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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 %
CCM
3926
Chickasaw Capital Management
Tennessee
$444K -$3.68K -15 -0.8%
OAJ
3927
Ogorek Anthony Joseph
New York
$443K +$137K +560 +45%
CAG
3928
Curtis Advisory Group
California
$442K – – –
WWM
3929
WT Wealth Management
Arizona
$440K -$1.23K -5 -0.3%
TCM
3930
Triumph Capital Management
Colorado
$440K +$10.3K +42 +2%
CPC
3931
CFC Planning Company
Indiana
$439K – – –
MWM
3932
Momentous Wealth Management
Washington
$438K +$145K +591 +50%
BA
3933
BIP Alliance
Georgia
$437K -$1.47K -6 -0.3%
SFS
3934
Sharp Financial Services
Pennsylvania
$437K +$61.8K +252 +16%
AFA
3935
American Financial Advisors
Georgia
$437K -$12.8K -52 -3%
IPWA
3936
International Private Wealth Advisors
California
$437K +$56.7K +231 +15%
IPW
3937
IronBridge Private Wealth
Texas
$435K -$4.91K -20 -1%
FCMA
3938
Foresight Capital Management Advisors
Michigan
$435K +$435K +1,773 New
PWA
3939
Peterson Wealth Advisors
Utah
$435K +$29.2K +136 +7%
CWA
3940
Core Wealth Advisors
Florida
$435K +$5.64K +23 +1%
LODC
3941
Lanham O'Dell & Company
West Virginia
$435K – – –
WFS
3942
Walker Financial Services
Kentucky
$434K -$8.34K -34 -2%
IWP
3943
Innova Wealth Partners
Pennsylvania
$433K +$981 +4 +0.2%
LWA
3944
Ledgewood Wealth Advisors
New Hampshire
$432K – – –
PW
3945
Potentia Wealth
California
$431K – – –
SWMG
3946
Sanchez Wealth Management Group
Florida
$430K +$245 +1 +0.1%
WPA
3947
Wealth Preservation Advisors
Tennessee
$430K +$430K +1,752 New
PWM
3948
Power Wealth Management
Georgia
$428K -$91.7K -374 -18%
EFN
3949
Equita Financial Network
Pennsylvania
$428K +$144K +587 +51%
HFRG
3950
Houlihan Financial Resource Group
Virginia
$428K -$24.3K -99 -5%
156 157
158
159 160