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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 %
PIAS
4626
PCA Investment Advisory Services
Ohio
– -$1.53M -6,402 Closed
EFP
4627
Elser Financial Planning
Indiana
– -$1.34M -5,592 Closed
BAG
4628
Bridgewealth Advisory Group
California
– -$1.54M -5,560 Closed
ACM
4629
Aster Capital Management
United Arab Emirates
– -$1.31M -5,485 Closed
AIA
4630
Angeles Investment Advisors
California
– -$1.3M -5,416 Closed
XT
4631
XTX Topco
Cayman Islands
– -$1.25M -5,225 Closed
WWM
4632
Whalen Wealth Management
Nevada
– -$1.24M -5,190 Closed
SAM
4633
Synergy Asset Management
Washington
– -$1.09M -4,998 Closed
SCP
4634
Steamboat Capital Partners
New York
– -$1.19M -4,981 Closed
MM
4635
Meridian Management
Arkansas
– -$1.12M -4,692 Closed
LWM
4636
Liberty Wealth Management
California
– -$1.1M -4,589 Closed
MAMU
4637
Myriad Asset Management US
Florida
– -$1.07M -4,482 Closed
NWM
4638
Napa Wealth Management
California
– -$1.02M -4,250 Closed
SAM
4639
Silphium Asset Management
United Kingdom
– -$1.02M -4,240 Closed
MIC
4640
Maxi Investments CY
Cyprus
– -$981K -4,091 Closed
CPM
4641
Connective Portfolio Management
New York
– -$978K -4,080 Closed
IPW
4642
Impact Partnership Wealth
Georgia
– -$959K -4,000 Closed
ECP
4643
Epacria Capital Partners
Colorado
– -$959K -4,000 Closed
TC
4644
Taika Capital
Florida
– -$936K -3,903 Closed
MFS
4645
Miller Financial Services
Michigan
– -$861K -3,593 Closed
FC
4646
Farringdon Capital
United Kingdom
– -$789K -3,292 Closed
VH
4647
Visionary Horizons
Tennessee
– -$780K -3,254 Closed
CCG
4648
Capital CS Group
California
– -$737K -3,075 Closed
HCP
4649
Hamilton Capital Partners
Georgia
– -$691K -2,881 Closed
MIM
4650
Morningstar Investment Management
Illinois
– -$684K -2,852 Closed
184 185
186
187 188