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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 %
BIM
4101
Bullseye Investment Management
Ohio
$341K +$341K +1,388 New
NCMW
4102
Northern Capital Management (Washington)
Washington
$340K – – –
SA
4103
Sicart Associates
New York
$340K – – –
OPWM
4104
Oregon Pacific Wealth Management
Oregon
$339K +$29.7K +121 +10%
FFC
4105
Frederick Financial Consultants
Maryland
$338K +$63.5K +259 +23%
TW
4106
Towerpoint Wealth
California
$338K -$25K -102 -7%
VR
4107
Valued Retirements
Texas
$338K +$20.9K +85 +7%
AWM
4108
Avondale Wealth Management
Texas
$337K – – –
PFA
4109
Plotkin Financial Advisors
Maryland
$337K +$2.45K +10 +0.7%
CFO
4110
Custos Family Office
Texas
$337K +$57.4K +234 +21%
EW
4111
Entruity Wealth
California
$336K – – –
MA
4112
Mezzasalma Advisors
New Jersey
$336K +$22.8K +93 +7%
CA
4113
Cumberland Advisors
Florida
$335K +$4.17K +17 +1%
VPF
4114
Vantage Point Financial
Illinois
$335K +$72.4K +295 +28%
RLIM
4115
Red Lighthouse Investment Management
New York
$335K +$200 +1 +0.1%
CIAS
4116
CBIZ Investment Advisory Services
Ohio
$335K +$28.2K +115 +9%
ORI
4117
Oak Ridge Investments
Illinois
$335K – – –
IWM
4118
IMG Wealth Management
Florida
$334K +$2.21K +9 +0.7%
TCMP
4119
Thrive Capital Management (Pennsylvania)
Pennsylvania
$333K +$333K +1,360 New
EE
4120
EWG Elevate
California
$333K -$10.3K -42 -3%
ACP
4121
Arcus Capital Partners
Georgia
$333K -$52.2K -213 -14%
WI
4122
WBI Investments
New Jersey
$333K +$333K +1,358 New
BPWM
4123
Black Point Wealth Management
Florida
$333K -$183K -744 -35%
FWA
4124
FOCUS Wealth Advisors
Texas
$332K +$16.9K +69 +5%
HA
4125
Hanover Advisors
South Carolina
$332K +$36.1K +147 +12%
163 164
165
166 167