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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 %
AC
4226
AIFG Consultants
New York
$288K – – –
CPA
4227
Clear Point Advisors
New York
$287K -$13K -53 -4%
SWP
4228
ShoreHaven Wealth Partners
New Jersey
$287K +$17.9K +73 +7%
MSWA
4229
Marshall & Sterling Wealth Advisors
New York
$287K +$35.8K +146 +14%
PWA
4230
Prairie Wealth Advisors
Nebraska
$286K +$245 +1 +0.1%
AAS
4231
Asset Allocation Strategies
Michigan
$286K -$13.7K -56 -5%
SWP
4232
Significant Wealth Partners
Illinois
$286K +$491 +2 +0.2%
SAM
4233
Satovsky Asset Management
New York
$286K +$2.49K +10 +0.9%
GFP
4234
Guardian Financial Partners
California
$285K -$9.32K -38 -3%
ZRP
4235
Zynergy Retirement Planning
New Jersey
$285K – – –
STCOSD
4236
Sageworth Trust Company of South Dakota
South Dakota
$285K +$285K +1,160 New
HC
4237
Hoese & Co
Minnesota
$285K – – –
SPA
4238
Sherbrooke Park Advisers
New York
$282K +$282K +1,151 New
PCMK
4239
Paragon Capital Management (Kansas)
Kansas
$282K -$79.5K -324 -22%
FW
4240
Fidato Wealth
Ohio
$282K – – –
WFA
4241
Websterrogers Financial Advisors
South Carolina
$282K – – –
OWM
4242
Opes Wealth Management
California
$280K +$20.6K +84 +8%
HI
4243
Human Investing
Oregon
$279K +$22.3K +91 +9%
CIA
4244
Caerus Investment Advisors
Texas
$278K – – –
QP
4245
Quartz Partners
New York
$277K +$48.1K +196 +21%
JWM
4246
JDH Wealth Management
California
$277K – – –
AWM
4247
Act Wealth Management
Texas
$276K -$14.2K -58 -5%
VI
4248
VanderPol Investments
Michigan
$275K +$2.45K +10 +0.9%
HFF
4249
Halter Ferguson Financial
Indiana
$274K -$49.5K -202 -15%
OWM
4250
Orgel Wealth Management
Wisconsin
$274K -$5.4K -22 -2%
168 169
170
171 172