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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 %
WAM
1351
Werlinich Asset Management
Connecticut
$8.63M – – –
P
1352
Paradiem
Louisiana
$8.63M – – –
QI
1353
Qtron Investments
Massachusetts
$8.6M -$343K -1,398 -4%
LSA
1354
L & S Advisors
California
$8.58M -$2.88M -11,744 -25%
OPW
1355
Osprey Private Wealth
New York
$8.58M +$1.55M +6,300 +22%
FFN
1356
Focus Financial Network
Minnesota
$8.58M +$57.4K +234 +0.7%
SC
1357
Syon Capital
California
$8.56M +$1.22M +4,966 +17%
EW
1358
Evexia Wealth
Wisconsin
$8.55M -$127K -543 -1%
IA
1359
IFC Advisors
California
$8.55M +$37.5K +153 +0.4%
CAAS
1360
Capital Asset Advisory Services
Michigan
$8.54M -$1.18M -4,816 -12%
AAM
1361
Augustine Asset Management
Florida
$8.53M +$28K +114 +0.3%
MCCP
1362
Mission Creek Capital Partners
California
$8.52M -$147K -960 -2%
LFM
1363
LGT Fund Management
Liechtenstein
$8.52M -$1.34M -5,445 -14%
FCMT
1364
Founders Capital Management (Texas)
Texas
$8.51M -$126K -515 -1%
ALC
1365
Alexander Labrunerie & Co
Missouri
$8.51M +$66K +269 +0.8%
MYIA
1366
Mount Yale Investment Advisors
Colorado
$8.48M -$490K -1,997 -5%
CCM
1367
Cinctive Capital Management
New York
$8.48M +$8.48M +34,566 New
CCA
1368
Checchi Capital Advisers
California
$8.48M -$56.2K -229 -0.7%
RA
1369
RFG Advisory
Alabama
$8.47M +$1.01M +4,118 +14%
MLIC
1370
Mandatum Life Insurance Company
Finland
$8.46M – – –
PTC
1371
Philadelphia Trust Company
Pennsylvania
$8.45M -$375K -1,527 -4%
AAS
1372
Ameritas Advisory Services
Nebraska
$8.45M -$2.36M -9,733 -22%
CI
1373
Cavalier Investments
Georgia
$8.44M +$7.29M +29,717 +633%
HWAM
1374
Hennion & Walsh Asset Management
New Jersey
$8.44M +$766K +3,122 +10%
BA
1375
Baugh & Associates
Georgia
$8.42M -$23.2K -97 -0.3%
53 54
55
56 57