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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 %
BFA
1401
Bill Few Associates
Pennsylvania
$8.18M -$69.4K -283 -0.8%
ECM
1402
Exchange Capital Management
Michigan
$8.17M -$193K -787 -2%
PJSIMP
1403
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.16M -$80.9K -330 -1%
SCM
1404
Stevens Capital Management
Pennsylvania
$8.15M +$7.61M +31,027 +1,401%
OWP
1405
Obermeyer Wealth Partners
Colorado
$8.15M -$340K -1,387 -4%
PKC
1406
Palmer Knight Company
Florida
$8.15M -$130K -528 -2%
MC
1407
Mirabaud & Cie
Switzerland
$8.15M +$3.39M +13,840 +71%
HI
1408
Hoey Investments
Pennsylvania
$8.14M -$789K -3,218 -9%
LHC
1409
Little House Capital
Massachusetts
$8.14M +$139K +568 +2%
ADL
1410
Asset Dedication LLC
California
$8.12M -$1.81M -7,359 -18%
FBFS
1411
First Business Financial Services
Wisconsin
$8.11M +$421K +1,717 +5%
CWP
1412
CFM Wealth Partners
Texas
$8.05M +$342K +1,395 +4%
UWM
1413
Udine Wealth Management
Florida
$8.04M +$434K +1,771 +6%
FMB
1414
Field & Main Bank
Kentucky
$8.04M +$160K +652 +2%
NP
1415
Nilsine Partners
Colorado
$8.03M +$219K +892 +3%
CIP
1416
Capital Insight Partners
Arizona
$8.03M -$131K -535 -2%
BP
1417
BBR Partners
New York
$8.03M -$183K -745 -2%
EWA
1418
EverSource Wealth Advisors
Alabama
$8.02M -$14.5K -59 -0.2%
LSPW
1419
Lake Street Private Wealth
Illinois
$8.02M +$241K +982 +3%
RCA
1420
Resonant Capital Advisors
Wisconsin
$7.99M -$38.3K -156 -0.5%
PAM
1421
Pegasus Asset Management
New York
$7.99M +$38K +155 +0.5%
SP
1422
Stonebrook Private
Michigan
$7.99M -$58.4K -238 -0.7%
HWMO
1423
Heritage Wealth Management (Ohio)
Ohio
$7.96M -$315K -1,284 -4%
WIM
1424
WealthPlan Investment Management
Nebraska
$7.96M +$593K +2,417 +8%
O
1425
Ossiam
France
$7.96M -$302K -1,232 -4%
55 56
57
58 59