JPM icon

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 %
KWM
676
Kingsview Wealth Management
Oregon
$30.5M +$440K +1,795 +1%
SMFG
677
Sumitomo Mitsui Financial Group
Japan
$30.4M +$5.36M +21,869 +21%
SF
678
Summit Financial
New Jersey
$30.3M +$7.18M +29,269 +31%
BCM
679
Bridgeway Capital Management
Texas
$30.3M -$779K -3,177 -3%
BG
680
Bollard Group
Massachusetts
$30.2M +$152K +620 +0.5%
RMC
681
Resources Management Corp
Connecticut
$30.1M -$398K -1,623 -1%
CIA
682
Choate Investment Advisors
Massachusetts
$30M -$837K -3,411 -3%
Hudson Bay Capital Management
683
Hudson Bay Capital Management
Connecticut
$30M +$23.1M +94,252 +336%
FDCP
684
Foster Dykema Cabot & Partners
Massachusetts
$30M -$291K -1,187 -1%
GVAG
685
Great Valley Advisor Group
Delaware
$29.9M -$6.43M -26,221 -18%
LA
686
LBP AM
France
$29.8M -$857K -3,494 -3%
NFC
687
Northeast Financial Consultants
Connecticut
$29.6M -$7.32M -29,861 -20%
FFA
688
First Foundation Advisors
California
$29.6M -$1.71M -6,952 -5%
TCM
689
TAM Capital Management
Connecticut
$29.5M -$4.34M -17,691 -13%
MYAM
690
Meiji Yasuda Asset Management
Japan
$29.4M -$1.05M -4,283 -3%
FLII
691
First Long Island Investors
New York
$29.4M -$728K -2,969 -2%
SRC
692
Shufro Rose & Co
New York
$29.2M -$700K -2,855 -2%
KFP
693
KMG Fiduciary Partners
Ohio
$29.2M -$1.09M -4,457 -4%
BWFA
694
Baltimore-Washington Financial Advisors
Maryland
$29.2M +$635K +2,589 +2%
OPCM
695
Osborne Partners Capital Management
California
$29.1M -$1.51M -6,170 -5%
CANC
696
Culbertson A N & Co
Virginia
$28.9M +$11K +45 +0%
AWM
697
Absher Wealth Management
North Carolina
$28.9M +$505K +2,057 +2%
GGS
698
Galvin Gaustad & Stein
Arizona
$28.7M -$3.18M -12,984 -10%
AHC
699
Adell Harriman & Carpenter
Texas
$28.6M -$122K -499 -0.4%
AWA
700
Arkadios Wealth Advisors
Georgia
$28.5M +$7.47M +30,459 +36%
26 27
28
29 30