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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 %
FCMC
4451
Founders Capital Management (Connecticut)
Connecticut
$200K +$200K +817 New
EI
4452
eCIO Inc
Wisconsin
$200K +$200K +814 New
FA
4453
Financial Avengers
California
$200K -$14.2K -58 -7%
XC
4454
XY Capital
Hong Kong
$197K +$67.7K +276 +52%
1NWS
4455
1 North Wealth Services
Maryland
$196K +$196K +800 New
PWA
4456
Principia Wealth Advisory
Texas
$195K +$1.64K +7 +0.8%
FLP
4457
Financial Life Planners
Arizona
$195K +$23.1K +94 +13%
VWM
4458
Vermillion Wealth Management
Minnesota
$194K +$490 +2 +0.3%
Q1WB
4459
Quest 10 Wealth Builders
Virginia
$192K -$104K -422 -35%
PC
4460
Promus Capital
Illinois
$188K +$245 +1 +0.1%
VWA
4461
Valued Wealth Advisors
Utah
$185K – – –
WA
4462
WPG Advisers
Maryland
$184K +$23.1K +94 +14%
SIM
4463
Synergy Investment Management
Florida
$182K +$7.85K +32 +5%
T
4464
Tidemark
California
$174K -$3.43K -14 -2%
NWM
4465
Navigoe Wealth Management
California
$174K -$22K -90 -11%
EPAM
4466
Evelyn Partners Asset Management
$174K +$174K +583 New
FNWM
4467
Financial Network Wealth Management
Utah
$173K +$173K +709 New
BFP
4468
Briaud Financial Planning
Texas
$172K – – –
NNPTE
4469
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$171K -$27.7M -112,978 -99%
SVWA
4470
Sarver Vrooman Wealth Advisors
Missouri
$166K +$166K +677 New
MCA
4471
Maryland Capital Advisors
Maryland
$166K – – –
TCM
4472
TD Capital Management
Tennessee
$165K -$27.2K -111 -14%
GWM
4473
Guardian Wealth Management
Illinois
$164K -$7.12K -29 -4%
VFIC
4474
Valley Forge Investment Consultants
Pennsylvania
$162K – – –
BCM
4475
Basso Capital Management
Connecticut
$160K +$12.3K +50 +8%
177 178
179
180 181