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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 %
RWA
4576
Redmont Wealth Advisors
Illinois
$16.9K +$16.9K +69 New
RA
4577
Resolute Advisors
California
$16.2K -$304K -1,239 -95%
JFG
4578
JDM Financial Group
Texas
$15.9K – – –
PIS
4579
POM Investment Strategies
North Carolina
$15.7K -$463K -1,889 -97%
MDA
4580
Minot DeBlois Advisors
Massachusetts
$14.7K -$40.5K -165 -73%
PS
4581
PayPay Securities
Japan
$13.6K -$2.23K -9 -14%
HIA
4582
HFM Investment Advisors
New Jersey
$13.5K +$13.5K +55 New
CJH
4583
Christopher J. Hasenberg
Wisconsin
$12.2K – – –
LFA
4584
LGT Financial Advisors
Texas
$11K -$123K -500 -92%
RJA
4585
Ross\Johnson & Associates
Minnesota
$7.85K +$7.85K +32 New
CFS
4586
Compass Financial Services
Iowa
$7.6K +$7.6K +31 New
IMC
4587
Investment Management Corporation
Virginia
$7.11K – – –
KIG
4588
Kessler Investment Group
Indiana
$6.57K – – –
CWM
4589
Cedar Wealth Management
California
$5.89K – – –
MS
4590
Mizuho Securities
Japan
$4.91K +$4.91K +20 New
IA
4591
IFS Advisors
Kansas
$2.74K – – –
CCM
4592
Campbell Capital Management
Florida
$1.23K – – –
BGWM
4593
Bridge Generations Wealth Management
Florida
$982 +$982 +4 New
DAL
4594
Delta Accumulation LLC
California
$843 +$843 +4 New
PEAK6
4595
PEAK6
Illinois
$725 -$15.7M -65,143 -100%
HWM
4596
HighMark Wealth Management
Minnesota
$25 -$24 – –
Norges Bank
4597
Norges Bank
Norway
– -$8.31B -34,670,579 Closed
IAIM
4598
International Assets Investment Management
Florida
– -$9.88M -1,582,078 Closed
DCM
4599
Discovery Capital Management
Connecticut
– -$79.6M -331,900 Closed
C
4600
Consulta
United Kingdom
– -$36M -150,000 Closed
182 183
184
185 186