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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 %
TCBWMS
1226
Texas Capital Bank Wealth Management Services
Texas
$10.5M -$2.1M -8,562 -17%
BA
1227
Bridgewater Advisors
New York
$10.5M +$99.6K +407 +1%
MCM
1228
Maltese Capital Management
New York
$10.4M +$2.47M +10,050 +31%
FMTC
1229
Farmers & Merchants Trust Company
California
$10.4M -$268K -1,094 -3%
BCCM
1230
Bridge Creek Capital Management
Massachusetts
$10.4M -$706K -2,880 -6%
APSI
1231
Asset Planning Services Inc
Louisiana
$10.3M -$76K -310 -0.7%
OSNBOA
1232
Old Second National Bank of Aurora
Illinois
$10.3M -$51K -208 -0.5%
CWM
1233
Compass Wealth Management
Connecticut
$10.3M -$700K -2,854 -6%
VFM
1234
Viking Fund Management
North Dakota
$10.3M – – –
RFA
1235
Rollins Financial Advisors
New York
$10.3M +$2.78M +11,325 +37%
SIA
1236
Soltis Investment Advisors
Utah
$10.3M +$2.14M +8,706 +26%
NCM
1237
Nelson Capital Management
California
$10.3M -$36.1K -147 -0.4%
AG
1238
Advocate Group
Minnesota
$10.3M -$554K -2,257 -5%
MIH
1239
Meitav Investment House
Israel
$10.3M -$38.5M -157,156 -79%
PA
1240
PFG Advisors
Arizona
$10.2M +$1.99M +8,115 +24%
NS
1241
NBC Securities
Alabama
$10.2M +$10.2M +41,555 +101,354%
BFG
1242
Beacon Financial Group
Texas
$10.2M -$212K -866 -2%
I
1243
InvesTrust
Oklahoma
$10.2M -$649K -2,646 -6%
BBP
1244
Banco BTG Pactual
Brazil
$10.2M +$6.58M +26,843 +183%
TL
1245
Tradewinds LLC
North Carolina
$10.2M -$153K -622 -1%
BSC
1246
Brown Shipley & Co
United Kingdom
$10.2M -$1.46M -5,944 -13%
RSWM
1247
Robertson Stephens Wealth Management
California
$10.1M +$517K +2,106 +5%
GHA
1248
GW Henssler & Associates
Georgia
$10.1M +$10.1M +41,206 New
CWM
1249
Chronos Wealth Management
Florida
$10.1M -$98.1K -400 -1%
EARNEST Partners
1250
EARNEST Partners
Georgia
$10.1M -$58.9K -240 -0.6%
48 49
50
51 52