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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 %
SIA
701
Sit Investment Associates
Minnesota
$28.5M +$2.51M +10,214 +10%
BC
702
Burney Company
Virginia
$28.3M +$1.17M +4,786 +4%
RCP
703
Rothschild Capital Partners
New York
$28.1M +$1.04M +4,225 +4%
SIMG
704
Sonora Investment Management Group
Arizona
$28.1M +$187K +763 +0.7%
PCMF
705
Private Capital Management (Florida)
Florida
$28M -$12.5K -51 -0%
CIA
706
Concurrent Investment Advisors
Florida
$27.9M +$2.27M +9,260 +9%
JCM
707
Janney Capital Management
Pennsylvania
$27.9M -$998K -4,070 -3%
FMI
708
F/M Investments
District of Columbia
$27.9M -$2.74M -11,176 -9%
DMC
709
Drexel Morgan & Co
Pennsylvania
$27.9M – – –
SGAM
710
Smith Group Asset Management
Texas
$27.8M +$702K +2,863 +3%
AWAG
711
ARS Wealth Advisors Group
Florida
$27.7M -$851K -3,471 -3%
CAM
712
Congress Asset Management
Massachusetts
$27.7M -$521K -2,123 -2%
TA
713
TruWealth Advisors
Louisiana
$27.6M -$3.53M -14,391 -11%
MIM
714
Manitou Investment Management
Ontario, Canada
$27.5M +$227K +927 +0.8%
PL
715
Parkwood LLC
Ohio
$27.5M +$27.5M +112,109 New
CTA
716
Colonial Trust Advisors
South Carolina
$27.4M +$433K +1,766 +2%
MFG
717
Merit Financial Group
Georgia
$27.3M +$3.87M +15,781 +17%
SCA
718
Stillwater Capital Advisors
Pennsylvania
$27.2M -$363K -1,478 -1%
TW
719
Transform Wealth
Colorado
$27.1M +$316K +1,288 +1%
CHAM
720
Clear Harbor Asset Management
Connecticut
$27M -$56.9K -232 -0.2%
TYCC
721
Texas Yale Capital Corp
Florida
$27M +$139K +565 +0.5%
TRCT
722
Tower Research Capital (TRC)
New York
$27M -$15.2M -60,954 -36%
JPMIA
723
J.P. Marvel Investment Advisors
Massachusetts
$27M -$44.9K -183 -0.2%
BBHC
724
Brown Brothers Harriman & Co
New York
$26.9M -$532K -2,167 -2%
DP
725
Dearborn Partners
Illinois
$26.8M -$242K -988 -0.9%
27 28
29
30 31