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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 %
FFP
4201
Freedom Financial Partners
Minnesota
$298K -$981 -4 -0.3%
MFGP
4202
Marshall Financial Group (Pennsylvania)
Pennsylvania
$298K – – –
SC
4203
Schubert & Co
Texas
$297K +$76K +310 +34%
FCC
4204
Flower City Capital
New York
$297K – – –
PRRFG
4205
Paul R. Ried Financial Group
Washington
$297K -$6.87K -28 -2%
KFG
4206
Kelly Financial Group
Connecticut
$295K +$4.17K +17 +1%
AP
4207
Aspect Partners
Virginia
$295K -$1.72K -7 -0.6%
WFP
4208
Wrenne Financial Planning
Kentucky
$294K -$9.08K -37 -3%
QCIG
4209
Quad-Cities Investment Group
Iowa
$293K -$4.66K -19 -2%
FWSM
4210
First Wilshire Securities Management
California
$293K -$2.45K -10 -0.8%
CWMA
4211
Capstone Wealth Management (Alabama)
Alabama
$292K – – –
TFG
4212
Tilson Financial Group
New Jersey
$292K -$23.8K -97 -8%
RRWA
4213
Rainey & Randall Wealth Advisors
Florida
$292K +$292K +1,190 New
HWA
4214
Hilltop Wealth Advisors
North Carolina
$291K +$32.6K +133 +13%
CSIA
4215
Conrad Siegel Investment Advisors
Pennsylvania
$291K +$13K +53 +5%
CWMS
4216
Cannon Wealth Management Services
North Carolina
$290K +$997 +4 +0.3%
OBWP
4217
O'Brien Wealth Partners
Massachusetts
$290K +$68.7K +280 +31%
HSWM
4218
Hubbell Strickland Wealth Management
Louisiana
$289K -$15K -61 -5%
LGW
4219
Leslie Global Wealth
Illinois
$289K +$6.62K +27 +2%
FAC
4220
Financial Advisory Corporation
Michigan
$288K +$245 +1 +0.1%
LSWP
4221
Liberty Square Wealth Partners
Pennsylvania
$288K – – –
IWP
4222
IAG Wealth Partners
Wisconsin
$288K – – –
AWM
4223
Arista Wealth Management
Nevada
$288K – – –
BA
4224
Ballew Advisors
Mississippi
$288K +$3.54K +15 +1%
DI
4225
Disciplined Investments
Oklahoma
$288K +$66K +269 +30%
167 168
169
170 171