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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 %
SFO
1151
Stokes Family Office
Louisiana
$11.9M -$217K -886 -2%
GIC
1152
Generali Investments CEE
Czech Republic
$11.9M +$837K +3,411 +8%
YIA
1153
YHB Investment Advisors
Connecticut
$11.9M +$113K +459 +1%
WSC
1154
Wellington Shields & Co
New York
$11.8M – – –
SFP
1155
Shepherd Financial Partners
Massachusetts
$11.8M +$237K +966 +2%
IIM
1156
Intact Investment Management
Quebec, Canada
$11.8M -$98.1K -400 -0.8%
PTB
1157
Pioneer Trust Bank
Oregon
$11.7M -$265K -1,079 -2%
HH
1158
HWG Holdings
Texas
$11.7M +$4.75M +19,373 +68%
PP
1159
PDS Planning
Ohio
$11.7M +$269K +1,095 +2%
MSS
1160
Mitchell Sinkler & Starr
Pennsylvania
$11.7M -$531K -2,163 -4%
EFG
1161
Embree Financial Group
Illinois
$11.7M +$351K +1,430 +3%
TIM
1162
Thompson Investment Management
Wisconsin
$11.6M -$579K -2,360 -5%
BTI
1163
Blue Trust Inc
Georgia
$11.6M +$648K +2,643 +6%
VHAM
1164
Van Hulzen Asset Management
California
$11.5M -$170K -693 -1%
SFG
1165
SevenBridge Financial Group
Pennsylvania
$11.5M -$780K -3,000 -6%
BFO
1166
Boston Family Office
Massachusetts
$11.5M -$118K -479 -1%
FPGT
1167
Financial Partners Group (Tennessee)
Tennessee
$11.5M -$276K -1,125 -2%
AF
1168
Apexium Financial
Texas
$11.5M +$5.5M +22,438 +92%
KCG
1169
Kinsale Capital Group
Virginia
$11.5M +$743K +3,029 +7%
MPIM
1170
McGinn Penninger Investment Management
Virginia
$11.5M -$150K -612 -1%
Jacobs Levy Equity Management
1171
Jacobs Levy Equity Management
New Jersey
$11.5M +$1.16M +4,726 +11%
CFSG
1172
Community Financial Services Group
Vermont
$11.4M -$186K -759 -2%
SAM
1173
Smithbridge Asset Management
Pennsylvania
$11.4M +$11.4M +46,549 New
CCT
1174
Chemung Canal Trust
New York
$11.4M -$990K -4,036 -8%
CCC
1175
Cincinnati Casualty Company
Ohio
$11.4M – – –
45 46
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48 49