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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 %
TAM
1426
Trust Asset Management
Texas
$7.95M -$222K -906 -3%
BKA
1427
Brick & Kyle Associates
Pennsylvania
$7.94M -$216K -893 -3%
RA
1428
Ransom Advisory
Rhode Island
$7.94M +$7.94M +32,374 New
EA
1429
Everpar Advisors
Oklahoma
$7.94M -$15.2K -62 -0.2%
CTC (Chicago Trading Company)
1430
CTC (Chicago Trading Company)
Illinois
$7.94M +$5.13M +20,903 +182%
PFBT
1431
Parkside Financial Bank & Trust
Missouri
$7.91M -$188K -768 -2%
PWAM
1432
Private Wealth Asset Management
Iowa
$7.91M +$7.91M +32,232 New
MNBTD
1433
Moody National Bank Trust Division
Texas
$7.9M -$111K -452 -1%
IAS
1434
Insigneo Advisory Services
Florida
$7.9M -$45.1K -184 -0.6%
GSEP
1435
Golden State Equity Partners
California
$7.87M -$138K -561 -2%
Koshinski Asset Management
1436
Koshinski Asset Management
Illinois
$7.86M +$1.34M +5,481 +21%
WP
1437
WealthShield Partners
North Carolina
$7.86M +$678K +2,765 +9%
KCM
1438
Kennedy Capital Management
Missouri
$7.85M -$846K -3,447 -10%
RCAG
1439
Rehmann Capital Advisory Group
Michigan
$7.85M +$498K +2,030 +7%
WWA
1440
WCG Wealth Advisors
Nevada
$7.82M -$530K -2,160 -6%
EGA
1441
E&G Advisors
Texas
$7.79M -$94.3K -385 -1%
ST
1442
Sentinel Trust
Texas
$7.77M -$236K -964 -3%
CNFG
1443
Creegan & Nassoura Financial Group
New Hampshire
$7.76M -$141K -575 -2%
AIM
1444
AHL Investment Management
Florida
$7.76M -$22.1K -90 -0.3%
MMPW
1445
Mitchell McLeod Pugh & Williams
Alabama
$7.76M -$19.1K -78 -0.2%
WTA
1446
Washington Trust Advisors
Massachusetts
$7.76M -$50.3K -205 -0.6%
AG
1447
AlTi Global
New York
$7.75M -$683K -2,784 -8%
BFC
1448
Bedel Financial Consulting
Indiana
$7.75M +$57.6K +231 +0.7%
GWMR
1449
GC Wealth Management RIA
Massachusetts
$7.73M +$205K +834 +3%
PFA
1450
Pathway Financial Advisers
Indiana
$7.71M -$281K -1,145 -4%
56 57
58
59 60