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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 %
LG
1451
Leuthold Group
Minnesota
$7.7M -$546K -2,224 -7%
SAM
1452
Sompo Asset Management
Japan
$7.7M -$496K -2,020 -6%
AWM
1453
Accurate Wealth Management
Florida
$7.68M +$354K +1,499 +5%
SBIA
1454
Sheaff Brock Investment Advisors
Indiana
$7.67M -$65.3K -266 -0.8%
GBT
1455
Grove Bank & Trust
Florida
$7.66M +$689K +2,808 +10%
MA
1456
MSA Advisors
California
$7.65M +$944K +3,850 +14%
AFM
1457
Abbot Financial Management
Massachusetts
$7.65M +$33.6K +137 +0.4%
NAM
1458
NTV Asset Management
West Virginia
$7.65M -$580K -2,364 -7%
CD
1459
Chapin Davis
Maryland
$7.64M -$322K -1,311 -4%
CFCI
1460
Comprehensive Financial Consultants Institutional
Indiana
$7.62M -$300K -1,224 -4%
ARC
1461
Advisor Resource Council
Texas
$7.6M +$7.6M +35,103 New
ICP
1462
Ironvine Capital Partners
Nebraska
$7.6M – – –
SCM
1463
Summerhill Capital Management
Ontario, Canada
$7.58M -$2.25M -9,175 -23%
PG
1464
Patten Group
Tennessee
$7.58M -$184K -750 -2%
SQA
1465
Simon Quick Advisors
New Jersey
$7.58M +$1.26M +5,155 +20%
HCA
1466
Horan Capital Advisors
Ohio
$7.57M -$157K -640 -2%
LAM
1467
L2 Asset Management
Massachusetts
$7.56M +$1.36M +5,543 +22%
SSW
1468
Stone Summit Wealth
Florida
$7.55M -$81.9K -334 -1%
NB
1469
Northwest Bancshares
Pennsylvania
$7.54M -$362K -1,476 -5%
PFGIA
1470
Patriot Financial Group Insurance Agency
Massachusetts
$7.51M +$28K +114 +0.4%
DIM
1471
DLK Investment Management
California
$7.51M -$1.88M -7,678 -20%
WBWA
1472
William B. Walkup & Associates
South Carolina
$7.5M – – –
AIM
1473
AMI Investment Management
Indiana
$7.49M -$328K -1,338 -4%
RFN
1474
RDA Financial Network
Iowa
$7.49M -$43.2K -176 -0.6%
KA
1475
Kovack Advisors
Florida
$7.48M -$353K -1,440 -5%
57 58
59
60 61