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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 %
GL
1276
Graypoint LLC
New York
$9.77M +$981 +4 +0%
LC
1277
Lindbrook Capital
California
$9.76M -$116K -472 -1%
VST
1278
Van Strum & Towne
California
$9.76M +$403K +1,644 +4%
SAM
1279
Smartleaf Asset Management
Massachusetts
$9.75M +$338K +1,392 +4%
NC
1280
NBW Capital
Massachusetts
$9.73M -$3.22M -13,111 -25%
DIP
1281
DT Investment Partners
Pennsylvania
$9.73M -$269K -1,097 -3%
UF
1282
Univest Financial
Pennsylvania
$9.73M -$238K -970 -2%
WAS
1283
WESPAC Advisors SoCal
California
$9.7M -$418K -1,705 -4%
CC
1284
Constitution Capital
Connecticut
$9.7M +$379K +1,545 +4%
SAM
1285
Selway Asset Management
$9.68M -$256K -1,045 -3%
RFMS
1286
RWQ Financial Management Services
Florida
$9.68M -$15.2M -61,919 -61%
CAG
1287
Csenge Advisory Group
Florida
$9.67M +$1.62M +6,988 +20%
MBTD
1288
Mechanics Bank - Trust Department
California
$9.66M -$153K -622 -2%
FFG
1289
Frisch Financial Group
New York
$9.65M -$1.99M -8,098 -17%
TPA
1290
Trivium Point Advisory
Connecticut
$9.64M -$495K -2,019 -5%
CNBTD
1291
Citizens National Bank Trust Department
Mississippi
$9.64M -$2.45K -10 -0%
SP
1292
Stablepoint Partners
Massachusetts
$9.6M -$1.21M -4,952 -11%
SA
1293
Strategic Advisors
New York
$9.57M -$935K -3,813 -9%
HZ
1294
Hixon Zuercher
Ohio
$9.57M -$4.42K -18 -0%
LSWM
1295
Lorne Steinberg Wealth Management
Canada
$9.52M -$52.5K -214 -0.5%
FIB
1296
First Interstate Bank
Montana
$9.5M -$709K -2,889 -7%
DDC
1297
DF Dent & Co
Maryland
$9.49M +$687K +2,801 +8%
BWM
1298
BigSur Wealth Management
Florida
$9.49M +$1.31M +5,340 +16%
SCM
1299
Shelton Capital Management
Colorado
$9.49M -$14M -56,949 -60%
AWA
1300
Arete Wealth Advisors
Illinois
$9.48M +$4.54M +32,490 +92%
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