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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 %
FCM
3576
Fourpath Capital Management
Oklahoma
$676K -$26.5K -108 -4%
VC
3577
Veery Capital
Delaware
$676K +$19.1K +78 +3%
LCM
3578
Landscape Capital Management
New Jersey
$676K -$2.36M -9,619 -78%
SPW
3579
Sonoma Private Wealth
California
$674K +$248K +1,010 +58%
MWM
3580
Melfa Wealth Management
Massachusetts
$672K – – –
DFA
3581
Davies Financial Advisors
California
$672K -$1.23K -5 -0.2%
HGWM
3582
Horst & Graben Wealth Management
Oregon
$672K +$31.9K +130 +5%
SFC
3583
Swisher Financial Concepts
Ohio
$671K +$154K +627 +30%
KAM
3584
KEB Asset Management
Illinois
$670K -$218K -890 -25%
RC
3585
Reik & Co
New York
$670K – – –
JFGLC
3586
Johnson Financial Group LLC (Colorado)
Colorado
$669K +$669K +2,729 New
IRC
3587
Investors Research Corp
Georgia
$668K -$326K -1,331 -33%
CF
3588
Cyr Financial
Illinois
$667K +$29.2K +119 +5%
HCP
3589
Holt Capital Partners
Texas
$665K +$24.5K +100 +4%
LIA
3590
Lynx Investment Advisory
District of Columbia
$664K +$15K +61 +2%
CW
3591
Code Waechter
Florida
$659K -$67K -273 -9%
AR
3592
Apeiron RIA
Texas
$659K -$27.7K -113 -4%
HWP
3593
Heritage Wealth Partners
Ohio
$657K +$45.4K +185 +7%
FAFN
3594
First Affirmative Financial Network
Colorado
$656K -$30.9K -126 -4%
VCWA
3595
Vanguard Capital Wealth Advisors
Colorado
$656K +$736 +3 +0.1%
RCA
3596
Riverview Capital Advisers
Massachusetts
$656K +$148K +603 +29%
KIM
3597
Kane Investment Management
California
$652K +$652K +2,660 New
DA
3598
Detalus Advisors
Missouri
$650K -$14K -57 -2%
ETS
3599
ESL Trust Services
New York
$648K – – –
LA
3600
Lane & Associates
New Jersey
$648K -$12.5K -51 -2%
142 143
144
145 146