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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 %
JWM
4026
Jupiter Wealth Management
Colorado
$379K +$103K +387 +37%
CFS
4027
Cannon Financial Strategists
Georgia
$378K – – –
MCM
4028
MontVue Capital Management
Virginia
$378K – – –
AWA
4029
AmeriServ Wealth Advisors
Pennsylvania
$378K -$127K -519 -25%
NCFG
4030
New Century Financial Group
New Jersey
$378K -$1.17M -4,751 -76%
VIM
4031
VELA Investment Management
Ohio
$377K – – –
LFS
4032
Lutz Financial Services
Nebraska
$375K -$10.5K -43 -3%
ACA
4033
Ascension Capital Advisors
Texas
$373K – – –
YCG
4034
Yeomans Consulting Group
Georgia
$372K +$12.8K +52 +4%
BFS
4035
Baskin Financial Services
Ontario, Canada
$372K -$33.3K -136 -8%
ACM
4036
Avalon Capital Management
California
$372K – – –
HGA
4037
Hobbs Group Advisors
South Carolina
$371K -$1.47K -6 -0.4%
IFA
4038
Index Fund Advisors
California
$371K -$336K -1,368 -48%
B
4039
Barings
North Carolina
$371K -$78K -318 -17%
SFMG
4040
Sage Financial Management Group
Virginia
$370K – – –
MWA
4041
Muirfield Wealth Advisors
North Carolina
$370K +$3.43K +14 +0.9%
CWM
4042
ClientFirst Wealth Management
Arkansas
$369K – – –
RCI
4043
RS Crum Inc
California
$369K -$736 -3 -0.2%
MGIA
4044
Matthew Goff Investment Advisor
Texas
$369K -$33.6K -137 -8%
HC
4045
Hendley & Co
Ohio
$368K +$368K +1,500 New
MGWA
4046
Monument Group Wealth Advisors
Massachusetts
$368K – – –
CC
4047
Colrain Capital
Massachusetts
$368K – – –
HP
4048
Highlander Partners
Texas
$368K – – –
BWM
4049
Boyd Wealth Management
California
$367K – – –
MAM
4050
Mainsail Asset Management
Alabama
$367K +$25.5K +104 +7%
160 161
162
163 164