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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 %
I2I
3451
Insight 2811 Inc
Illinois
$779K -$4.66K -19 -0.6%
WCG
3452
Weaver Consulting Group
California
$779K -$12.5K -51 -2%
OWM
3453
OneAscent Wealth Management
Alabama
$778K -$89.6K -365 -10%
BFS
3454
Burkett Financial Services
South Carolina
$777K +$8.83K +36 +1%
SIM
3455
Seaview Investment Managers
Florida
$777K +$777K +3,166 New
PIM
3456
Pullen Investment Management
Florida
$776K +$26K +106 +3%
CFP
3457
Cascade Financial Partners
California
$776K +$111K +454 +17%
CNBOF
3458
City National Bank of Florida
Florida
$774K +$211K +861 +38%
IIM
3459
Ironwood Investment Management
Massachusetts
$774K -$196K -800 -20%
AWA
3460
Arbor Wealth Advisors
Michigan
$773K -$1.96K -8 -0.3%
MJRIC
3461
Mogy Joel R Investment Counsel
California
$773K -$200K -815 -21%
PCM
3462
Permanent Capital Management
Illinois
$773K – – –
HF
3463
Holcombe Financial
Georgia
$772K – – –
UWP
3464
Uniting Wealth Partners
Kansas
$771K +$21.6K +88 +3%
WFS
3465
WealthGarden F.S.
California
$770K +$2.45K +10 +0.3%
JLBC
3466
J.L. Bainbridge & Co
Florida
$770K +$10.8K +44 +1%
CAM
3467
Concorde Asset Management
Michigan
$769K +$10.8K +46 +1%
SAM
3468
SP Asset Management
California
$769K +$4.66K +19 +0.6%
SGI
3469
Summit Global Investments
Utah
$768K -$1.46M -5,939 -65%
KWM
3470
KFG Wealth Management
Indiana
$767K +$9.32K +38 +1%
AWM
3471
Allen Wealth Management
North Carolina
$764K -$1.23K -5 -0.2%
WJA
3472
Willis Johnson & Associates
Texas
$764K -$14K -57 -2%
MPW
3473
Magnolia Private Wealth
Pennsylvania
$761K +$88.6K +361 +13%
CWA
3474
Clearview Wealth Advisors
Oregon
$761K -$185K -754 -20%
ODIJL
3475
One Day In July LLC
Vermont
$761K +$33.1K +135 +5%
137 138
139
140 141