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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 %
HRC
1101
Hoertkorn Richard Charles
$13.1M -$383K -1,560 -3%
EAM
1102
Exane Asset Management
France
$13M +$13M +49,243 New
WCA
1103
Waratah Capital Advisors
Ontario, Canada
$13M +$12.6M +51,218 +2,662%
HFM
1104
Hartford Financial Management
Connecticut
$13M -$185K -754 -1%
SIM
1105
Stratos Investment Management
Ohio
$13M +$1.72M +7,024 +15%
AWP
1106
Ascent Wealth Partners
New York
$12.9M +$658K +2,683 +5%
ETC
1107
Exchange Traded Concepts
Oklahoma
$12.9M +$12.6M +51,478 +4,258%
ANBT
1108
American National Bank & Trust
Texas
$12.9M +$758K +3,091 +6%
TW
1109
Trajan Wealth
Arizona
$12.9M +$787K +3,209 +7%
WAP
1110
Wealthcare Advisory Partners
Pennsylvania
$12.9M -$28.2K -115 -0.2%
AAS
1111
Annex Advisory Services
Wisconsin
$12.9M -$674K -2,746 -5%
RFM
1112
Royal Fund Management
Florida
$12.8M -$615K -2,487 -5%
BCM
1113
Barometer Capital Management
Ontario, Canada
$12.8M +$416K +1,708 +3%
CT
1114
Colonial Trust
South Carolina
$12.8M -$312K -1,273 -2%
BEAM
1115
Baker Ellis Asset Management
Washington
$12.8M +$59.4K +242 +0.5%
KLCM
1116
KG&L Capital Management
Louisiana
$12.8M +$152K +624 +1%
FFA
1117
Farther Finance Advisors
California
$12.8M +$2.78M +11,429 +28%
FCT
1118
Family Capital Trust
Massachusetts
$12.8M -$59.9K -244 -0.5%
LOPW
1119
Live Oak Private Wealth
North Carolina
$12.7M -$59.6K -243 -0.5%
GIM
1120
Goelzer Investment Management
Indiana
$12.7M -$132K -540 -1%
JIC
1121
Joel Isaacson & Co
New York
$12.7M +$515K +2,099 +4%
APP
1122
Avantax Planning Partners
Iowa
$12.7M -$411K -1,676 -3%
WPP
1123
Whalerock Point Partners
Rhode Island
$12.7M +$258K +1,050 +2%
SCP
1124
Shorepoint Capital Partners
Massachusetts
$12.6M -$890K -3,630 -7%
BAM
1125
Boyar Asset Management
New York
$12.5M -$899K -3,665 -7%
43 44
45
46 47