JPM icon

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 %
BIA
3951
Bell Investment Advisors
California
$427K +$8.83K +36 +2%
BAWM
3952
Bennett Associates Wealth Management
Pennsylvania
$426K -$30.4K -124 -7%
NRWA
3953
North Ridge Wealth Advisors
Oregon
$426K – – –
BF
3954
Brogan Financial
Tennessee
$426K +$97.4K +397 +30%
EAM
3955
Everstar Asset Management
North Carolina
$426K +$185K +753 +77%
HWMC
3956
Heritage Wealth Management (California)
California
$425K +$4.42K +18 +1%
ST
3957
Sageworth Trust
Pennsylvania
$425K +$1.47K +6 +0.3%
AFGAS
3958
Allegiance Financial Group Advisory Services
Virginia
$425K +$67K +273 +19%
PWMG
3959
Private Wealth Management Group
New Jersey
$425K +$25K +102 +6%
LFA
3960
Level Financial Advisors
New York
$424K – – –
AMG
3961
Asset Management Group
Connecticut
$424K +$1.96K +8 +0.5%
BI
3962
Binnacle Investments
Iowa
$424K +$424K +1,727 New
GA
3963
Gordian Advisors
Arizona
$424K – – –
WFS
3964
Widmann Financial Services
Maryland
$422K – – –
VBWMG
3965
Von Berge Wealth Management Group
California
$421K +$1.47K +6 +0.3%
BGA
3966
Battery Global Advisors
Massachusetts
$421K +$245 +1 +0.1%
TFA
3967
Toth Financial Advisory
Virginia
$421K – – –
GCWM
3968
Graham Capital Wealth Management
District of Columbia
$420K +$9.32K +38 +2%
KL
3969
KWMG LLC
Kansas
$420K +$4.17K +17 +1%
DC
3970
Defender Capital
North Carolina
$419K -$34.3K -140 -8%
NRW
3971
Nova R Wealth
Kansas
$418K +$61.1K +249 +17%
WAM
3972
Worth Asset Management
Texas
$418K -$15.9K -65 -4%
PWP
3973
Prasad Wealth Partners
Ohio
$418K +$48.8K +199 +13%
EWM
3974
Echo Wealth Management
Minnesota
$417K – – –
JGIA
3975
Jackson Grant Investment Advisers
Connecticut
$416K -$62.8K -256 -13%
157 158
159
160 161