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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 %
CAM
976
Close Asset Management
United Kingdom
$16.1M +$1.86M +7,599 +13%
TCM
977
Telos Capital Management
California
$16M +$112K +457 +0.7%
BPC
978
Banque Pictet & Cie
Switzerland
$16M -$878K -3,579 -5%
USAA
979
United Services Automobile Association
Texas
$15.9M -$48.7M -200,503 -75%
PGAM
980
Princeton Global Asset Management
New Jersey
$15.9M +$93.7K +382 +0.6%
IAN
981
Integrated Advisors Network
Texas
$15.9M -$3.37M -13,743 -18%
BONST
982
Bank of Nova Scotia Trust
Ontario, Canada
$15.9M -$506K -2,062 -3%
PWW
983
Pettyjohn Wood & White
Virginia
$15.8M -$1.01M -4,123 -6%
GAM
984
Griffin Asset Management
New York
$15.7M -$129K -525 -0.8%
WTFG
985
Wells Trecaso Financial Group
Ohio
$15.7M +$31.2K +127 +0.2%
ERIC
986
Eagle Rock Investment Company
Georgia
$15.7M -$1.01M -4,109 -6%
OCM
987
One Capital Management
California
$15.7M +$31.2K +127 +0.2%
IWM
988
IHT Wealth Management
Illinois
$15.6M +$1.66M +6,766 +12%
SAM
989
Shell Asset Management
Netherlands
$15.6M -$589K -2,401 -4%
WBC
990
Westpac Banking Corp
Australia
$15.6M -$869K -3,544 -5%
FNB
991
Farmers National Bank
Kentucky
$15.6M -$382K -1,556 -2%
VA
992
VestGen Advisors
Illinois
$15.6M +$15.6M +63,659 New
MGIA
993
Moneta Group Investment Advisors
Missouri
$15.6M +$301K +1,228 +2%
MIC
994
Means Investment Company
Maine
$15.5M -$4.39M -17,914 -22%
EI
995
Ethic Inc
New York
$15.5M +$1.99M +8,166 +15%
CNB
996
Camden National Bank
Maine
$15.4M -$669K -2,727 -4%
AFG
997
Atomi Financial Group
New York
$15.4M +$214K +874 +1%
FA
998
Fagan Associates
New York
$15.4M -$375K -1,529 -2%
RC
999
Roundview Capital
New Jersey
$15.3M +$16.2K +66 +0.1%
SBF
1000
Sara-Bay Financial
Florida
$15.3M +$76.5K +315 +0.5%
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40
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