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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 %
ST
1001
Spinnaker Trust
Maine
$15.3M -$1.51M -6,165 -9%
SVWAG
1002
Sound View Wealth Advisors Group
Georgia
$15.3M -$72.6K -296 -0.5%
SB
1003
Simmons Bank
Arkansas
$15.3M -$255K -1,038 -2%
TIP
1004
Torray Investment Partners
Maryland
$15.2M -$4.17M -16,996 -21%
CF
1005
Covea Finance
France
$15.1M +$15.1M +61,700 New
NG
1006
NatWest Group
United Kingdom
$15.1M -$3.6M -14,681 -19%
EWM
1007
Empirical Wealth Management
Washington
$15.1M +$8.51M +34,686 +129%
BWP
1008
Burling Wealth Partners
Illinois
$15.1M +$218K +888 +1%
CCM
1009
Carmel Capital Management
California
$15.1M -$18.4K -75 -0.1%
WIC
1010
WealthBridge Investment Counsel
Alberta, Canada
$15M -$112K -455 -0.7%
SIC
1011
SFE Investment Counsel
California
$15M -$1.07M -4,356 -7%
BWM
1012
Buckley Wealth Management
Nevada
$15M -$531K -2,166 -3%
NSEDCP
1013
NJ State Employees Deferred Compensation Plan
New Jersey
$15M – – –
MFS
1014
Mirabella Financial Services
United Kingdom
$14.9M +$8.33M +33,907 +126%
CPCM
1015
Cardinal Point Capital Management
Ontario, Canada
$14.9M +$14.9M +60,888 New
BHCM
1016
Brevan Howard Capital Management
Jersey
$14.9M +$14.9M +60,800 New
VIP
1017
Vantage Investment Partners
Missouri
$14.9M – – –
ZIG
1018
Zuckerman Investment Group
Illinois
$14.9M -$180K -735 -1%
CWG
1019
Cornerstone Wealth Group
North Carolina
$14.8M -$450K -1,833 -3%
NAS
1020
Nicolet Advisory Services
Wisconsin
$14.8M -$53.8K -237 -0.4%
ET
1021
Equitable Trust
Tennessee
$14.8M +$76.5K +312 +0.5%
GFG
1022
Greystone Financial Group
Michigan
$14.8M +$211K +859 +1%
SCM
1023
Schnieders Capital Management
California
$14.8M -$535K -2,183 -4%
AAM
1024
AR Asset Management
California
$14.7M – – –
MPM
1025
Meritage Portfolio Management
Kansas
$14.7M +$1.47M +6,007 +11%
39 40
41
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