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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 %
CA
801
CSM Advisors
Pennsylvania
$22.8M -$524K -2,135 -2%
BFA
802
Bragg Financial Advisors
North Carolina
$22.8M -$508K -2,069 -2%
CFIA
803
Cantor Fitzgerald Investment Advisors
New York
$22.8M -$4.73M -19,297 -17%
TSW
804
Thompson Siegel & Walmsley
Virginia
$22.8M -$1.19M -4,835 -5%
LIM
805
Leavell Investment Management
Alabama
$22.8M -$201K -820 -0.9%
IBOK
806
Independence Bank of Kentucky
Kentucky
$22.8M +$471K +1,920 +2%
BP
807
Ballentine Partners
Massachusetts
$22.7M +$417K +1,698 +2%
HTIM
808
Harbour Trust & Investment Management
Indiana
$22.7M +$1.2M +4,888 +6%
FG
809
Fiduciary Group
Georgia
$22.6M -$155K -633 -0.7%
KCM
810
Kodai Capital Management
Illinois
$22.5M -$4.14M -16,879 -16%
MOS
811
MGO One Seven
Ohio
$22.4M -$447K -1,821 -2%
BFIM
812
Beese Fulmer Investment Management
Ohio
$22.4M +$109K +446 +0.5%
CCM
813
Coldstream Capital Management
Washington
$22.4M +$117K +478 +0.5%
RIA
814
RPG Investment Advisory
California
$22.2M +$11.4M +46,641 +106%
PA
815
Procyon Advisors
Connecticut
$22.2M +$138K +564 +0.6%
EWM
816
Edge Wealth Management
New York
$22.1M +$209K +853 +1%
GC
817
Grimes & Company
Massachusetts
$22.1M +$170K +695 +0.8%
BFG
818
Bleakley Financial Group
New Jersey
$22.1M +$588K +2,399 +3%
CFC
819
Cincinnati Financial Corp
Ohio
$22.1M – – –
PFM
820
Premier Fund Managers
United Kingdom
$22M -$6.7M -27,593 -23%
USCWA
821
U.S. Capital Wealth Advisors
Texas
$22M +$6.12M +24,965 +39%
CPCPP
822
Canada Post Corporation Pension Plan
Canada
$22M -$456K -1,860 -2%
AIMCA
823
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.9M -$73.6K -300 -0.3%
AFCM
824
Applied Finance Capital Management
Puerto Rico
$21.9M -$34.5M -140,766 -61%
GP
825
Guardian Partners
Canada
$21.9M -$891K -3,698 -4%
31 32
33
34 35