM
3381
BankPlus Wealth Management
Mississippi
$843K -$12.8K -52 -1%
GCL
3382
Gouws Capital LLC
North Carolina
$842K +$474K +1,933 +129%
LRIC
3383
Long Road Investment Counsel
Michigan
$842K +$842K +3,432 New
BCG
3384
Bravias Capital Group
New Jersey
$842K -$207K -845 -20%
PWM
3385
Prosperity Wealth Management
California
$840K – – –
OWA
3386
Opal Wealth Advisors
New York
$837K +$67.7K +276 +9%
QPW
3387
Quantum Private Wealth
Florida
$837K -$65.7K -268 -7%
CCG
3388
Coastwise Capital Group
California
$837K -$713K -2,907 -46%
1WM
3389
1858 Wealth Management
Ohio
$835K -$165K -672 -16%
BAM
3390
Bellevue Asset Management
Washington
$835K -$489K -1,992 -37%
WCWM
3391
Willow Creek Wealth Management
California
$835K +$26.7K +109 +3%
CCG
3392
Catalina Capital Group
California
$833K -$2.59M -10,564 -76%
MCM
3393
Mattern Capital Management
Colorado
$832K +$35.1K +143 +4%
FWP
3394
Firethorn Wealth Partners
Georgia
$832K +$154K +626 +23%
GDP
3395
Great Diamond Partners
Maine
$832K +$9.08K +37 +1%
HWA
3396
Hillcrest Wealth Advisors
New Jersey
$832K -$103K -420 -11%
SAS
3397
Stelac Advisory Services
New York
$830K +$723K +2,945 +677%
BTC
3398
Bank & Trust Company
Illinois
$829K – – –
LFA
3399
Laraway Financial Advisors
Minnesota
$827K – – –
AWM
3400
Altus Wealth Management
Kentucky
$827K +$1.47K +6 +0.2%
134 135
136
137 138