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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 %
FFG
3626
Fortress Financial Group
Minnesota
$629K +$2.94K +12 +0.5%
SFPG
3627
Stonebridge Financial Planning Group
Florida
$628K +$245 +1 +0%
PI
3628
Parkside Investments
Illinois
$627K -$59.1K -241 -9%
CWA
3629
Centerline Wealth Advisors
Kentucky
$627K -$14K -57 -2%
API
3630
Asset Planning Inc
California
$627K +$1.23K +5 +0.2%
WCM
3631
Washburn Capital Management
Florida
$626K +$96.9K +395 +18%
CAM
3632
Clark Asset Management
New Hampshire
$623K +$191K +777 +44%
FA
3633
FDx Advisors
Illinois
$623K -$75.9K -309 -11%
DFG
3634
Dupree Financial Group
Kentucky
$623K – – –
AFIA
3635
America First Investment Advisors
Nebraska
$623K +$2.21K +9 +0.4%
OPPS
3636
Obsidian Personal Planning Solutions
Maryland
$621K – – –
PHWM
3637
Pine Harbor Wealth Management
Maryland
$621K -$7.36K -30 -1%
HC
3638
Hamilton Capital
Ohio
$619K +$7.36K +30 +1%
NFC
3639
Northstar Financial Companies
Pennsylvania
$618K -$142K -578 -19%
IAG
3640
Ipsen Advisor Group
Arkansas
$618K -$52.3K -213 -8%
SCI
3641
Silver Coast Investments
United States
$617K -$35.8K -146 -5%
RIM
3642
Rockbridge Investment Management
New York
$615K +$165K +671 +37%
MA
3643
MKT Advisors
California
$615K +$19.5K +91 +3%
TC
3644
Tacita Capital
Ontario, Canada
$615K – – –
SFG
3645
SNS Financial Group
Minnesota
$614K +$23.8K +97 +4%
CTC
3646
Corundum Trust Company
South Dakota
$614K +$11.8K +48 +2%
PGWM
3647
Pitti Group Wealth Management
New York
$614K -$9.57K -39 -2%
BI
3648
Bramshill Investments
Florida
$613K +$613K +2,500 New
HB
3649
Horizon Bancorp
Indiana
$613K -$64K -261 -9%
BI
3650
Beckerman Institutional
New Jersey
$613K -$20.3K -83 -3%
144 145
146
147 148