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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 %
KPP
4526
Kings Path Partners
Texas
$76.3K – – –
MC
4527
Montag & Caldwell
Georgia
$73.6K – – –
ACM
4528
Anfield Capital Management
California
$73.1K – – –
FGAM
4529
Financial Gravity Asset Management
Texas
$70.9K +$70.9K +289 New
MIM
4530
Meridiem Investment Management
United Kingdom
$68.7K – – –
CAWM
4531
Capital A Wealth Management
Pennsylvania
$68.2K +$2.7K +11 +4%
TVWM
4532
Tower View Wealth Management
Wisconsin
$68K +$246 +1 +0.4%
DCM
4533
Disciplina Capital Management
Tennessee
$61.7K -$86.4K -353 -58%
PCA
4534
PMV Capital Advisers
Texas
$61.3K – – –
LWMI
4535
Legacy Wealth Management (Idaho)
Idaho
$59.4K – – –
PA
4536
Pineridge Advisors
Missouri
$57.7K -$163K -663 -74%
VWWMG
4537
Vermillion & White Wealth Management Group
Pennsylvania
$57.4K – – –
BFS
4538
Bare Financial Services
Pennsylvania
$55.2K +$5.4K +22 +11%
PCM
4539
Penserra Capital Management
California
$55K -$1.72M -7,130 -97%
GIS
4540
Grayhawk Investment Strategies
Alberta, Canada
$54.5K – – –
CMA
4541
Cedar Mountain Advisors
Oregon
$53.4K +$245 +1 +0.5%
GJIA
4542
Glass Jacobson Investment Advisors
Maryland
$53.2K – – –
BMC
4543
Bear Mountain Capital
Washington
$53.1K +$3.67K +15 +7%
TCM
4544
Tanaka Capital Management
New York
$53K -$3.66K -15 -6%
HFS
4545
Horizon Financial Services
North Carolina
$49.8K -$2.21K -9 -4%
LWA
4546
Lowe Wealth Advisors
Maryland
$49.3K – – –
HWM
4547
Horizons Wealth Management
North Carolina
$49.1K -$6.13K -25 -11%
APW
4548
Atlantic Private Wealth
North Carolina
$49.1K – – –
KSWA
4549
Kathleen S. Wright Associates
Pennsylvania
$49.1K – – –
WOC
4550
West Oak Capital
California
$48.5K -$3.83K -1,560 -7%
180 181
182
183 184