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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 %
CFP
4276
Curran Financial Partners
South Carolina
$266K +$266K +1,084 New
SCM
4277
Sebold Capital Management
Illinois
$266K -$50.3K -205 -16%
MFA
4278
McClarren Financial Advisors
Pennsylvania
$266K +$15.9K +69 +6%
BA
4279
Bellwether Advisors
Nebraska
$266K -$9.81K -40 -4%
TWP
4280
TFO Wealth Partners
Ohio
$265K +$265K +1,080 New
FIC
4281
Family Investment Center
Missouri
$265K -$296K -1,208 -53%
VW
4282
Veridan Wealth
Oregon
$264K +$3.19K +13 +1%
TCM
4283
Tradewinds Capital Management
Washington
$264K – – –
KLI
4284
Kelman-Lazarov Inc
Tennessee
$264K +$14K +57 +6%
CWMGP
4285
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$264K +$736 +3 +0.3%
CC
4286
Capstone Capital
Nevada
$263K -$30.7K -125 -10%
AIP
4287
Arrowpoint Investment Partners
Singapore
$263K +$263K +1,073 New
NOI
4288
Newton One Investments
Delaware
$262K +$1.23K +5 +0.5%
EP
4289
EPIQ Partners
Minnesota
$262K – – –
OCFG
4290
O'Connor Financial Group
Illinois
$262K +$1.23K +5 +0.5%
RIM
4291
Reliant Investment Management
Tennessee
$262K +$38.5K +157 +17%
AWM
4292
AAF Wealth Management
Massachusetts
$262K -$9.08K -37 -3%
BBNB
4293
Baker Boyer National Bank
Washington
$261K -$3.19K -13 -1%
TPCM
4294
Templeton & Phillips Capital Management
Tennessee
$261K – – –
NERM
4295
New England Research & Management
Illinois
$261K – – –
PA
4296
Parkside Advisors
California
$261K – – –
4WM
4297
4J Wealth Management
Virginia
$261K +$33.1K +135 +15%
LPP
4298
Life Planning Partners
Florida
$261K – – –
AFS
4299
AFG Fiduciary Services
Massachusetts
$260K -$4.69K -20 -2%
LL
4300
LPWM LLC
Minnesota
$260K -$12.3K -50 -5%
170 171
172
173 174