JPM icon

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 %
RCA
4476
Runnymede Capital Advisors
Ohio
$160K -$51.3K -209 -24%
EA
4477
Evolution Advisers
Virginia
$159K -$1.47K -6 -0.9%
DWM
4478
Darwin Wealth Management
Florida
$158K – – –
WAOTB
4479
Wealth Advisors of Tampa Bay
Florida
$157K +$157K +640 New
MFG
4480
Mendota Financial Group
Wisconsin
$157K -$26.5K -108 -14%
DF
4481
Dunhill Financial
United Kingdom
$153K -$27.2K -111 -15%
DF
4482
DecisionPoint Financial
Arizona
$150K – – –
CCMI
4483
Creative Capital Management Investments
California
$147K – – –
WCM
4484
WealthTrak Capital Management
Virginia
$146K +$6.62K +27 +5%
FNWA
4485
Financial Network Wealth Advisors
Utah
$145K +$71.4K +291 +97%
NMG
4486
New Millennium Group
Utah
$144K -$108K -439 -43%
BHWM
4487
Bay Harbor Wealth Management
Maryland
$143K +$36.3K +148 +34%
SFO
4488
Standard Family Office
South Dakota
$141K -$107K -435 -43%
SAM
4489
Sherman Asset Management
California
$140K -$1.47K -6 -1%
APW
4490
Acima Private Wealth
Virginia
$140K – – –
WFA
4491
West Financial Advisors
Iowa
$139K -$9.08K -37 -6%
HCM
4492
Horrell Capital Management
Arkansas
$134K – – –
DCM
4493
Davis Capital Management
Florida
$130K -$6.14K -25 -5%
CW
4494
Cooksen Wealth
Texas
$129K +$129K +643 New
CCM
4495
Cloud Capital Management
Washington
$127K +$127K +520 New
SCA
4496
Stuart Chaussee & Associates
California
$124K -$38K -155 -24%
AAG
4497
Accordant Advisory Group
Maryland
$123K – – –
MFT
4498
Moisand Fitzgerald Tamayo
Florida
$122K -$5.15K -21 -4%
SRCM
4499
Signature Resources Capital Management
California
$116K – – –
MSG
4500
Main Street Group
Virginia
$115K -$109K -444 -49%
178 179
180
181 182