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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 %
TFP
3851
Triune Financial Partners
Kansas
$487K +$71.9K +293 +17%
OA
3852
Oxbow Advisors
Texas
$485K -$6.62K -27 -1%
CWM
3853
Consultiva Wealth Management
Puerto Rico
$484K +$294K +1,200 +155%
SWIM
3854
Smallwood Wealth Investment Management
New Jersey
$483K – – –
LAM
3855
Lakewood Asset Management
Illinois
$482K -$283K -1,152 -37%
NI
3856
NDVR Inc
Massachusetts
$482K -$28.7K -117 -6%
JAA
3857
Joel Adams & Associates
North Carolina
$482K – – –
RP
3858
Riverwater Partners
Wisconsin
$482K +$70.6K +288 +17%
GCP
3859
Gill Capital Partners
Colorado
$481K – – –
ACM
3860
Ascent Capital Management
Oregon
$481K +$2.94K +12 +0.6%
KNFPWM
3861
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$481K +$243 +1 +0.1%
KA
3862
Kearns & Associates
California
$481K – – –
WLIM
3863
White Lighthouse Investment Management
Massachusetts
$481K +$33.8K +138 +8%
NWMP
3864
Noble Wealth Management PBC
Colorado
$481K -$1.23K -5 -0.3%
CYG
3865
Clean Yield Group
Vermont
$479K – – –
EF
3866
Exeter Financial
Arizona
$478K -$12.3K -50 -3%
WAN
3867
Wealth Advisors Northwest
Oregon
$478K -$18.9K -77 -4%
HFW
3868
Horizon Family Wealth
Illinois
$477K -$8.1K -33 -2%
BHWM
3869
Beaird Harris Wealth Management
Texas
$477K -$26.7K -109 -5%
BMM
3870
Berkshire Money Management
Massachusetts
$476K -$6.13K -25 -1%
NA
3871
Nottingham Advisors
New York
$476K -$281K -1,144 -37%
R
3872
Rebalance
California
$476K +$101K +413 +27%
PCM
3873
Pennsylvania Capital Management
Pennsylvania
$474K -$1.23K -5 -0.3%
LI
3874
LifeWealth Investments
Florida
$474K +$51.3K +209 +12%
CCA
3875
Cadent Capital Advisors
Oklahoma
$474K +$1.23K +5 +0.3%
153 154
155
156 157