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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 %
CC
1026
Cadinha & Co
Hawaii
$14.6M -$15.8M -64,491 -52%
CCB
1027
Country Club Bank
Missouri
$14.6M -$1.67M -6,864 -10%
WIC
1028
Willis Investment Counsel
Georgia
$14.6M -$201K -821 -1%
SCM
1029
SCS Capital Management
Massachusetts
$14.6M +$14.6M +59,437 New
TCM
1030
Twin Capital Management
Pennsylvania
$14.6M -$24.8K -101 -0.2%
FNA
1031
First National Advisers
Nebraska
$14.6M -$917K -3,737 -6%
AIM
1032
Artemis Investment Management
United Kingdom
$14.6M -$2.3M -9,386 -14%
CPC
1033
Consolidated Planning Corp
Georgia
$14.6M +$194K +792 +1%
CAM
1034
Cypress Asset Management
Texas
$14.5M -$71.4K -291 -0.5%
TCM
1035
Traynor Capital Management
Pennsylvania
$14.5M +$81.4K +332 +0.6%
GH
1036
GAM Holding
Switzerland
$14.5M -$7.77M -31,667 -35%
TC
1037
Tairen Capital
Hong Kong
$14.5M +$14.5M +58,995 New
IPW
1038
Invictus Private Wealth
Colorado
$14.5M -$248K -1,013 -2%
NFG
1039
Nations Financial Group
Iowa
$14.4M -$1.21M -4,941 -8%
NAAA
1040
New Age Alpha Advisors
New York
$14.4M -$11.2M -45,789 -44%
CC
1041
Chicago Capital
Illinois
$14.4M +$702K +2,862 +5%
AC
1042
AlphaCore Capital
California
$14.4M +$1.92M +7,813 +15%
WPI
1043
Walter Public Investments
Canada
$14.3M +$14.3M +58,324 New
HBT
1044
Hills Bank & Trust
Iowa
$14.3M -$124K -507 -0.9%
LWANC
1045
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.2M -$381K -1,555 -3%
SC
1046
Stolper & Co
Oklahoma
$14.2M -$252K -1,027 -2%
PIM
1047
Plato Investment Management
Australia
$14.2M -$358K -1,444 -2%
FM
1048
Foster & Motley
Ohio
$14.2M -$929K -3,788 -6%
EAMA
1049
EFG Asset Management (Americas)
Florida
$14.2M -$263K -1,071 -2%
AC
1050
Addenda Capital
Quebec, Canada
$14.2M +$47.6K +194 +0.3%
40 41
42
43 44