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 %
LCM
851
Laurion Capital Management
New York
$20.8M +$20.8M +84,666 New
WIC
852
Woodmont Investment Counsel
Tennessee
$20.8M +$239K +973 +1%
CC
853
Courier Capital
New York
$20.8M +$11.5K +47 +0.1%
SHGA
854
Sand Hill Global Advisors
California
$20.6M -$384K -1,566 -2%
AF
855
Alerus Financial
North Dakota
$20.6M +$2.18M +8,868 +12%
GIM
856
Generate Investment Management
New Zealand
$20.6M +$11.3M +45,879 +120%
BIA
857
Biondo Investment Advisors
Pennsylvania
$20.6M -$1.04M -4,255 -5%
DF
858
DNCA Finance
France
$20.5M -$96.9K -395 -0.5%
GWM
859
GDS Wealth Management
Texas
$20.4M +$852K +3,474 +4%
LNB
860
Ledyard National Bank
$20.3M -$536K -2,184 -3%
ACP
861
Aviance Capital Partners
Florida
$20.3M +$57.6K +235 +0.3%
DAS
862
Dynamic Advisor Solutions
Arizona
$20.3M -$823K -3,357 -4%
FNFDCM
863
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$20.3M -$379K -1,546 -2%
BA
864
Bridgewater Associates
Connecticut
$20.2M +$20.2M +82,467 New
CF
865
Clarity Financial
Texas
$20.2M +$3.48M +14,206 +21%
BHWM
866
Bar Harbor Wealth Management
New Hampshire
$20.1M -$938K -3,823 -4%
MC
867
Middleton & Co
Massachusetts
$20.1M -$557K -2,269 -3%
KRSITF
868
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$20M -$12.6M -51,392 -39%
JWM
869
JGP Wealth Management
Oregon
$20M -$2.62M -10,696 -12%
PAM
870
Peak Asset Management
Colorado
$19.9M -$997K -4,065 -5%
PAM
871
Palisade Asset Management
Minnesota
$19.8M -$9.81K -40 -0%
GAM
872
Gotham Asset Management
New York
$19.8M +$2.02M +8,235 +11%
CA
873
Cullinan Associates
Kentucky
$19.7M -$677K -2,759 -3%
FFM
874
Forum Financial Management
Illinois
$19.7M -$645K -2,629 -3%
VCA
875
Verdence Capital Advisors
Maryland
$19.7M -$111K -454 -0.6%
33 34
35
36 37