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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 %
KWMG
876
King Wealth Management Group
Florida
$19.6M -$40.5K -165 -0.2%
GAI
877
General American Investors
New York
$19.6M – – –
AP
878
Archon Partners
New Jersey
$19.6M – – –
GIA
879
Gladstone Institutional Advisory
Florida
$19.6M -$573K -2,336 -3%
SFI
880
Siemens Fonds Invest
Germany
$19.6M +$179K +731 +0.9%
AHC
881
Anderson Hoagland & Co
Missouri
$19.6M -$1.78M -8,210 -8%
DMIC
882
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.6M -$6.13M -24,932 -24%
MIA
883
MainStreet Investment Advisors
Illinois
$19.6M -$797K -3,249 -4%
IP
884
Interval Partners
New York
$19.6M +$884K +3,605 +5%
Balyasny Asset Management
885
Balyasny Asset Management
Illinois
$19.6M +$17.7M +71,997 +933%
WF
886
WoodTrust Financial
Wisconsin
$19.5M -$119K -486 -0.6%
FTC
887
Farmers Trust Company
Ohio
$19.5M -$1.27M -5,187 -6%
WCM
888
Whitener Capital Management
North Carolina
$19.5M -$83.6K -341 -0.4%
BCV
889
Banque Cantonale Vaudoise
Switzerland
$19.5M +$19.5M +79,482 New
NCM
890
Novare Capital Management
North Carolina
$19.5M -$511K -2,083 -3%
RWM
891
Ritholtz Wealth Management
New York
$19.4M +$438K +1,784 +2%
AMBIA
892
Allen Mooney & Barnes Investment Advisors
Georgia
$19.3M -$544K -2,219 -3%
JIR
893
James Investment Research
Ohio
$19.1M -$92.2K -376 -0.5%
SG
894
Sienna Gestion
France
$19M -$1.13M -4,747 -6%
PNAA
895
Pictet North America Advisors
Switzerland
$19M +$806K +3,286 +4%
BBI
896
Baxter Bros Inc
Connecticut
$19M -$254K -1,037 -1%
TFA
897
Teamwork Financial Advisors
Texas
$19M +$2.51M +10,229 +15%
WANY
898
Wealthspire Advisors (New York)
New York
$19M -$289K -1,180 -2%
QCG
899
Quadrant Capital Group
Ohio
$18.9M +$7.27M +29,638 +62%
TCM
900
Tufton Capital Management
Maryland
$18.8M -$830K -3,385 -4%
34 35
36
37 38