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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 %
GSC
4351
Ground Swell Capital
South Carolina
$237K +$237K +965 New
NLWP
4352
Next Level Wealth Planning
Idaho
$236K -$9.82K -40 -4%
RH
4353
RFG Holdings
Texas
$236K +$20.4K +83 +9%
LIA
4354
LifePlan Investment Advisors
North Carolina
$235K – – –
CMMS
4355
Comprehensive Money Management Services
Florida
$235K +$2.94K +12 +1%
BDPWM
4356
Barnes Dennig Private Wealth Management
Ohio
$235K +$235K +959 New
EIP
4357
Ellis Investment Partners
Pennsylvania
$235K +$235K +958 New
PP
4358
PFS Partners
New Jersey
$234K +$245 +1 +0.1%
WI
4359
Westbourne Investments
Virginia
$234K -$36.8K -150 -14%
AWP
4360
Astra Wealth Partners
New Jersey
$234K +$5.15K +21 +2%
CIC
4361
Chase Investment Counsel
Virginia
$234K -$12K -49 -5%
CCM
4362
Check Capital Management
California
$233K +$2.7K +11 +1%
AC
4363
Avant Capital
Louisiana
$233K +$1.23K +5 +0.5%
CI
4364
Carroll Investors
South Carolina
$233K – – –
NFW
4365
Noble Family Wealth
Florida
$233K – – –
TCFP
4366
Treasure Coast Financial Planning
Florida
$233K – – –
TCCM
4367
Timber Creek Capital Management
Massachusetts
$233K – – –
MWM
4368
Magnolia Wealth Management
Alabama
$233K – – –
IWB
4369
Innovative Wealth Building
Maryland
$231K +$21.3K +87 +10%
CB
4370
Chris Bulman
California
$230K +$16.7K +68 +8%
FS
4371
Ferguson Shapiro
Georgia
$230K -$13K -53 -5%
BBW
4372
Blue Barn Wealth
Utah
$230K -$3.19K -13 -1%
CWM
4373
CMH Wealth Management
New Hampshire
$229K -$9.81K -40 -4%
CCA
4374
Conservest Capital Advisors
Pennsylvania
$229K +$229K +933 New
SSCM
4375
Spectrum Strategic Capital Management
Oregon
$229K -$245 -1 -0.1%
173 174
175
176 177