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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 %
CFG
3426
Copley Financial Group
California
$804K +$33.4K +136 +4%
DBRC
3427
D.B. Root & Company
Pennsylvania
$804K +$13.5K +55 +2%
IWA
3428
IVC Wealth Advisors
Pennsylvania
$803K -$61.8K -252 -7%
CP
3429
Creekside Partners
California
$800K – – –
PG
3430
Prostatis Group
Maryland
$797K -$106K -433 -12%
HIA
3431
HTG Investment Advisors
Connecticut
$797K -$18.4K -75 -2%
HNWA
3432
Henrickson Nauta Wealth Advisors
Michigan
$796K +$15.7K +69 +2%
VFG
3433
Victory Financial Group
Texas
$795K +$119K +487 +18%
WFPG
3434
Waller Financial Planning Group
Ohio
$795K +$95.7K +390 +14%
CTWM
3435
Cherry Tree Wealth Management
Minnesota
$795K +$17.9K +73 +2%
RSWA
3436
Robinson Smith Wealth Advisors
Maine
$792K +$88.3K +360 +13%
ACC
3437
Acorn Creek Capital
Colorado
$790K -$14.2K -58 -2%
RA
3438
Ruggaard & Associates
Ohio
$789K -$143K -581 -15%
OIS
3439
OneAscent Investment Solutions
Alabama
$789K +$789K +3,218 New
EFG
3440
Ehrlich Financial Group
California
$788K -$18.4K -75 -2%
PPC
3441
Pennington Partners & Co
Maryland
$787K -$334K -1,363 -30%
WFM
3442
Wolff Financial Management
Michigan
$787K – – –
EC
3443
EdgeRock Capital
Colorado
$786K -$24.8K -101 -3%
HI
3444
Harrington Investments
California
$784K -$1.72K -7 -0.2%
LFG
3445
Lockerman Financial Group
California
$783K -$12.8K -52 -2%
MWP
3446
Meridian Wealth Partners
Pennsylvania
$782K -$47.6K -194 -6%
WFA
3447
WestHill Financial Advisors
California
$781K +$245 +1 +0%
AWA
3448
Aletheian Wealth Advisors
Washington
$781K +$77.3K +315 +11%
POIA
3449
Pin Oak Investment Advisors
Texas
$781K +$76.9K +302 +11%
MWA
3450
Motive Wealth Advisors
Michigan
$781K -$37.3K -152 -5%
136 137
138
139 140