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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 %
ECM
826
Evergreen Capital Management
Washington
$21.9M -$8.72M -35,566 -29%
TTWM
827
TCV Trust & Wealth Management
Virginia
$21.9M -$705K -2,874 -3%
FMC
828
First Merchants Corp
Indiana
$21.8M -$469K -1,913 -2%
WS
829
Wedbush Securities
California
$21.8M +$1.04M +4,244 +5%
NMIMC
830
Northwestern Mutual Investment Management Company
Wisconsin
$21.8M -$113K -460 -0.5%
CNBT
831
Canandaigua National Bank & Trust
New York
$21.8M -$866K -3,529 -4%
MWM
832
Mission Wealth Management
California
$21.7M +$1.98M +8,057 +10%
M
833
MOTCO
Texas
$21.6M -$1.61M -6,569 -7%
WCMN
834
Westchester Capital Management (Nebraska)
Nebraska
$21.6M +$445K +1,813 +2%
JSSH
835
J. Safra Sarasin Holding
$21.6M -$923K -3,768 -4%
LCM
836
Logan Capital Management
Pennsylvania
$21.4M -$5.89M -24,031 -22%
ATPW
837
Ashton Thomas Private Wealth
Arizona
$21.3M +$971K +3,960 +5%
CG
838
Caprock Group
Idaho
$21.3M +$1.71M +6,977 +9%
SWA
839
Stratos Wealth Advisors
Ohio
$21.3M +$6.16M +25,126 +41%
DR
840
Davis Rea
Ontario, Canada
$21.2M +$10.2M +41,613 +93%
LF
841
Longbow Finance
Switzerland
$21.2M -$4.55M -18,556 -18%
BWP
842
Barlow Wealth Partners
Kentucky
$21.2M +$239K +983 +1%
CCM
843
Cohen Capital Management
California
$21.2M -$3.57M -14,540 -14%
MA
844
Montag & Associates
Georgia
$21.1M +$6.38K +26 +0%
PMAM
845
Picton Mahoney Asset Management
Ontario, Canada
$21M +$7.99M +32,553 +61%
CWP
846
Cyndeo Wealth Partners
Florida
$21M +$3.61M +14,705 +21%
NC
847
NewSquare Capital
Pennsylvania
$20.9M +$192K +789 +0.9%
NPT
848
Nixon Peabody Trust
Massachusetts
$20.9M -$67K -273 -0.3%
CPIG
849
Chicago Partners Investment Group
Illinois
$20.9M +$275K +1,104 +1%
TMAM
850
Tokio Marine Asset Management
Japan
$20.9M +$893K +3,639 +4%
32 33
34
35 36