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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 %
RPGNY
3876
Retirement Planning Group (New York)
New York
$473K +$208K +847 +78%
OPWM
3877
Oxinas Partners Wealth Management
Indiana
$473K +$128K +520 +37%
RHJA
3878
Rice Hall James & Associates
California
$472K +$10.8K +44 +2%
LAM
3879
Lewis Asset Management
California
$471K -$6.62K -27 -1%
RAG
3880
RIA Advisory Group
Iowa
$471K +$21.8K +89 +5%
BDL
3881
Banque de Luxembourg
Luxembourg
$470K – – –
AC
3882
AWM Capital
Arizona
$469K +$151K +616 +47%
KFA
3883
Krane Funds Advisors
New York
$469K +$104K +424 +28%
VBFG
3884
Vishria Bird Financial Group
Tennessee
$467K – – –
FF
3885
Friday Financial
Iowa
$466K +$247K +1,005 +113%
HKIMG
3886
Hutchens & Kramer Investment Management Group
Indiana
$466K -$1.47K -6 -0.3%
CL
3887
CVFG LLC
Indiana
$465K -$12K -49 -3%
DWAM
3888
Duncan Williams Asset Management
Tennessee
$463K – – –
FAN
3889
Financial Advisors Network
California
$463K -$14.5K -59 -3%
EA
3890
Echo45 Advisors
California
$463K -$22.8K -93 -5%
LWM
3891
LeConte Wealth Management
Tennessee
$462K +$462K +1,883 New
SP
3892
Symmetry Partners
Connecticut
$461K -$1.72K -7 -0.4%
HWM
3893
HFR Wealth Management
New York
$461K – – –
RA
3894
Riverstone Advisors
Texas
$461K -$2.7K -11 -0.6%
RFP
3895
Roth Financial Partners
Texas
$460K – – –
SHJ
3896
Sharkey, Howes & Javer
Colorado
$460K -$42.9K -175 -9%
PFS
3897
Prospect Financial Services
New York
$459K +$736 +3 +0.2%
ADIM
3898
Alpha DNA Investment Management
Maryland
$459K -$4.65M -18,976 -91%
APW
3899
Axim Planning & Wealth
Ohio
$459K -$18.6K -76 -4%
GWA
3900
Gratus Wealth Advisors
Virginia
$458K -$6.13K -25 -1%
154 155
156
157 158