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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 %
PIWA
4176
Prevail Innovative Wealth Advisors
Kansas
$311K +$53K +216 +21%
RCM
4177
Richardson Capital Management
Wisconsin
$311K +$263K +1,074 +559%
IHWM
4178
Iron Horse Wealth Management
Iowa
$310K +$24.8K +101 +9%
RL
4179
Retireful LLC
Michigan
$310K -$23.1K -95 -7%
GWSA
4180
Global Wealth Strategies & Associates
Colorado
$310K +$31.2K +127 +11%
B
4181
Bellecapital
Switzerland
$310K +$34.3K +140 +12%
PPH
4182
Pure Portfolios Holdings
Oregon
$309K +$74.8K +305 +32%
VAM
4183
Verity Asset Management
North Carolina
$308K -$6.13K -25 -2%
MLFP
4184
MPS Loria Financial Planners
Illinois
$308K +$491 +2 +0.2%
SBCM
4185
Silverberg Bernstein Capital Management
New York
$308K – – –
W
4186
WPWealth
Texas
$307K -$182K -741 -37%
CWM
4187
CarsonAllaria Wealth Management
Illinois
$307K -$8.1K -33 -3%
EP
4188
Essential Planning
New Hampshire
$306K -$20.5M -83,642 -99%
FWM
4189
FMB Wealth Management
California
$305K +$1.23K +5 +0.4%
2L
4190
25 LLC
Missouri
$305K +$36.8K +150 +14%
CA
4191
Crane Advisory
California
$305K – – –
PIA
4192
Panoramic Investment Advisors
Colorado
$305K -$245 -1 -0.1%
FA
4193
Fortis Advisors
Pennsylvania
$304K +$38.5K +157 +15%
FCM
4194
Family Capital Management
Michigan
$303K +$303K +1,237 New
CMP
4195
Coston McIsaac & Partners
Maine
$303K – – –
EC
4196
EntryPoint Capital
New York
$301K +$301K +1,228 New
UWM
4197
USAdvisors Wealth Management
Minnesota
$301K -$18.2K -74 -6%
TIA
4198
Tandem Investment Advisors
South Carolina
$300K -$298K -1,212 -50%
WMN
4199
Wealth Management Nebraska
Nebraska
$300K +$83.9K +342 +39%
GWA
4200
Geometric Wealth Advisors
District of Columbia
$300K +$4.66K +19 +2%
166 167
168
169 170