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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 %
LSC
4301
Lesa Sroufe & Co
Washington
$260K +$260K +1,061 New
TFP
4302
Traction Financial Partners
Wyoming
$259K -$198K -809 -43%
HWP
4303
Hibernia Wealth Partners
Louisiana
$259K -$618K -2,518 -70%
CFM
4304
Comprehensive Financial Management
California
$258K – – –
ZAM
4305
Zevin Asset Management
Massachusetts
$258K -$114K -462 -31%
LKIM
4306
Lawson Kroeker Investment Management
Nebraska
$256K – – –
PFA
4307
Petra Financial Advisors
Colorado
$255K -$14.5K -59 -5%
LAMC
4308
Longview Asset Management (California)
California
$255K -$12.3K -50 -5%
BAS
4309
Brueske Advisory Services
Washington
$255K -$736 -3 -0.3%
IAA
4310
Ironsides Asset Advisors
North Carolina
$253K – – –
AC
4311
Annandale Capital
Texas
$252K -$12K -49 -5%
JWM
4312
Jackson Wealth Management
Florida
$252K +$10.6K +43 +4%
FP
4313
FFG Partners
Florida
$252K +$252K +1,026 New
AV
4314
Aspiring Ventures
Ohio
$251K -$39.7K -159 -14%
PSP
4315
Pacific Sage Partners
Washington
$250K -$5.4K -22 -2%
LAM
4316
Lifestyle Asset Management
Texas
$249K -$16.2K -66 -6%
DKCM
4317
Davidson Kahn Capital Management
California
$249K +$42.9K +175 +21%
KA
4318
Kure Advisory
Minnesota
$249K +$249K +1,015 New
MA
4319
MAS Advisors
Florida
$248K +$245 +1 +0.1%
FGG
4320
Financial Guidance Group
Florida
$248K +$28.7K +117 +13%
WFA
4321
Wade Financial Advisory
California
$248K -$8.34K -34 -3%
PS
4322
Pinney & Scofield
Massachusetts
$248K +$49.1K +200 +25%
SF
4323
SWP Financial
California
$247K -$12.8K -52 -5%
CWM
4324
Concentrum Wealth Management
California
$247K +$16.4K +67 +7%
VSQM
4325
V-Square Quantitative Management
Illinois
$247K +$7.85K +32 +3%
171 172
173
174 175