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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 %
PFC
4426
Phocas Financial Corp
California
$209K +$209K +851 New
HAFS
4427
Hapanowicz & Associates Financial Services
Pennsylvania
$209K -$5.4K -22 -3%
MJP
4428
Michael J. Puzo
$209K – – –
ES
4429
ETF Store
Kansas
$208K -$24.8K -101 -11%
GCM
4430
Gallacher Capital Management
Colorado
$208K +$208K +849 New
MAMG
4431
Milestone Asset Management Group
Connecticut
$208K +$245 +1 +0.1%
CIM
4432
Confluence Investment Management
Missouri
$208K -$736 -3 -0.4%
RA
4433
Rodgers & Associates
Pennsylvania
$208K – – –
CCMT
4434
CMT Capital Markets Trading
Germany
$208K +$208K +849 New
EWA
4435
Elevate Wealth Advisory
Georgia
$207K +$207K +845 New
EWM
4436
Endowment Wealth Management
Wisconsin
$207K +$207K +843 New
PI
4437
Pachira Investments
California
$207K +$207K +852 New
RC
4438
Rahlfs Capital
Texas
$206K – – –
EIA
4439
Eastover Investment Advisors
North Carolina
$205K -$6.87K -28 -3%
BCWM
4440
Ball & Co Wealth Management
Tennessee
$204K +$977 +4 +0.5%
GK
4441
Graney & King
New York
$204K +$14.5K +59 +8%
SWA
4442
ShankerValleau Wealth Advisors
Illinois
$204K +$204K +831 New
FWM
4443
Fonville Wealth Management
Virginia
$204K +$204K +831 New
ACM
4444
Alamar Capital Management
California
$204K -$46.6K -190 -19%
BWA
4445
BCU Wealth Advisors
Illinois
$203K +$203K +829 New
BF
4446
Bonfire Financial
Colorado
$203K +$203K +828 New
CISOA
4447
Capital Investment Services of America
Wisconsin
$203K +$203K +827 New
HCC
4448
Hirtle Callaghan & Co
Pennsylvania
$203K -$38.3K -156 -16%
HC
4449
Headland Capital
South Carolina
$202K +$202K +822 New
CDWM
4450
Campbell Deegan Wealth Management
Virginia
$201K -$17.7K -72 -8%
176 177
178
179 180