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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 %
OFG
1251
Oxford Financial Group
Indiana
$10.1M -$617K -2,516 -6%
RC
1252
RBF Capital
California
$10.1M – – –
WPC
1253
Wedmont Private Capital
Pennsylvania
$10M +$421K +1,783 +4%
PTC
1254
Private Trust Company
Ohio
$10M +$368K +1,501 +4%
PWMAG
1255
Pinnacle Wealth Management Advisory Group
New Jersey
$10M -$39K -159 -0.4%
GCA
1256
Greenwood Capital Associates
South Carolina
$10M -$557K -2,270 -5%
PPW
1257
Parcion Private Wealth
Washington
$10M -$10.1K -41 -0.1%
ACM
1258
Alpha Capital Management
Texas
$10M -$531K -2,165 -5%
GLLW
1259
Graves Light Lenhart Wealth
Virginia
$10M -$37.3K -152 -0.4%
RAM
1260
Redmond Asset Management
Virginia
$9.99M -$95.2K -388 -0.9%
OCAM
1261
Onex Canada Asset Management
Ontario, Canada
$9.96M -$485K -1,978 -5%
ACG
1262
Allen Capital Group
Nebraska
$9.95M +$1M +4,086 +11%
BWS
1263
Buck Wealth Strategies
Colorado
$9.94M -$183K -744 -2%
CGIM
1264
Capital Group Investment Management
Singapore
$9.93M – – –
BAM
1265
Belpointe Asset Management
Nevada
$9.92M +$91K +371 +0.9%
SAM
1266
Socorro Asset Management
Texas
$9.88M +$673K +2,744 +7%
VA
1267
Valmark Advisers
Ohio
$9.86M -$91K -371 -0.9%
PCIG
1268
Partners Capital Investment Group
Massachusetts
$9.83M +$4.68M +19,060 +91%
AIM
1269
Anchor Investment Management
South Carolina
$9.8M -$81.9K -334 -0.8%
QIM
1270
Quest Investment Management
Oregon
$9.79M -$4.07M -16,612 -29%
AMM
1271
American Money Management
California
$9.79M -$191K -780 -2%
FC
1272
Fusion Capital
South Carolina
$9.77M -$109K -443 -1%
BCPWM
1273
Bradley & Co Private Wealth Management
Florida
$9.77M -$942K -3,841 -9%
EFMC
1274
Empire Financial Management Company
New York
$9.77M +$203K +826 +2%
EFM
1275
E Fund Management
China
$9.77M +$1.49M +6,093 +18%
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