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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 %
CWM
3601
Cherrydale Wealth Management
New Jersey
$647K -$83.4K -340 -11%
TC
3602
TAGStone Capital
North Carolina
$646K -$33.6K -137 -5%
SWG
3603
Summit Wealth Group
Vermont
$646K +$132K +539 +26%
CA
3604
Clune & Associates
Illinois
$645K -$10.5K -43 -2%
WA
3605
Wealthstar Advisors
Texas
$645K +$189K +770 +41%
TFO
3606
Tarbox Family Office
California
$644K -$491 -2 -0.1%
SDH
3607
Sloy Dahl & Holst
Washington
$642K – – –
GSIS
3608
Global Strategic Investment Solutions
Arizona
$642K -$64.8K -264 -9%
CWM
3609
Cahaba Wealth Management
Georgia
$641K -$3.93K -16 -0.6%
GB
3610
Goepper Burkhardt
South Carolina
$641K +$79K +322 +14%
WGCA
3611
Wolf Group Capital Advisors
Virginia
$640K +$640K +2,609 New
MS
3612
Madden Securities
Texas
$640K -$16.9K -69 -3%
PFG
3613
Prospect Financial Group
Virginia
$639K -$15.2K -62 -2%
WFC
3614
Western Financial Corp
California
$639K +$65.5K +267 +11%
RIP
3615
Reliant Investment Partners
North Carolina
$637K +$97.1K +396 +18%
SWM
3616
Silverlake Wealth Management
Vermont
$637K +$10.1K +41 +2%
MAP
3617
Moody Aldrich Partners
Massachusetts
$636K +$57.2K +233 +10%
HBWM
3618
Hollow Brook Wealth Management
New York
$635K +$73.6K +300 +13%
LBC
3619
Leigh Baldwin & Co
New York
$634K -$71.9K -293 -10%
HFS
3620
Heritage Financial Services
Massachusetts
$633K -$20.1K -82 -3%
PDM
3621
Penn Davis McFarland
Texas
$633K – – –
IIA
3622
ICW Investment Advisors
Arizona
$632K +$491 +2 +0.1%
BRA
3623
Bender Robert & Associates
California
$631K -$44.2K -180 -7%
MAM
3624
Morse Asset Management
Connecticut
$630K +$103K +420 +20%
AIA
3625
Accelerate Investment Advisors
California
$630K +$131K +533 +26%
143 144
145
146 147