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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 %
WIA
1201
Wetzel Investment Advisors
Indiana
$10.9M -$89K -363 -0.8%
ERWM
1202
Elk River Wealth Management
Colorado
$10.9M -$44.9K -183 -0.4%
1M
1203
1248 Management
Missouri
$10.8M +$72.4K +295 +0.7%
BSB
1204
Bangor Savings Bank
Maine
$10.8M -$360K -1,469 -3%
SAG
1205
SageView Advisory Group
California
$10.8M -$238K -971 -2%
JIP
1206
Jaffetilchin Investment Partners
Florida
$10.8M +$278K +1,132 +3%
HCA
1207
Harbour Capital Advisors
Virginia
$10.8M -$80.7K -353 -0.7%
PA
1208
Profund Advisors
Maryland
$10.8M -$888K -3,622 -8%
CCM
1209
Coerente Capital Management
Ontario, Canada
$10.8M -$19.6K -80 -0.2%
FNBOMD
1210
First National Bank of Mount Dora
Florida
$10.7M +$4.51M +18,390 +72%
GWMIA
1211
Global Wealth Management Investment Advisory
Florida
$10.7M -$176K -717 -2%
CHC
1212
City Holding Co
West Virginia
$10.7M +$227K +927 +2%
CA
1213
Claro Advisors
Massachusetts
$10.6M +$158K +643 +2%
XWM
1214
Xcel Wealth Management
Florida
$10.6M -$2.18M -8,867 -17%
IB
1215
Intrust Bank
Kansas
$10.6M +$29.2K +119 +0.3%
MAM
1216
Mirabaud Asset Management
United Kingdom
$10.6M -$191K -785 -2%
PCA
1217
Providence Capital Advisors
North Carolina
$10.6M +$103K +419 +1%
MCM
1218
Moore Capital Management
New York
$10.6M +$10.6M +43,171 New
KCPG
1219
Kavar Capital Partners Group
Kansas
$10.6M +$224K +915 +2%
JCM
1220
Jacobi Capital Management
Pennsylvania
$10.6M +$251K +1,024 +2%
Alyeska Investment Group
1221
Alyeska Investment Group
Illinois
$10.5M +$10.5M +42,994 New
KA
1222
Kintegral Advisory
New York
$10.5M -$35.3K -144 -0.3%
CIM
1223
Contravisory Investment Management
Massachusetts
$10.5M +$1.18M +4,814 +13%
PL
1224
Parthenon LLC
Kentucky
$10.5M -$736K -3,000 -7%
BL
1225
BCWM LLC
Kansas
$10.5M -$181K -737 -2%
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