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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 %
NJBEST
3501
New Jersey Better Educational Savings Trust
New Jersey
$740K – – –
TFIPS
3502
Towarzystwo Funduszy Inwestycyjnych PZU SA
$738K +$61.3K +250 +9%
JTWM
3503
Jackson Thornton Wealth Management
Alabama
$738K +$137K +589 +23%
EFG
3504
Elios Financial Group
Ohio
$738K +$6.62K +27 +0.9%
RMC
3505
Ring Mountain Capital
California
$738K +$23.5K +96 +3%
SG
3506
Strid Group
Pennsylvania
$737K +$12.8K +52 +2%
SWM
3507
SilverOak Wealth Management
Minnesota
$736K – – –
AS
3508
Altshuler Shaham
Israel
$736K – – –
CL
3509
CLG LLC
California
$735K +$7.85K +32 +1%
AFWM
3510
AMJ Financial Wealth Management
Virginia
$733K -$14K -57 -2%
SC
3511
Schoolcraft Capital
Colorado
$733K +$86.1K +351 +13%
HFS
3512
Hughes Financial Services
Virginia
$732K +$8.77K +36 +1%
FFWM
3513
Future Financial Wealth Management
Ohio
$732K -$20.9K -85 -3%
RFP
3514
Root Financial Partners
California
$730K +$245 +1 +0%
FA
3515
FSA Advisors
Michigan
$729K +$429K +1,749 +143%
DWM
3516
DecisionMap Wealth Management
Virginia
$725K -$3.43K -14 -0.5%
BMD
3517
Better Money Decisions
New Mexico
$724K -$143K -582 -16%
OTPPB
3518
Ontario Teachers' Pension Plan Board
Ontario, Canada
$724K +$191K +777 +36%
WFAG
3519
Wescott Financial Advisory Group
Pennsylvania
$722K +$3.93K +16 +0.5%
DCBT
3520
Dakota Community Bank & Trust
North Dakota
$721K -$15.5K -63 -2%
BCMLT
3521
Beacon Capital Management LLC (Tennessee)
Tennessee
$720K -$15K -61 -2%
MWM
3522
Mindset Wealth Management
Indiana
$720K +$180K +732 +33%
OCG
3523
Opus Capital Group
Ohio
$720K +$19.1K +78 +3%
HIM
3524
Hanlon Investment Management
New Jersey
$719K +$16.4K +67 +2%
EIM
3525
Essex Investment Management
Massachusetts
$717K -$178K -727 -20%
139 140
141
142 143