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 %
SNB
1326
Security National Bank
Nebraska
$9.03M +$358K +1,458 +4%
MWAM
1327
Manhattan West Asset Management
California
$9M +$624K +2,542 +7%
SHA
1328
Seneca House Advisors
Virginia
$9M -$262K -1,069 -3%
CWM
1329
Cordatus Wealth Management
Pennsylvania
$8.97M +$36.6K +149 +0.4%
HCM
1330
Hodges Capital Management
Texas
$8.95M -$1.92M -7,820 -18%
HI
1331
Harbour Investments
Wisconsin
$8.94M +$85.9K +350 +1%
TA
1332
TFG Advisers
Michigan
$8.94M +$121K +495 +1%
AT
1333
American Trust
Kentucky
$8.91M -$64K -261 -0.7%
WWM
1334
Western Wealth Management
Colorado
$8.9M +$269K +1,095 +3%
FWP
1335
FAS Wealth Partners
Kansas
$8.88M +$189K +770 +2%
SIA
1336
Schechter Investment Advisors
Michigan
$8.88M -$1.51M -6,171 -15%
MA
1337
McBroom & Associates
Nevada
$8.85M -$123K -501 -1%
DIA
1338
Dean Investment Associates
Ohio
$8.84M -$935K -3,810 -10%
KJHP
1339
K.J. Harrison & Partners
Ontario, Canada
$8.79M -$6.56M -26,756 -43%
CM
1340
Churchill Management
California
$8.77M -$76K -310 -0.9%
SB
1341
Strategic Blueprint
Georgia
$8.76M +$501K +2,041 +6%
SFI
1342
SPC Financial Inc
Maryland
$8.76M -$307K -1,250 -3%
BRM
1343
Boston Research & Management
Massachusetts
$8.74M -$314K -1,280 -3%
CAM
1344
Columbia Asset Management
Michigan
$8.72M -$711K -2,899 -8%
TNBTD
1345
Trustmark National Bank Trust Department
Mississippi
$8.72M +$1.26M +5,149 +17%
BGC
1346
Beutel, Goodman & Co
Ontario, Canada
$8.71M +$8.71M +35,488 New
EM
1347
Excalibur Management
Massachusetts
$8.68M -$64.8K -264 -0.7%
ST
1348
Somerset Trust
Pennsylvania
$8.68M -$18.2K -74 -0.2%
GFA
1349
Gifford Fong Associates
California
$8.66M – – –
SC
1350
Skylands Capital
Wisconsin
$8.66M -$478K -1,950 -5%
52 53
54
55 56