JPM icon

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 %
BA
1301
Bristlecone Advisors
Washington
$9.47M -$22.6K -92 -0.2%
MP
1302
McDonald Partners
Ohio
$9.39M -$152K -621 -2%
CWM
1303
Chemistry Wealth Management
New York
$9.39M -$8.34K -34 -0.1%
AAMA
1304
Advanced Asset Management Advisors
Ohio
$9.37M +$245 +1 +0%
AWM
1305
Avior Wealth Management
Nebraska
$9.36M -$1.17M -4,758 -11%
HCM
1306
Hilton Capital Management
New York
$9.35M +$234K +953 +3%
CT
1307
Chicago Trust
Illinois
$9.32M -$541K -2,204 -5%
LFA
1308
Legacy Financial Advisors
Kentucky
$9.31M -$55.2K -225 -0.6%
BB
1309
Berkshire Bank
Massachusetts
$9.29M -$232K -944 -2%
LT
1310
Legacy Trust
Michigan
$9.29M -$4.91K -20 -0.1%
BWL
1311
Bogart Wealth LLC
Virginia
$9.28M -$4.17K -17 -0%
SFA
1312
Semmax Financial Advisors
North Carolina
$9.24M +$268K +1,057 +3%
HCM
1313
Howland Capital Management
Massachusetts
$9.24M +$770K +3,138 +9%
DW30
1314
Drucker Wealth 3.0
New Jersey
$9.23M -$287K -1,170 -3%
UAM
1315
Unison Asset Management
Florida
$9.2M -$504K -2,241 -5%
KIM
1316
Kestra Investment Management
Texas
$9.2M +$2.62M +10,666 +40%
DLCIG
1317
D.L. Carlson Investment Group
New Hampshire
$9.18M -$440K -1,794 -5%
GCM
1318
Genus Capital Management
British Columbia, Canada
$9.16M +$9.16M +37,353 New
BWAM
1319
Boyd Watterson Asset Management
Ohio
$9.15M -$417K -1,698 -4%
OL
1320
Owen LaRue
Kentucky
$9.13M +$260K +1,060 +3%
CICC
1321
Capital Investment Counsel (Colorado)
Colorado
$9.11M -$209K -853 -2%
AOWM
1322
Alpha Omega Wealth Management
Virginia
$9.07M -$416K -1,697 -4%
SBFM
1323
S-Bank Fund Management
Finland
$9.06M +$9.06M +36,936 New
WAS
1324
Wealth Advisory Solutions
Indiana
$9.04M -$1.22M -4,977 -12%
SAI
1325
Systematic Alpha Investments
New Jersey
$9.03M – – –
51 52
53
54 55