JPM icon

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 %
PSA
3676
Plum Street Advisors
Louisiana
$597K – – –
GGI
3677
Godsey & Gibb Inc
Virginia
$597K -$33.4K -136 -5%
RCM
3678
Rockbridge Capital Management
Virginia
$595K – – –
JC
3679
Jacobs & Co
California
$594K – – –
FZCM
3680
Flynn Zito Capital Management
New York
$593K +$86.3K +352 +17%
IP
3681
Isthmus Partners
Wisconsin
$593K – – –
KAM
3682
Karani Asset Management
New York
$593K -$143K -584 -19%
SAM
3683
Sequent Asset Management
Texas
$593K +$245 +1 +0%
GPW
3684
Gentry Private Wealth
Kansas
$590K +$590K +2,407 New
BL
3685
Balentine LLC
Georgia
$590K – – –
FGWP
3686
Founders Grove Wealth Partners
Virginia
$589K – – –
BA
3687
Brightwater Advisory
Florida
$588K -$245 -1 -0%
CNWM
3688
Clay Northam Wealth Management
California
$588K – – –
CCP
3689
Cushing Capital Partners
Wisconsin
$588K +$61.1K +249 +12%
SAM
3690
Shikiar Asset Management
New York
$587K -$184K -750 -24%
TCOO
3691
Trust Company of Oklahoma
Oklahoma
$586K – – –
BGAI
3692
Bruce G. Allen Investments
Colorado
$584K -$118K -480 -17%
KC
3693
Knuff & Co
California
$581K +$13.2K +54 +2%
RAM
3694
Readystate Asset Management
Illinois
$580K +$580K +2,366 New
BWA
3695
BlueChip Wealth Advisors
Georgia
$580K +$33.9K +138 +6%
BWM
3696
Brown Wealth Management
Illinois
$579K +$13.5K +55 +2%
WA
3697
WESPAC Advisors
California
$579K -$1.06M -4,324 -65%
VAF
3698
Values Added Financial
District of Columbia
$578K +$120K +490 +26%
BWP
3699
Bernardo Wealth Planning
Pennsylvania
$577K +$18.9K +77 +3%
PCM
3700
Prospera Capital Management
Arizona
$575K +$575K +2,346 New
146 147
148
149 150