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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 %
CF
1476
Concorde Financial
Texas
$7.48M -$101K -410 -1%
CCA
1477
Cooper Capital Advisors
California
$7.46M -$311K -1,268 -4%
HA
1478
Herold Advisors
New York
$7.46M +$39.3K +160 +0.5%
ITIM
1479
Indiana Trust & Investment Management
Indiana
$7.46M +$215K +875 +3%
OMC
1480
Overbrook Management Corp
New York
$7.46M -$281K -1,145 -4%
AI
1481
Arvest Investments
Arkansas
$7.46M -$1.36M -5,564 -15%
FC
1482
Forte Capital
New York
$7.45M -$167K -679 -2%
SCP
1483
Sandhill Capital Partners
New York
$7.42M +$8.34K +34 +0.1%
MFG
1484
MidWestOne Financial Group
Iowa
$7.42M -$10.5K -43 -0.1%
MIP
1485
Marietta Investment Partners
Wisconsin
$7.42M +$149K +607 +2%
UHC
1486
Union Heritage Capital
Michigan
$7.41M – – –
IA
1487
Integrity Alliance
Iowa
$7.4M +$5.34M +21,774 +259%
EWA
1488
Exencial Wealth Advisors
Oklahoma
$7.39M -$67K -273 -0.9%
CBB
1489
Citizens Business Bank
California
$7.38M +$2.41M +9,820 +48%
AC
1490
Addison Capital
Pennsylvania
$7.38M -$332K -1,354 -4%
HWA
1491
HCR Wealth Advisors
California
$7.36M -$25.8K -105 -0.3%
AH
1492
Allen Holding
New York
$7.36M – – –
AIA
1493
AssuredPartners Investment Advisors
Florida
$7.35M +$337K +1,375 +5%
RMSCM
1494
R.M. Sincerbeaux Capital Management
New York
$7.35M – – –
HPIA
1495
Hamilton Point Investment Advisors
North Carolina
$7.35M +$15.2K +62 +0.2%
BMA
1496
Brooks Moore & Associates
Tennessee
$7.34M -$24.8K -101 -0.3%
RI
1497
Redwood Investments
Massachusetts
$7.33M +$28.9K +118 +0.4%
Parallax Volatility Advisers
1498
Parallax Volatility Advisers
California
$7.33M +$6.83M +27,854 +1,384%
EBT
1499
Enterprise Bank & Trust
Massachusetts
$7.32M +$75.6K +308 +1%
SW
1500
Simplicity Wealth
New Jersey
$7.32M +$3.23M +13,166 +79%
58 59
60
61 62