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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 %
WW
3701
Westshore Wealth
California
$575K -$18.4K -75 -3%
PS
3702
Planned Solutions
California
$575K – – –
IPW
3703
Intergy Private Wealth
Colorado
$574K -$227K -926 -28%
FA
3704
Fedenia Advisers
Wisconsin
$573K +$102K +416 +22%
RIA
3705
Richwood Investment Advisors
Ohio
$573K +$30.2K +123 +6%
NWA
3706
New World Advisors
Massachusetts
$572K +$51.5K +210 +10%
RBC
3707
Roble Belko & Company
Pennsylvania
$572K +$11.3K +46 +2%
MM
3708
MQS Management
New York
$572K +$572K +2,331 New
PWM
3709
Palacios Wealth Management
Florida
$572K -$491 -2 -0.1%
CCC
3710
Compass Capital Corp
Massachusetts
$571K -$98.6K -434 -15%
FPW
3711
Flywheel Private Wealth
California
$571K -$24.5K -100 -4%
SIS
3712
Strategic Investment Solutions
Illinois
$569K +$78.2K +319 +16%
LAMNM
3713
Longview Asset Management (New Mexico)
New Mexico
$568K +$3.43K +14 +0.6%
TS
3714
Tamar Securities
California
$568K -$1.72K -7 -0.3%
EMCIP
3715
Ewing Morris & Co Investment Partners
Ontario, Canada
$567K -$70.6K -200 -11%
WI
3716
Wedgewood Investors
Pennsylvania
$566K -$19.4K -79 -3%
LSA
3717
Lansing Street Advisors
Pennsylvania
$563K +$3.44K +14 +0.6%
4A
3718
4Wealth Advisors
Illinois
$563K -$53.7K -219 -9%
SFC
3719
Sprinkle Financial Consultants
Colorado
$563K +$49.3K +201 +10%
RS
3720
Rakuten Securities
Japan
$562K +$159K +647 +39%
Blackstone Inc
3721
Blackstone Inc
New York
$561K +$561K +2,289 New
RWM
3722
Reston Wealth Management
Virginia
$561K -$35.8K -146 -6%
SWM
3723
Selective Wealth Management
Virginia
$559K +$4.02K +17 +0.7%
SA
3724
Strategic Advocates
Utah
$559K -$86.6K -353 -13%
DHC
3725
Drum Hill Capital
Connecticut
$558K +$3.43K +14 +0.6%
147 148
149
150 151