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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 %
TWP
3826
Tower Wealth Partners
Pennsylvania
$499K -$11.3K -46 -2%
JCM
3827
J2 Capital Management
Michigan
$498K -$284K -1,158 -36%
BMCM
3828
Burns Matteson Capital Management
New York
$498K +$7.36K +30 +2%
BWCS
3829
Beirne Wealth Consulting Services
Connecticut
$497K – – –
CP
3830
Capital Planning
Washington
$497K -$81.2K -331 -14%
SCA
3831
Sage Capital Advisors
South Dakota
$497K +$21.1K +86 +4%
AWM
3832
Alterna Wealth Management
Texas
$496K -$28.7K -117 -5%
NRD
3833
Nebula Research & Development
New York
$496K +$496K +2,020 New
SSC
3834
Syverson Strege & Co
Iowa
$494K +$14.5K +59 +3%
EWA
3835
Encompass Wealth Advisors
Oregon
$494K +$491 +2 +0.1%
WWG
3836
West Wealth Group
California
$494K +$38.5K +158 +8%
CFS
3837
CGC Financial Services
Oregon
$493K -$98.1K -400 -17%
CL
3838
COWA LLC
Oklahoma
$493K -$111K -453 -18%
IWP
3839
Insight Wealth Partners
Texas
$492K -$23.8K -97 -5%
KC
3840
Kinloch Capital
Virginia
$492K +$13.5K +55 +3%
B
3841
Bensler
Washington
$491K -$25.3K -103 -5%
FWMM
3842
Foundation Wealth Management (Missouri)
Missouri
$491K – – –
SCM
3843
Shapiro Capital Management
Georgia
$491K – – –
GC
3844
Gruss & Co
Florida
$491K +$245K +1,000 +100%
CI
3845
Corient IA
Florida
$491K +$491K +2,000 New
SHWM
3846
Smith & Howard Wealth Management
Georgia
$490K – – –
CFGSD
3847
Compass Financial Group (South Dakota)
South Dakota
$489K +$29.2K +119 +6%
KFS
3848
Kurt F. Somerville
$489K – – –
PFG
3849
Putney Financial Group
California
$489K – – –
CCIA
3850
Cherry Creek Investment Advisors
Colorado
$488K +$2.45K +10 +0.5%
152 153
154
155 156