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 %
IA
3976
IMZ Advisory
Florida
$415K -$22.1K -90 -5%
AFO
3977
Allie Family Office
Florida
$415K -$944K -3,850 -69%
MSF
3978
Mustard Seed Financial
Arkansas
$414K – – –
IFO
3979
Independent Family Office
New York
$412K – – –
LD
3980
Lipe & Dalton
New York
$409K -$33.2K -135 -8%
APWM
3981
Argonautica Private Wealth Management
Massachusetts
$407K -$23.5K -96 -5%
RAM
3982
Riggs Asset Management
Pennsylvania
$407K -$13.7K -56 -3%
DW
3983
Dodds Wealth
Colorado
$407K – – –
EFG
3984
Elm3 Financial Group
Georgia
$406K -$4.91K -20 -1%
RRCM
3985
Rappaport Reiches Capital Management
Illinois
$406K +$144K +587 +55%
GCA
3986
Genesee Capital Advisors
New York
$404K +$1.47K +6 +0.4%
MGAM
3987
McGowan Group Asset Management
Texas
$404K +$4.41K +18 +1%
TLA
3988
Tanglewood Legacy Advisors
Texas
$403K -$3.19K -13 -0.8%
AIFAIM
3989
American Institute for Advanced Investment Management
Arizona
$402K +$73.6K +300 +22%
KWA
3990
Kellett Wealth Advisors
Ohio
$401K +$37.3K +152 +10%
TLFA
3991
True Link Financial Advisors
California
$401K +$94.7K +386 +31%
CWA
3992
CogentBlue Wealth Advisors
Tennessee
$401K +$146K +594 +57%
PWM
3993
Pinnacle Wealth Management
California
$400K -$2.05M -8,359 -84%
AWC
3994
Adamsbrown Wealth Consultants
Kansas
$399K +$48.6K +198 +14%
MQWP
3995
Morey & Quinn Wealth Partners
Nebraska
$399K +$33.9K +138 +9%
SWIA
3996
Solano Wealth Investment Advisors
California
$399K -$245 -1 -0.1%
FAM
3997
Flaharty Asset Management
Florida
$399K -$24.5K -100 -6%
PBF
3998
Petix & Botte Financial
California
$396K – – –
PWA
3999
Physician Wealth Advisors
Utah
$394K -$1.47K -6 -0.4%
PCA
4000
Private Capital Advisors
Connecticut
$392K – – –
158 159
160
161 162