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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 %
PAS
4601
Park Avenue Securities
New York
– -$33.5M -139,906 Closed
CM
4602
Cercano Management
Washington
– -$29.7M -124,024 Closed
Wolverine Trading
4603
Wolverine Trading
Illinois
– -$27.9M -116,423 Closed
GJCM
4604
Grand Jean Capital Management
California
– -$22.9M -95,627 Closed
MMA
4605
Mizuho Markets Americas
New York
– -$20.2M -84,448 Closed
RP
4606
Regal Partners
Australia
– -$17.9M -74,593 Closed
GA
4607
GFS Advisors
Texas
– -$11.6M -48,516 Closed
FHB
4608
First Hawaiian Bank
Hawaii
– -$11.5M -47,964 Closed
SCM
4609
Soros Capital Management
New York
– -$10.2M -42,650 Closed
EP
4610
Edgestream Partners
New Jersey
– -$9.01M -37,567 Closed
LOAME
4611
Lombard Odier Asset Management (Europe)
United Kingdom
– -$8.23M -34,345 Closed
JG
4612
Jain Global
New York
– -$7.94M -33,119 Closed
HAFG
4613
Hansen & Associates Financial Group
California
– -$7.11M -29,487 Closed
CFGS
4614
Concourse Financial Group Securities
Alabama
– -$7.11M -26,916 Closed
CAS
4615
Coppell Advisory Solutions
Texas
– -$5.14M -21,477 Closed
WP
4616
WMS Partners
Maryland
– -$4.58M -19,114 Closed
SIP
4617
Stoneridge Investment Partners
Pennsylvania
– -$4.54M -18,917 Closed
JF
4618
Jump Financial
Illinois
– -$3.12M -13,013 Closed
CBA
4619
Coastal Bridge Advisors
Connecticut
– -$2.42M -10,096 Closed
TSS
4620
Two Sigma Securities
New York
– -$2.31M -9,652 Closed
RWM
4621
Rezny Wealth Management
Florida
– -$2.12M -8,833 Closed
NICM
4622
Neo Ivy Capital Management
New York
– -$1.92M -7,995 Closed
HG
4623
Herbst Group
Connecticut
– -$1.75M -7,295 Closed
CAIMH
4624
Central Asset Investments & Management Holdings
Hong Kong
– -$1.71M -7,119 Closed
CI
4625
CAZ Investments
Texas
– -$1.58M -6,600 Closed
183 184
185
186 187