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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 %
PP
3401
Postrock Partners
Oregon
$825K – – –
FA
3402
Forefront Analytics
Pennsylvania
$824K +$3.68K +15 +0.4%
PCFFS
3403
Pacific Center for Financial Services
California
$823K +$736 +3 +0.1%
LWM
3404
LongView Wealth Management
Georgia
$822K -$55.2K -225 -6%
VW
3405
Vance Wealth
California
$822K +$113K +459 +16%
FPF
3406
First Pacific Financial
Washington
$822K +$72.9K +297 +10%
PA
3407
Persium Advisors
Georgia
$821K -$29.2K -119 -3%
ACM
3408
AUA Capital Management
Pennsylvania
$820K – – –
OA
3409
Operose Advisors
Wisconsin
$818K +$152K +621 +23%
CHP
3410
Cable Hill Partners
Oregon
$818K +$142K +580 +21%
TA
3411
TCM Advisors
West Virginia
$816K -$822K – –
MAG
3412
MRA Advisory Group
New Jersey
$814K -$274K -1,116 -25%
MSWMA
3413
Market Street Wealth Management Advisors
Indiana
$814K +$62.8K +256 +8%
IF
3414
Integrity Financial
Wyoming
$813K +$127K +516 +18%
ACA
3415
Ackerman Capital Advisors
Texas
$811K +$43.9K +179 +6%
RWM
3416
RBA Wealth Management
California
$811K -$34.3K -140 -4%
AWM
3417
Abound Wealth Management
Tennessee
$811K -$1.23K -5 -0.2%
ADBIC
3418
A.D. Beadell Investment Counsel
Wisconsin
$810K -$93.9K -383 -10%
FAM
3419
Fairtree Asset Management
South Africa
$808K +$808K +3,293 New
FCT
3420
First Community Trust
Iowa
$808K -$8.59K -35 -1%
CA
3421
Capital Advantage
California
$807K – – –
EWP
3422
Elevation Wealth Partners
California
$806K -$3.19K -13 -0.4%
CIA
3423
Cascade Investment Advisors
Oregon
$805K -$42.9K -175 -5%
MAM
3424
Mullooly Asset Management
New Jersey
$805K +$805K +3,283 New
OWA
3425
Outlook Wealth Advisors
Texas
$805K -$26K -106 -3%
135 136
137
138 139