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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 %
FCP
1051
Fidelis Capital Partners
Florida
$14.1M +$817K +3,356 +6%
MCP
1052
Mirador Capital Partners
California
$14.1M +$678K +2,766 +5%
DAC
1053
Dividend Assets Capital
South Carolina
$14.1M -$86.3K -352 -0.6%
PAIM
1054
Punch & Associates Investment Management
Minnesota
$14M -$32.1K -131 -0.2%
SA
1055
SRH Advisors
Kansas
$14M – – –
MWA
1056
Meridian Wealth Advisors
Texas
$14M -$32.9K -134 -0.2%
III
1057
Independent Investors Inc
New York
$14M – – –
SWC
1058
Spectrum Wealth Counsel
Indiana
$13.9M -$14.2K -58 -0.1%
VAS
1059
Valicenti Advisory Services
New York
$13.9M -$1.6M -6,515 -10%
VM
1060
Venator Management
Pennsylvania
$13.9M -$166K -675 -1%
RBA
1061
Richard Bernstein Advisors
New York
$13.9M +$7.24M +29,529 +109%
MCM
1062
Mengis Capital Management
Oregon
$13.8M -$173K -704 -1%
NLP
1063
Next Level Private
New York
$13.8M +$22.1K +90 +0.2%
LTI
1064
Laffer Tengler Investments
Tennessee
$13.8M -$1.1M -4,500 -7%
BOH
1065
Bank of Hawaii
Hawaii
$13.8M -$533K -2,171 -4%
LA
1066
Lynch & Associates
Indiana
$13.8M -$280K -1,142 -2%
PA
1067
Perennial Advisors
New York
$13.8M -$257K -1,047 -2%
NM
1068
NWI Management
New York
$13.7M – – –
VWA
1069
Visionary Wealth Advisors
Illinois
$13.7M -$630K -2,567 -4%
FRA
1070
Frank Rimerman Advisors
California
$13.7M -$119K -484 -0.9%
JFGIW
1071
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.7M -$732K -2,983 -5%
HCA
1072
Harbor Capital Advisors
Illinois
$13.7M -$1.12M -4,568 -8%
CBOR
1073
Community Bank of Raymore
Missouri
$13.7M -$98.1K -400 -0.7%
TC
1074
TwinBeech Capital
New York
$13.6M -$5.33M -21,711 -28%
OL
1075
one8zero8 LLC
North Carolina
$13.6M -$535K -2,180 -4%
41 42
43
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