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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 %
WAOI
3476
Wealth Advisors of Iowa
Iowa
$760K – – –
CWM
3477
Centricity Wealth Management
Ohio
$760K +$24.8K +101 +3%
SLA
3478
Silver Lake Advisory
Utah
$760K +$3.19K +13 +0.4%
MF
3479
Meridian Financial
Massachusetts
$759K -$3.68K -15 -0.5%
BAM
3480
Broyhill Asset Management
North Carolina
$759K – – –
RC
3481
Rovin Capital
Arizona
$758K -$4.42K -18 -0.6%
PCMC
3482
Paragon Capital Management (Colorado)
Colorado
$758K +$491 +2 +0.1%
AF
3483
Atala Financial
California
$757K -$2.21K -9 -0.3%
HFM
3484
Harvest Fund Management
China
$754K -$723K -2,949 -49%
NPPM
3485
North Point Portfolio Managers
Ohio
$753K – – –
DO
3486
denkapparat Operations
Germany
$752K -$621K -2,532 -45%
AGA
3487
Arkos Global Advisors
Texas
$751K -$29.9K -122 -4%
ACM
3488
Absolute Capital Management
Pennsylvania
$750K +$1.23K +5 +0.2%
AFA
3489
Allium Financial Advisors
Oregon
$750K +$750K +3,057 New
IAG
3490
Investmark Advisory Group
Connecticut
$749K +$1.47K +6 +0.2%
CM
3491
Capula Management
Cayman Islands
$748K +$521K +2,125 +230%
CHA
3492
Cooper/Haims Advisors
New York
$748K -$1.96K -8 -0.3%
MF
3493
Manchester Financial
California
$746K +$252K +1,029 +51%
AI
3494
AXS Investments
New York
$746K -$32.6K -133 -4%
IGGA
3495
Iron Gate Global Advisors
Utah
$746K +$4.66K +19 +0.6%
TPW
3496
Tiller Private Wealth
Pennsylvania
$745K – – –
FTUS
3497
Flow Traders U.S.
New York
$742K -$3.6M -14,656 -83%
ECA
3498
Elevate Capital Advisors
Colorado
$741K -$548K -2,235 -43%
FA
3499
Fermata Advisors
California
$741K +$209K +852 +39%
ONSWM
3500
Old North State Wealth Management
North Carolina
$741K -$31K -126 -4%
138 139
140
141 142