JPM icon

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 %
AAM
4251
Auxier Asset Management
Oregon
$274K – – –
SA
4252
Skyline Advisors
Washington
$273K -$73.4K -299 -21%
SCM
4253
Stonehearth Capital Management
Massachusetts
$273K – – –
PC
4254
Prairiewood Capital
North Dakota
$273K -$23.1K -94 -8%
WCM
4255
Warburton Capital Management
Oklahoma
$273K +$273K +1,115 New
JSA
4256
Jim Saulnier & Associates
Colorado
$273K +$490 +2 +0.2%
PWP
4257
Parkwoods Wealth Partners
New York
$272K – – –
SCB
4258
Saudi Central Bank
Saudi Arabia
$272K +$272K +1,108 New
STFP
4259
Signal Tree Financial Partners
Ohio
$271K +$19.6K +80 +8%
NA
4260
Nautilus Advisors
California
$271K -$4.91K -20 -2%
WF
4261
Warner Financial
Maryland
$271K +$271K +1,106 New
UOTTAIMCU
4262
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$271K +$32.6K +133 +14%
TFA
4263
TPG Financial Advisors
Oregon
$270K -$11.8K -48 -4%
ECAM
4264
East Coast Asset Management
Massachusetts
$270K +$10.8K +44 +4%
MCIA
4265
Mountain Capital Investment Advisors
Colorado
$269K -$7.34K -30 -3%
CMS
4266
Capital Market Strategies
Florida
$268K -$276K -1,127 -51%
ARG
4267
Advisory Resource Group
Oklahoma
$268K -$29.2K -119 -10%
MPW
4268
MA Private Wealth
California
$268K – – –
SFM
4269
Stack Financial Management
Montana
$268K +$22.8K +93 +9%
PWM
4270
Parkshore Wealth Management
California
$268K -$11.8K -48 -4%
MAA
4271
Mraz Amerine & Associates
California
$267K +$14.3K +59 +6%
DA
4272
Dash Acquisitions
California
$267K -$8.42K -32 -3%
LPFG
4273
Landing Point Financial Group
Ohio
$267K -$10.3K -42 -4%
NA
4274
Novus Advisors
South Carolina
$266K -$4.17K -17 -2%
AAM
4275
Austin Asset Management
Texas
$266K +$52.7K +215 +25%
169 170
171
172 173