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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 %
KWM
4326
Kiker Wealth Management
Georgia
$246K +$246K +1,003 New
RIS
4327
Richmond Investment Services
Wisconsin
$245K -$12K -49 -5%
FSWA
4328
Financial Synergies Wealth Advisors
Texas
$245K +$2.45K +10 +1%
BT
4329
Brandywine Trust
Delaware
$245K – – –
BAM
4330
BOCHK Asset Management
Hong Kong
$245K – – –
SWM
4331
StoneCrest Wealth Management
Arizona
$245K – – –
SCM
4332
Stonebridge Capital Management
California
$245K – – –
UI
4333
Unconventional Investor
New Hampshire
$244K – – –
MA
4334
McGrath & Associates
North Carolina
$244K +$19.9K +81 +9%
MIM
4335
Macroview Investment Management
Maryland
$244K +$31.6K +129 +15%
WAM
4336
WFA Asset Management
Wisconsin
$244K +$30.5K +152 +14%
FPW
4337
Flagship Private Wealth
Massachusetts
$243K +$981 +4 +0.4%
HFS
4338
Hoge Financial Services
Pennsylvania
$243K +$12.8K +52 +6%
SMF
4339
Sterling Manor Financial
New York
$243K -$80K -326 -25%
FSCM
4340
Front Street Capital Management
Montana
$242K -$145K -591 -38%
HWM
4341
HRC Wealth Management
Idaho
$242K +$6.87K +28 +3%
W
4342
WealthCollab
Washington
$242K +$2.94K +12 +1%
BCAM
4343
Boston Common Asset Management
Massachusetts
$241K – – –
SIM
4344
Sims Investment Management
Ohio
$241K +$241K +983 New
AA
4345
ACT Advisors
North Carolina
$241K -$10.8K -44 -4%
WWA
4346
Wealth Watch Advisors
Colorado
$240K -$95.6K -388 -28%
PA
4347
Planning Alternatives
Michigan
$239K – – –
SL
4348
SFM LLC
New Hampshire
$238K +$238K +972 New
FFW
4349
Fusion Family Wealth
New York
$238K +$245 +1 +0.1%
WCF
4350
West Coast Financial
California
$237K – – –
172 173
174
175 176