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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 %
GAB
926
German American Bancorp
Indiana
$17.9M -$3.66M -14,904 -17%
HCM
927
Hollencrest Capital Management
California
$17.8M +$304K +1,241 +2%
CK
928
Cohen Klingenstein
New York
$17.8M – – –
SPC
929
Sigma Planning Corp
Michigan
$17.8M +$411K +1,674 +2%
RDWM
930
Red Door Wealth Management
Tennessee
$17.7M +$627K +2,555 +4%
BG
931
BDF Gestion
France
$17.7M – – –
SWM
932
Stockman Wealth Management
Montana
$17.7M -$719K -2,933 -4%
BIC
933
Beach Investment Counsel
Pennsylvania
$17.7M -$2.54M -10,336 -13%
ECM
934
Everence Capital Management
Indiana
$17.6M – – –
RCYC
935
Richard C. Young & Co
Rhode Island
$17.5M +$12K +49 +0.1%
WC
936
Woodstock Corp
Massachusetts
$17.4M +$145K +591 +0.8%
CDDEC
937
Caisse Des Depots Et Consignations
France
$17.3M -$532K -2,167 -3%
WFMPM
938
Woodley Farra Manion Portfolio Management
Indiana
$17.3M -$204K -830 -1%
AIA
939
Allied Investment Advisors
Montana
$17.2M +$158K +643 +0.9%
CIS
940
Connors Investor Services
Pennsylvania
$17.2M -$383K -1,564 -2%
HH
941
Hilltop Holdings
Texas
$17.2M -$3.84M -15,654 -18%
MAS
942
Meeder Advisory Services
Ohio
$17.2M +$700K +2,855 +4%
UAS
943
United Asset Strategies
New York
$17.1M -$2.7M -11,003 -14%
HVIA
944
Hudson Valley Investment Advisors
New York
$17.1M -$721K -2,938 -4%
1SB
945
1ST Source Bank
Indiana
$17.1M -$401K -1,636 -2%
HT
946
Heritage Trust
Oklahoma
$17M -$870K -3,547 -5%
WSCM
947
Wellington Shields Capital Management
New York
$17M +$559K +2,278 +3%
CCFCSB
948
Cape Cod Five Cents Savings Bank
Massachusetts
$16.9M – – –
CCG
949
Cypress Capital Group
Florida
$16.9M -$168K -683 -1%
TCA
950
Transcend Capital Advisors
New Jersey
$16.8M -$288K -1,173 -2%
36 37
38
39 40