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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 %
GAMC
3801
Garner Asset Management Corp
Texas
$510K -$28.9K -118 -5%
WHCI
3802
W.H. Cornerstone Investments
Massachusetts
$510K +$1.47K +6 +0.3%
IDA
3803
Intelligence Driven Advisers
California
$509K -$201K -821 -28%
GAA
3804
Global Assets Advisory
Florida
$508K -$251K -1,084 -33%
RWM
3805
Ruedi Wealth Management
Illinois
$507K +$245 +1 +0%
DQRIM
3806
Dale Q Rice Investment Management
Washington
$507K -$1.96K -8 -0.4%
CPW
3807
Catalyst Private Wealth
California
$507K +$2.7K +11 +0.5%
CWA
3808
Centennial Wealth Advisory
Michigan
$506K +$38.8K +158 +8%
CSA
3809
Cornerstone Select Advisors
Missouri
$506K +$8.59K +35 +2%
RWA
3810
Rooted Wealth Advisors
Illinois
$506K +$6.52K +31 +1%
BIP
3811
Blue Investment Partners
California
$506K – – –
SFFS
3812
Stonehage Fleming Financial Services
Jersey
$506K – – –
KFS
3813
Kaizen Financial Strategies
California
$506K +$1.72K +7 +0.3%
JA
3814
JVL Associates
Michigan
$505K -$67.7K -276 -12%
RAS
3815
RPS Advisory Solutions
Kentucky
$505K -$7.11K -29 -1%
CM
3816
Columbus Macro
Pennsylvania
$504K -$23.1K -94 -4%
BWA
3817
Bestgate Wealth Advisors
Maryland
$503K – – –
KA
3818
Kercheville Advisors
Texas
$503K +$6.13K +25 +1%
DWP
3819
Destiny Wealth Partners
Florida
$502K -$3.68K -15 -0.7%
SSW
3820
Smith Shellnut Wilson
Mississippi
$502K +$8.83K +36 +2%
LGWM
3821
Litman Gregory Wealth Management
California
$502K – – –
IA
3822
Inspire Advisors
Idaho
$501K -$10.6K -43 -2%
TBWA
3823
Three Bridge Wealth Advisors
California
$500K – – –
RWMG
3824
Redwood Wealth Management Group
New Jersey
$500K +$14.2K +58 +3%
OAS
3825
Optivise Advisory Services
Tennessee
$500K -$6.62K -27 -1%
151 152
153
154 155