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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 %
CSUI
1176
Cincinnati Specialty Underwriters Insurance
Ohio
$11.4M – – –
TWM
1177
Trueblood Wealth Management
Ohio
$11.4M -$772K -3,148 -6%
PCG
1178
Prosperity Consulting Group
Maryland
$11.3M +$119K +486 +1%
SCA
1179
Stokes Capital Advisors
South Carolina
$11.3M +$97.6K +398 +0.9%
SC
1180
Schulhoff & Co
Ohio
$11.3M -$44.4K -181 -0.4%
MAM
1181
Mystic Asset Management
Rhode Island
$11.3M +$566K +2,309 +5%
BA
1182
Ballast Advisors
Minnesota
$11.3M -$709K -2,892 -6%
PT
1183
Plimoth Trust
Massachusetts
$11.2M -$351K -1,430 -3%
IA
1184
IFP Advisors
Florida
$11.2M +$387K +1,577 +4%
BFS
1185
Bard Financial Services
Connecticut
$11.2M -$502K -2,045 -4%
PI
1186
Pettee Investors
Connecticut
$11.2M -$3.91M -15,941 -26%
WCA
1187
Westover Capital Advisors
Delaware
$11.2M -$167K -680 -1%
BPC
1188
Bearing Point Capital
Minnesota
$11.2M +$1.01M +4,106 +10%
PMWMG
1189
Parr McKnight Wealth Management Group
Minnesota
$11.1M -$299K -1,219 -3%
PAMG
1190
Patton Albertson Miller Group
Tennessee
$11.1M -$1.57M -6,418 -12%
XF
1191
XML Financial
Maryland
$11.1M -$106K -432 -0.9%
BMWM
1192
Brown Miller Wealth Management
Virginia
$11.1M +$74.6K +304 +0.7%
NEAM
1193
New England Asset Management
Connecticut
$11M -$668K -2,725 -6%
DSC
1194
Duncker Streett & Co
Missouri
$11M +$114K +466 +1%
IIM
1195
Ipswich Investment Management
Massachusetts
$11M -$70.2K -286 -0.6%
TAM
1196
Townsend Asset Management
North Carolina
$10.9M +$258K +1,050 +2%
FWTB
1197
First Western Trust Bank
Colorado
$10.9M -$356K -1,451 -3%
WKWM
1198
Walter & Keenan Wealth Management
Indiana
$10.9M +$24K +98 +0.2%
GC
1199
Giverny Capital
Quebec, Canada
$10.9M +$152K +621 +1%
P
1200
Pitcairn
Pennsylvania
$10.9M +$572K +2,330 +6%
46 47
48
49 50