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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 %
SWM
4051
Seed Wealth Management
Illinois
$367K – – –
PRI
4052
Prepared Retirement Institute
Pennsylvania
$367K -$100K -409 -21%
KIA
4053
Kraematon Investment Advisors
Massachusetts
$365K -$736 -3 -0.2%
CFGA
4054
Cambridge Financial Group (Arizona)
Arizona
$364K – – –
APM
4055
Advanced Portfolio Management
New York
$363K +$363K +1,478 New
JCM
4056
Jag Capital Management
Missouri
$362K – – –
MAM
4057
Meeder Asset Management
Ohio
$361K +$186K +757 +106%
BWP
4058
BlueStem Wealth Partners
Minnesota
$360K +$7.6K +31 +2%
WWP
4059
Wise Wealth Partners
Arizona
$359K +$1.72K +7 +0.5%
EMC
4060
Everest Management Corp
California
$359K +$23.8K +97 +7%
RFN
4061
Redwood Financial Network
Ohio
$358K +$6.13K +25 +2%
FA
4062
Freestate Advisors
Kansas
$358K +$245 +1 +0.1%
CPA
4063
Cathy Pareto & Associates
Florida
$358K -$1.96K -8 -0.5%
UFA
4064
Uptown Financial Advisors
Texas
$358K – – –
DWS
4065
Dynamic Wealth Strategies
California
$358K +$2.7K +11 +0.8%
LF
4066
Lighthouse Financial
Florida
$357K +$1.96K +8 +0.6%
MPPW
4067
Mitchell & Pahl Private Wealth
Oklahoma
$356K – – –
AWP
4068
Avid Wealth Partners
Texas
$356K +$64.8K +264 +22%
DP
4069
DDD Partners
Washington
$356K +$8.59K +35 +2%
GC
4070
Gibson Capital
Pennsylvania
$355K +$20.6K +84 +6%
TFA
4071
Tobias Financial Advisors
Florida
$354K – – –
RK
4072
Rather & Kittrell
Tennessee
$354K +$7.85K +32 +2%
SCM
4073
Saxony Capital Management
Missouri
$353K +$62.3K +254 +21%
PWM
4074
Penobscot Wealth Management
Maine
$353K +$3.93K +16 +1%
W
4075
WorthPointe
California
$352K -$27.2K -111 -7%
161 162
163
164 165