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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 %
OFO
3551
OneAscent Family Office
Alabama
$703K -$37.3K -152 -5%
KPWG
3552
KFA Private Wealth Group
Virginia
$698K +$181K +737 +35%
DAM
3553
Diamant Asset Management
Connecticut
$697K -$493K -2,008 -41%
AFG
3554
Arkansas Financial Group
Arkansas
$697K -$31.6K -139 -4%
SL
3555
Summitry LLC
California
$696K +$9.81K +40 +1%
CAM
3556
Claret Asset Management
Quebec, Canada
$696K -$698K -2,911 Closed
KCIC
3557
Kuhn & Co Investment Counsel
Illinois
$696K +$364K +1,482 +109%
CCA
3558
Coign Capital Advisors
Utah
$692K -$12.3K -50 -2%
AFP
3559
Alpha Financial Partners
Kentucky
$691K -$11.5K -47 -2%
AWP
3560
Abacus Wealth Partners
California
$689K +$2.94K +12 +0.4%
GSWA
3561
Good Steward Wealth Advisors
Tennessee
$689K +$689K +2,810 New
IWM
3562
Integris Wealth Management
California
$689K -$23.6K -96 -3%
PAG
3563
Paladin Advisory Group
Iowa
$687K – – –
MPAM
3564
Murphy Pohlad Asset Management
Minnesota
$687K +$88.3K +360 +15%
BFM
3565
Boothbay Fund Management
New York
$685K +$204K +833 +43%
NIWA
3566
New Insight Wealth Advisors
California
$684K +$52.7K +215 +8%
WWM
3567
Westwood Wealth Management
California
$684K – – –
BCM
3568
Brown Capital Management
Maryland
$683K -$352K -1,434 -34%
BFWM
3569
Bright Futures Wealth Management
New York
$682K -$72.1K -315 -10%
BBPWM
3570
Blue Bell Private Wealth Management
Pennsylvania
$682K +$45.9K +187 +7%
HIS
3571
Harvest Investment Services
Illinois
$682K +$23.8K +97 +4%
ASG
3572
Ariston Services Group
California
$681K -$38.8K -158 -5%
RA
3573
Rational Advisors
New York
$681K +$201K +820 +42%
HCWM
3574
Hidden Cove Wealth Management
Washington
$677K +$27.5K +112 +4%
FF
3575
Francis Financial
$676K -$235K -958 -26%
141 142
143
144 145