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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 %
RWRC
3651
R.W. Roge & Company
New York
$613K +$234K +955 +62%
FSA
3652
Financial Security Advisor
Virginia
$612K +$1.47K +6 +0.2%
AL
3653
Arnhold LLC
New York
$611K – – –
O3W
3654
Omni 360 Wealth
New Jersey
$611K +$32.1K +131 +6%
RFA
3655
Reyes Financial Architecture
California
$611K -$12K -49 -2%
WCM
3656
Wallace Capital Management
Texas
$609K -$2.94K -12 -0.5%
NWMG
3657
Nicholson Wealth Management Group
South Carolina
$607K – – –
EGWAG
3658
Elwood & Goetz Wealth Advisory Group
Georgia
$607K -$288K -1,176 -32%
TI
3659
Truepoint Inc
Ohio
$607K +$15.7K +64 +3%
C1AG
3660
Client 1st Advisory Group
Florida
$606K – – –
BAMG
3661
Brand Asset Management Group
Missouri
$606K -$14.7K -60 -2%
JCIA
3662
Jackson Creek Investment Advisors
Colorado
$606K +$10.1K +41 +2%
RWM
3663
Revisor Wealth Management
Ohio
$605K +$605K +2,467 New
CGH
3664
CMG Global Holdings
Texas
$605K -$406K -1,661 -40%
WAM
3665
Walker Asset Management
Missouri
$604K +$2.45K +10 +0.4%
SIMC
3666
Squire Investment Management Company
Utah
$602K +$58.1K +237 +11%
WPW
3667
Warther Private Wealth
Ohio
$602K -$35.3K -144 -6%
PCM
3668
Presidio Capital Management
California
$602K -$33.9K -138 -5%
CFS
3669
Coordinated Financial Services
Colorado
$601K -$129K -527 -18%
CWMGO
3670
Capstone Wealth Management Group (Oregon)
Oregon
$601K -$8.34K -34 -1%
FI
3671
Financial Insights
Washington
$601K -$37.5K -153 -6%
CCA
3672
Covey Capital Advisors
Georgia
$601K – – –
PWM
3673
Puff Wealth Management
New Jersey
$599K -$33.9K -138 -5%
CA
3674
Claris Advisors
Missouri
$599K – – –
LWM
3675
Lionshead Wealth Management
New York
$599K +$72.1K +294 +14%
145 146
147
148 149