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JPMorgan Chase
JPM

Overview Fund Activity

4,592 hedge funds and large institutions have $486B invested in JPMorgan Chase in 2025 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 1,840 increasing their positions, 2,102 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,592
Holders Change
-7
Holders Change %
-0.15%
% 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
11.32%
New
207
Increased
1,840
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
$2.96B
2
UBS Group
UBS Group
Switzerland
$5.39B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$14.9B
4
BlackRock
BlackRock
New York
$51.1B
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.11B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$5.85B
2
Viking Global Investors
Viking Global Investors
Connecticut
$533M
3
Capital International Investors
Capital International Investors
California
$7.06B
4
Capital World Investors
Capital World Investors
California
$6.18B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
4701
Peterson Wealth Management
Nevada
– -$202K -842 Closed
BWG
4702
Balanced Wealth Group
Ohio
– -$205K -768 Closed
WWA
4703
Wingate Wealth Advisors
Massachusetts
– -$174K -727 Closed
PCWA
4704
Pacific Capital Wealth Advisors
California
– -$171K -713 Closed
WAM
4705
Wolverine Asset Management
Illinois
– -$163K -678 Closed
MCM
4706
MidAtlantic Capital Management
Virginia
– -$144K -600 Closed
EFP
4707
EnRich Financial Partners
Wisconsin
– -$135K -562 Closed
TCG
4708
Transcendent Capital Group
Oklahoma
– -$128K -536 Closed
SOWAS
4709
Silver Oak Wealth Advisors Services
California
– -$295K -520 Closed
NWWA
4710
New Wave Wealth Advisors
Arkansas
– -$119K -495 Closed
FWM
4711
FLP Wealth Management
Arkansas
– -$85.8K -358 Closed
QL
4712
Quarry LP
New York
– -$77.9K -325 Closed
KG
4713
Kieckhefer Group
Wisconsin
– -$50.3K -210 Closed
MRP
4714
Measured Risk Portfolios
California
– -$44.1K -184 Closed
SIP
4715
Sellwood Investment Partners
Oregon
– -$33.6K -140 Closed
CPL
4716
Capital & Planning LLC
Georgia
– -$25.2K -105 Closed
FIA
4717
FPC Investment Advisory
California
– -$20K -75 Closed
DWA
4718
Delos Wealth Advisors
Texas
– -$15.3K -64 Closed
CF
4719
Conquis Financial
California
– -$11.5K -48 Closed
FWA
4720
FSC Wealth Advisors
New York
– -$7.43K -31 Closed
SC
4721
Stance Capital
Massachusetts
– -$5.75K -24 Closed
FC
4722
Family CFO
California
– -$5.03K -21 Closed
SMAM
4723
Sugar Maple Asset Management
Wisconsin
– -$4.08K -17 Closed
CJ
4724
Caitlin John
Michigan
– -$3.95K -16 Closed
FS
4725
Financially Speaking
Colorado
– -$3.6K -15 Closed
185 186 187 188
189