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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 %
C
4076
Covestor
United Kingdom
$351K -$14.7K -60 -4%
Eagle Capital Management (New York)
4077
Eagle Capital Management (New York)
New York
$351K +$78.5K +320 +29%
HWM
4078
Hobbs Wealth Management
Indiana
$350K +$1.47K +6 +0.4%
NEPPG
4079
New England Professional Planning Group
Rhode Island
$350K -$25.5K -104 -7%
CFP
4080
Cypress Financial Planning
New Jersey
$350K +$1.47K +6 +0.4%
TWM
4081
Trevian Wealth Management
Massachusetts
$350K -$20.3K -83 -5%
HIS
4082
Horizon Investment Services
Indiana
$350K -$6.13K -25 -2%
HWMT
4083
Heritage Wealth Management (Texas)
Texas
$349K +$245 +1 +0.1%
CWA
4084
Clarus Wealth Advisors
Arizona
$348K +$117K +498 +50%
KAM
4085
Knightsbridge Asset Management
California
$347K +$347K +1,416 New
JHC
4086
J. Hagan Capital
Kentucky
$347K +$347K +1,449 New
CFSG
4087
Clark Financial Services Group
Missouri
$347K +$47.1K +192 +16%
VBFP
4088
Valtinson Bruner Financial Planning
Minnesota
$347K -$16.2K -66 -4%
LA
4089
Lakeside Advisors
Washington
$347K -$11K -45 -3%
PVAMC
4090
PPS&V Asset Management Consultants
Michigan
$346K +$5.15K +21 +2%
PFG
4091
Pinnacle Financial Group
Illinois
$346K +$3.44K +14 +1%
LC
4092
Lavaca Capital
Texas
$345K -$46.6K -190 -12%
BOSSRA
4093
B.O.S.S. Retirement Advisors
Utah
$345K -$3.43K -14 -1%
MPW
4094
MGO Private Wealth
California
$344K – – –
SIM
4095
Sterling Investment Management
Arizona
$343K – – –
CCM
4096
Chiron Capital Management
Florida
$343K – – –
CWA
4097
Cascade Wealth Advisors
Washington
$342K – – –
AL
4098
ACAS LLC
California
$342K +$25.9K +105 +8%
CCC
4099
Chelsea Counsel Company
California
$341K – – –
AWM
4100
Able Wealth Management
New Jersey
$341K +$491 +2 +0.1%
162 163
164
165 166