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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 %
MMCM
3776
Murphy & Mullick Capital Management
New York
$528K +$32.9K +134 +7%
M
3777
MATAURO
New York
$527K +$70.4K +287 +15%
RSF
3778
Rik Saylor Financial
Ohio
$526K +$1.47K +6 +0.3%
SFP
3779
Sterling Financial Planning
New Jersey
$525K +$17.4K +71 +3%
CCP
3780
Clarkston Capital Partners
Michigan
$524K +$89.5K +365 +21%
WBCM
3781
Wilson & Boucher Capital Management
California
$524K -$50.3K -205 -9%
IQI
3782
Integrated Quantitative Investments
Washington
$522K – – –
FPCG
3783
Forum Private Client Group
Indiana
$521K -$2.45K -10 -0.5%
ICM
3784
Intrepid Capital Management
Florida
$521K +$196K +797 +60%
TWA
3785
Tandem Wealth Advisors
Arizona
$521K +$20.6K +84 +4%
HAM
3786
Hickory Asset Management
Ohio
$520K -$6.38K -26 -1%
TCM
3787
Tassel Capital Management
North Carolina
$519K -$165K -671 -24%
KFS
3788
Kelly Financial Services
Massachusetts
$518K +$41.5K +169 +9%
SRWM
3789
Shira Ridge Wealth Management
California
$518K +$16.9K +69 +3%
PCM
3790
Piedmont Capital Management
Montana
$518K -$1.95K -9 -0.4%
BCB
3791
Brian C. Broderick
$518K – – –
NC
3792
NovaPoint Capital
Georgia
$518K -$27.5K -112 -5%
CC
3793
Capital Counsel
New York
$517K +$135K +549 +35%
CFO
3794
Capitol Family Office
Oregon
$517K +$517K +2,108 New
SO
3795
Sierra Ocean
California
$517K +$57.2K +233 +12%
CCA
3796
Catalyst Capital Advisors
New York
$517K +$161K +655 +45%
CFG
3797
Compton Financial Group
Maryland
$515K – – –
AIM
3798
Arcadia Investment Management
Michigan
$514K – – –
VFP
3799
Verus Financial Partners
Virginia
$513K +$67.8K +291 +15%
BWS
3800
Broadway Wealth Solutions
Texas
$511K -$101K -412 -17%
150 151
152
153 154