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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 %
OFP
3726
OLIO Financial Planning
Virginia
$558K – – –
MWM
3727
Mascoma Wealth Management
New Hampshire
$558K -$1.72K -7 -0.3%
BWM
3728
BCS Wealth Management
Tennessee
$557K -$219K -895 -28%
VPP
3729
Vertex Planning Partners
Illinois
$557K -$14K -57 -2%
SFC
3730
Strategic Financial Concepts
Texas
$554K +$15.1K +64 +3%
EPW
3731
Endeavor Private Wealth
Kansas
$554K +$486K +1,982 +718%
TCM
3732
Tuttle Capital Management
Connecticut
$554K +$64.3K +262 +13%
GC
3733
Guidance Capital
Kentucky
$553K -$122K -482 -18%
AFS
3734
Axiom Financial Strategies
Indiana
$551K +$11K +45 +2%
OA
3735
Oceanside Advisors
South Carolina
$551K +$18.4K +75 +3%
BAM
3736
Bosun Asset Management
Illinois
$550K +$59.1K +241 +12%
VEA
3737
Virtus ETF Advisers
New York
$549K -$703K -2,865 -56%
SM
3738
Sensible Money
Arizona
$549K +$4.66K +19 +0.9%
GFL
3739
Granite FO LLC
New Hampshire
$549K – – –
GCM
3740
Graham Capital Management
Connecticut
$549K +$549K +2,238 New
TPWA
3741
Twin Peaks Wealth Advisors
California
$548K -$1.87K -8 -0.3%
GF
3742
Gimbal Financial
Indiana
$548K +$2.7K +11 +0.5%
FEG
3743
Financial Enhancement Group
Indiana
$547K +$6.13K +26 +1%
BBWP
3744
Beacon Bridge Wealth Partners
Pennsylvania
$547K +$9.81K +40 +2%
AWP
3745
Axis Wealth Partners
Rhode Island
$547K +$736 +3 +0.1%
MAM
3746
Marotta Asset Management
Virginia
$544K +$57.8K +274 +12%
LFGO
3747
Legacy Financial Group (Oklahoma)
Oklahoma
$543K +$245 +1 +0%
SWMG
3748
Signature Wealth Management Group
Georgia
$543K -$21.1K -86 -4%
FWP
3749
Fiduciary Wealth Partners
Massachusetts
$542K +$542K +2,209 New
CFC
3750
Coyle Financial Counsel
Illinois
$541K +$7.36K +30 +1%
148 149
150
151 152