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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 %
PI
951
PFG Investments
New York
$16.8M -$355K -1,446 -2%
VWM
952
Venturi Wealth Management
Texas
$16.8M +$12.4M +50,398 +281%
PF
953
Phoenix Financial
Israel
$16.7M -$5.1M -20,783 -23%
ISB
954
Iowa State Bank
Iowa
$16.6M -$1.25M -5,094 -7%
SW
955
SteelPeak Wealth
California
$16.6M +$3.39M +13,832 +26%
CCM
956
Copeland Capital Management
Pennsylvania
$16.5M -$330K -1,347 -2%
GIP
957
Granite Investment Partners
California
$16.5M +$5.68M +23,175 +52%
DCA
958
DSG Capital Advisors
Minnesota
$16.5M +$93.2K +380 +0.6%
LPT
959
Legacy Private Trust
Wisconsin
$16.5M -$1.23M -5,024 -7%
BOC
960
Barbara Oil Co
Illinois
$16.4M -$123K -500 -0.7%
SCM
961
Sterling Capital Management
North Carolina
$16.4M -$1.54M -6,274 -9%
SWP
962
Sagespring Wealth Partners
Tennessee
$16.4M +$1.22M +4,968 +8%
ANTB
963
AMG National Trust Bank
Colorado
$16.4M +$3.41M +13,911 +26%
GG
964
Greenwood Gearhart
Arkansas
$16.4M -$350K -1,426 -2%
JAM
965
JCIC Asset Management
Ontario, Canada
$16.3M -$118K -481 -0.7%
MCM
966
Mitchell Capital Management
Kansas
$16.3M +$79.2K +323 +0.5%
HFS
967
Haverford Financial Services
Pennsylvania
$16.3M -$202K -825 -1%
EFS
968
Essex Financial Services
Connecticut
$16.2M -$478K -1,950 -3%
IA
969
Intellus Advisors
Florida
$16.2M -$187K -764 -1%
WAM
970
Winslow Asset Management
Ohio
$16.2M -$876K -3,570 -5%
FAT
971
First American Trust
California
$16.2M -$1.04M -4,258 -6%
RWA
972
River Wealth Advisors
Pennsylvania
$16.2M +$69.7K +284 +0.4%
FMWA
973
Forvis Mazars Wealth Advisors
Missouri
$16.2M +$771K +3,145 +5%
SAM
974
Strategy Asset Managers
California
$16.2M -$1.08M -4,392 -6%
NGA
975
Naples Global Advisors
Florida
$16.2M -$194K -791 -1%
37 38
39
40 41