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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 %
SFG
4376
Synergy Financial Group
California
$228K -$3.19K -13 -1%
MW
4377
Members Wealth
Pennsylvania
$228K +$19.9K +81 +10%
BHWA
4378
Beacon Harbor Wealth Advisors
Virginia
$227K – – –
RPA
4379
Rock Point Advisors
Vermont
$227K – – –
SCA
4380
Sander Capital Advisors
Washington
$227K – – –
TF
4381
Theory Financial
Colorado
$227K – – –
AAS
4382
AdviceOne Advisory Services
Connecticut
$227K -$7.6K -31 -3%
PWA
4383
PCG Wealth Advisors
Kansas
$227K -$51.3K -209 -18%
MFG
4384
Midwest Financial Group
Kansas
$226K +$736 +3 +0.3%
RFG
4385
REAP Financial Group
Texas
$226K +$90.3K +368 +67%
TCTWM
4386
Three Cord True Wealth Management
Pennsylvania
$226K +$19.6K +80 +10%
LFP
4387
Leeward Financial Partners
Washington
$226K -$1.72K -7 -0.8%
BWG
4388
Beta Wealth Group
California
$226K +$245 +1 +0.1%
BFA
4389
Brown Financial Advisory
Alabama
$225K +$225K +918 New
UFF
4390
USA Financial Formulas
Michigan
$225K +$225K +918 New
DC
4391
Diametric Capital
Massachusetts
$225K -$586K -2,387 -72%
ACM
4392
Aurdan Capital Management
Pennsylvania
$224K -$58.9K -240 -21%
AAM
4393
Ameraudi Asset Management
New York
$224K – – –
DK
4394
David Kennon
Florida
$223K – – –
AC
4395
Attessa Capital
Arizona
$223K – – –
HCRE
4396
Hoya Capital Real Estate
Connecticut
$223K – – –
KRW
4397
Kaufman Rossin Wealth
Florida
$223K +$223K +909 New
VPWA
4398
Vestia Personal Wealth Advisors
Indiana
$223K -$62.3K -254 -22%
AFG
4399
Altiora Financial Group
Ohio
$223K – – –
HSWS
4400
Higgins & Schmidt Wealth Strategies
Colorado
$222K +$491 +2 +0.2%
174 175
176
177 178