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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 %
HIA
1076
Harbor Investment Advisory
Maryland
$13.6M +$10.4K +53 +0.1%
RCM
1077
Radnor Capital Management
Pennsylvania
$13.6M -$631K -2,573 -4%
CCMINC
1078
Cardinal Capital Management Inc (North Carolina)
North Carolina
$13.6M -$281K -1,144 -2%
MSA
1079
MUFG Securities Americas
New York
$13.5M +$2.1M +8,565 +18%
MASUI
1080
MIRAE ASSET SECURITIES (USA) INC.
New York
$13.5M +$1.23M +4,994 +10%
M2MC
1081
Matthew 25 Management Corp
Pennsylvania
$13.5M -$2.64M -10,750 -16%
CAL
1082
Capital Analysts LLC
Pennsylvania
$13.5M -$86.8K -354 -0.6%
CFA
1083
Capstone Financial Advisors
Illinois
$13.5M +$4.66K +19 +0%
ECM
1084
EagleClaw Capital Management
Massachusetts
$13.5M -$247K -1,008 -2%
CAC
1085
Core Alternative Capital
Georgia
$13.5M -$5.07M -20,676 -27%
MFG
1086
Magnus Financial Group
New York
$13.4M +$176K +717 +1%
BMM
1087
Buffington Mohr McNeal
Idaho
$13.4M -$3.04M -12,380 -18%
KFGK
1088
Keystone Financial Group (Kentucky)
Kentucky
$13.4M +$43.4K +171 +0.3%
PAI
1089
Pittenger & Anderson Inc
Nebraska
$13.4M +$182K +741 +1%
AWCI
1090
Alpine Woods Capital Investors
New York
$13.4M -$4.79M -19,546 -26%
CB
1091
Cadence Bank
Mississippi
$13.3M -$356K -1,450 -3%
JPWM
1092
Jamison Private Wealth Management
Georgia
$13.3M -$47.3K -193 -0.4%
BHPW
1093
Beverly Hills Private Wealth
California
$13.3M -$57.6K -235 -0.4%
VI
1094
Vestcor Inc
New Brunswick, Canada
$13.2M +$241K +981 +2%
DWA
1095
Douglass Winthrop Advisors
New York
$13.2M +$16.9K +69 +0.1%
NP
1096
NorthRock Partners
Minnesota
$13.2M +$145K +677 +1%
FBB
1097
Fulton Breakefield Broenniman
Maryland
$13.2M +$8.93M +36,387 +211%
HIP
1098
Harrell Investment Partners
Texas
$13.1M +$97.6K +398 +0.7%
CCP
1099
Clough Capital Partners
Massachusetts
$13.1M – – –
LCM
1100
LVM Capital Management
Michigan
$13.1M +$10M +40,769 +324%
42 43
44
45 46