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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 %
CI
3901
CacheTech Inc
Utah
$458K – – –
AWM
3902
Adams Wealth Management
Utah
$458K – – –
WP
3903
Wealthspan Partners
Iowa
$458K -$736 -3 -0.2%
FDW
3904
Fourth Dimension Wealth
Ohio
$457K -$24.5K -100 -5%
DFA
3905
DHJJ Financial Advisors
Illinois
$457K -$11.8K -48 -3%
FWMP
3906
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$457K +$55.2K +225 +14%
AM
3907
Atwater Malick
Pennsylvania
$457K – – –
AL
3908
ADE LLC
Maryland
$456K -$2.45K -10 -0.5%
DWM
3909
Denver Wealth Management
Colorado
$456K +$1.23K +5 +0.3%
SA
3910
Scarborough Advisors
Maryland
$455K +$133K +544 +41%
KCAM
3911
Kagan Cocozza Asset Management
New Jersey
$455K -$52K -212 -10%
WWA
3912
Wisconsin Wealth Advisors
Wisconsin
$454K +$9.08K +37 +2%
LWM
3913
Laidlaw Wealth Management
New York
$453K -$257K -1,047 -36%
CFP
3914
Comprehensive Financial Planning
Pennsylvania
$452K +$238K +971 +111%
PCP
3915
Panoramic Capital Partners
Oregon
$452K -$122K -562 -21%
PSFG
3916
Park Square Financial Group
Georgia
$452K -$44.4K -181 -9%
CWM
3917
CCG Wealth Management
California
$451K +$76.5K +312 +20%
SC
3918
Schiavi & Co
Delaware
$450K – – –
SA
3919
Stewardship Advisors
Pennsylvania
$449K +$3.19K +13 +0.7%
IDBONY
3920
Israel Discount Bank of New York
New York
$447K -$174K -711 -28%
NWMG
3921
National Wealth Management Group
Ohio
$447K +$447K +1,824 New
ARMT
3922
Amica Retiree Medical Trust
Rhode Island
$447K -$107K -435 -19%
FWM
3923
Foguth Wealth Management
Michigan
$445K -$10.5K -43 -2%
LCC
3924
Lincoln Capital Corp
Rhode Island
$445K +$49.1K +200 +12%
CP
3925
Castleview Partners
Texas
$445K -$637K -2,597 -59%
155 156
157
158 159