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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 %
CA
4001
CWC Advisors
Oregon
$392K +$392K +1,599 New
WQ
4002
Wealth Quarterback
New Jersey
$391K -$7.61K -31 -2%
SGI
4003
Swan Global Investments
Colorado
$391K +$114K +465 +41%
NPI
4004
New Perspectives Inc
Mississippi
$391K – – –
EI
4005
EDMP Inc
Florida
$390K -$13.7K -56 -3%
AWAU
4006
Alliance Wealth Advisors (Utah)
Utah
$390K -$6.87K -28 -2%
FYW
4007
Future You Wealth
New York
$389K -$6.87K -28 -2%
SA
4008
Shilanski & Associates
Alaska
$388K -$2.21K -9 -0.6%
CWA
4009
Cura Wealth Advisors
Illinois
$388K +$124K +506 +47%
ELM
4010
Elite Life Management
Florida
$386K +$9.32K +38 +2%
SAM
4011
Seelaus Asset Management
New Jersey
$386K -$4.91K -20 -1%
PIN
4012
Prudent Investors Network
California
$386K – – –
GWM
4013
Gitterman Wealth Management
New Jersey
$385K +$2.7K +11 +0.7%
GWM
4014
GK Wealth Management
Nevada
$385K -$26K -106 -6%
IWN
4015
Independent Wealth Network
Iowa
$384K -$41.2K -168 -10%
FEM
4016
Fulcrum Equity Management
Texas
$384K -$3.19K -13 -0.8%
KCM
4017
Kendall Capital Management
Maryland
$383K – – –
RIP
4018
RAM Investment Partners
Washington
$383K +$23.1K +94 +6%
PD
4019
Planning Directions
Pennsylvania
$383K +$383K +1,560 New
FDS
4020
Freedom Day Solutions
Texas
$382K -$125K -510 -25%
BLAM
4021
Bourne Lent Asset Management
New York
$380K – – –
RCM
4022
Ridgepath Capital Management
Tennessee
$380K +$1.47K +6 +0.4%
SFG
4023
Sterling Financial Group
California
$379K -$27.5K -112 -7%
Betterment LLC
4024
Betterment LLC
New York
$379K -$70.2K -286 -16%
AA
4025
Acorns Advisers
California
$379K +$24.5K +100 +7%
159 160
161
162 163