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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 %
WCM
4126
Wealthcare Capital Management
Virginia
$332K +$61.8K +252 +23%
DFP
4127
Defined Financial Planning
California
$332K +$40.4K +166 +14%
GFG
4128
Grantvest Financial Group
New Jersey
$332K -$62.1K -253 -16%
KWA
4129
Kondo Wealth Advisors
California
$331K +$7.85K +32 +2%
JRFS
4130
James Reed Financial Services
Ohio
$331K – – –
PP
4131
PrairieView Partners
Minnesota
$331K +$12.3K +50 +4%
YWM
4132
Yoder Wealth Management
California
$330K -$22.3K -91 -6%
HIM
4133
Harbour Investment Management
Washington
$330K – – –
WA
4134
Whipplewood Advisors
Colorado
$330K +$283K +8,194 +609%
GA
4135
Greenspring Advisors
Maryland
$329K -$28.7K -117 -8%
PFP
4136
Paragon Financial Partners
California
$329K -$34.3K -140 -9%
MPM
4137
MBB Public Markets
Illinois
$329K -$5.35M -21,790 -94%
NQWM
4138
Northwest Quadrant Wealth Management
Oregon
$328K +$981 +4 +0.3%
SWA
4139
Strata Wealth Advisors
Texas
$328K +$2.45K +10 +0.8%
JPLA
4140
Joseph P. Lucia & Associates
New York
$328K – – –
UFA
4141
US Financial Advisors
Massachusetts
$327K +$327K +1,335 New
WWM
4142
Wiser Wealth Management
Georgia
$327K +$14K +57 +4%
IW
4143
Instrumental Wealth
Florida
$327K -$8.04K -33 -2%
TWM
4144
Tumwater Wealth Management
Idaho
$326K – – –
PPWM
4145
Perissos Private Wealth Management
Oklahoma
$324K – – –
WPWM
4146
Western Pacific Wealth Management
Illinois
$323K – – –
SHIM
4147
Stone House Investment Management
Pennsylvania
$322K +$81K +330 +34%
DP
4148
Denver PWM
Colorado
$322K +$169K +688 +110%
CCM
4149
Cutler Capital Management
Massachusetts
$321K +$29.9K +122 +10%
LAM
4150
Lountzis Asset Management
Pennsylvania
$320K -$14.4K -59 -4%
164 165
166
167 168