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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 %
HKAM
3526
Horizon Kinetics Asset Management
New York
$715K -$204K -830 -22%
CFG
3527
Clayton Financial Group
Missouri
$715K -$47.8K -195 -6%
FFL
3528
Financial Freedom LLC
Ohio
$715K +$1.23K +5 +0.2%
RA
3529
Riversedge Advisors
Delaware
$714K +$80K +326 +13%
MPCL
3530
My Personal CFO LLC
Washington
$714K -$11.3K -46 -2%
NCM
3531
Next Capital Management
New York
$714K -$186K -760 -21%
SC
3532
Saturna Capital
Washington
$712K +$147K +600 +26%
SHF
3533
Safe Harbor Fiduciary
Florida
$712K – – –
WIA
3534
Wealthedge Investment Advisors
New York
$711K -$22.8K -93 -3%
CA
3535
CapWealth Advisors
Tennessee
$711K +$1.47K +6 +0.2%
ICM
3536
Islay Capital Management
Texas
$711K – – –
BDFN
3537
Bond & Devick Financial Network
Minnesota
$711K +$113K +462 +19%
OCM
3538
Objective Capital Management
Ohio
$711K -$906K -3,693 -56%
CCP
3539
Clarity Capital Partners
California
$710K -$21.3K -87 -3%
SP
3540
Successful Portfolios
Florida
$710K +$245 +1 +0%
AIA
3541
Arbor Investment Advisors
North Carolina
$710K +$1.47K +6 +0.2%
AIA
3542
AIMZ Investment Advisors
California
$710K +$21.8K +89 +3%
DFA
3543
DHK Financial Advisors
New Hampshire
$709K -$573K -2,335 -45%
WFA
3544
WMG Financial Advisors
Tennessee
$709K +$14.2K +58 +2%
VWA
3545
VSM Wealth Advisory
Maryland
$708K -$48.8K -199 -6%
MMHP
3546
Murphy Middleton Hinkle & Parker
Georgia
$707K – – –
PCM
3547
Perritt Capital Management
Illinois
$705K -$21.8K -89 -3%
BBA
3548
Braun-Bostich & Associates
Pennsylvania
$704K -$491 -2 -0.1%
HA
3549
HC Advisors
Georgia
$704K -$57.4K -234 -8%
CRIG
3550
Charter Research & Investment Group
Connecticut
$703K – – –
140 141
142
143 144