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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 %
AIP
1501
Ameritas Investment Partners
Nebraska
$7.31M -$151K -616 -2%
HEIP
1502
Hudson Edge Investment Partners
New Jersey
$7.31M -$3.34M -13,609 -31%
IIC
1503
Integrated Investment Consultants
Michigan
$7.31M +$2.49M +10,155 +52%
ZCI
1504
Zevenbergen Capital Investments
Washington
$7.3M -$136K -555 -2%
SCM
1505
Sitrin Capital Management
California
$7.29M -$1.78M -7,245 -20%
SACTSONJ
1506
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$7.29M – – –
IA
1507
IFG Advisory
Georgia
$7.28M +$362K +1,476 +5%
FDP
1508
Financiere des Professionnels
Quebec, Canada
$7.28M -$1.1M -4,475 -13%
KWA
1509
Kingswood Wealth Advisors
California
$7.28M -$588K -2,399 -7%
HCM
1510
Hall Capital Management
Rhode Island
$7.27M +$390K +1,591 +6%
SPG
1511
Strategic Planning Group
Utah
$7.26M -$159K -647 -2%
AC
1512
Avestar Capital
New York
$7.24M +$507K +2,065 +8%
ACM
1513
Argyle Capital Management
Pennsylvania
$7.23M +$736 +3 +0%
BCM
1514
Buckhead Capital Management
Georgia
$7.23M +$2.94K +12 +0%
MIS
1515
Morningstar Investment Services
Illinois
$7.21M -$7.73M -31,503 -52%
PCM
1516
Patient Capital Management
Maryland
$7.21M -$736 -3 -0%
AA
1517
Argent Advisors
Louisiana
$7.21M +$140K +572 +2%
HCM
1518
Hengehold Capital Management
Ohio
$7.19M -$89K -363 -1%
CW
1519
CreativeOne Wealth
Kansas
$7.19M +$1.11M +4,525 +18%
WE
1520
Wealth Effects
Massachusetts
$7.18M -$312K -1,270 -4%
ANB
1521
Amarillo National Bank
Texas
$7.18M – – –
GIA
1522
Guyasuta Investment Advisors
Pennsylvania
$7.17M -$2.14M -8,724 -23%
ESB
1523
Essex Savings Bank
Connecticut
$7.17M +$157K +641 +2%
FSG
1524
Financial Strategies Group
Michigan
$7.16M -$228K -978 -3%
FLI
1525
Family Legacy Inc
South Carolina
$7.15M -$563K -2,297 -7%
59 60
61
62 63