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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 %
AA
1126
Apriem Advisors
California
$12.5M -$48.8K -199 -0.4%
BJL
1127
Brighton Jones LLC
Washington
$12.5M +$537K +2,188 +4%
PWS
1128
Peterson Wealth Services
Utah
$12.5M +$283K +1,153 +2%
ACGA
1129
Atlanta Consulting Group Advisors
Georgia
$12.4M -$166K -676 -1%
IPW
1130
Inlet Private Wealth
Florida
$12.4M -$423K -1,725 -3%
SIC
1131
Sigma Investment Counselors
Michigan
$12.4M -$698K -2,844 -5%
MC
1132
Miramar Capital
Illinois
$12.4M -$397K -1,618 -3%
CF
1133
Centaurus Financial
California
$12.4M +$106K +431 +0.9%
RWM
1134
Rench Wealth Management
Texas
$12.4M -$95.7K -390 -0.8%
VCM
1135
Voleon Capital Management
California
$12.3M -$6.13M -24,978 -33%
CBTWT
1136
Community Bank & Trust (Waco, Texas)
Texas
$12.3M -$106K -434 -0.9%
TCWA
1137
Turtle Creek Wealth Advisors
Texas
$12.2M +$2.17M +8,843 +22%
BPAMU
1138
BTG Pactual Asset Management US
New York
$12.2M +$7.83M +31,921 +179%
MWM
1139
Marietta Wealth Management
Georgia
$12.1M -$65K -265 -0.5%
SG
1140
StoneX Group
New York
$12.1M +$635K +2,589 +6%
BIM
1141
Baldwin Investment Management
Pennsylvania
$12.1M +$528K +2,154 +5%
FB
1142
Fulton Bank
Pennsylvania
$12.1M -$1M -4,082 -8%
ACM
1143
Adalta Capital Management
New York
$12.1M +$26.7K +109 +0.2%
CRI
1144
Commonwealth Retirement Investments
Virginia
$12.1M +$9.32K +38 +0.1%
FHA
1145
Flagship Harbor Advisors
Massachusetts
$12M +$76.3K +311 +0.6%
SMA
1146
Sage Mountain Advisors
Georgia
$12M +$90.5K +369 +0.8%
CWS
1147
Confluence Wealth Services
Pennsylvania
$12M +$1.38M +5,738 +13%
CIC
1148
Cutler Investment Counsel
Oregon
$12M -$169K -688 -1%
BAM
1149
Brave Asset Management
New Jersey
$11.9M +$1.96K +8 +0%
FC
1150
Fulcrum Capital
Washington
$11.9M -$517K -2,109 -4%
44 45
46
47 48