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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 %
SWM
1526
SeaCrest Wealth Management
New York
$7.13M +$340K +1,388 +5%
CWP
1527
Concord Wealth Partners
Virginia
$7.13M -$337K -1,374 -5%
SMI
1528
Shelter Mutual Insurance
Missouri
$7.11M – – –
BBA
1529
Baader Bank Aktiengesellschaft
Germany
$7.11M -$1.18M -4,836 -14%
TI
1530
tru Independence
Oregon
$7.11M -$59.1K -241 -0.8%
BONH
1531
Bank of New Hampshire
New Hampshire
$7.11M -$245K -1,000 -3%
TBT
1532
Texas Bank & Trust
Texas
$7.11M -$65.7K -268 -0.9%
NW
1533
Naviter Wealth
Arkansas
$7.11M +$130K +537 +2%
GAG
1534
GM Advisory Group
New York
$7.09M +$229K +932 +3%
CWAG
1535
Compton Wealth Advisory Group
Virginia
$7.04M -$295K -1,203 -4%
MBT
1536
Montecito Bank & Trust
California
$7.04M +$12.3K +50 +0.2%
WIS
1537
Wright Investors Service
Connecticut
$7.04M -$306K -1,249 -4%
MCM
1538
MV Capital Management
Maryland
$7.03M -$14K -57 -0.2%
LFA
1539
Lauterbach Financial Advisors
Texas
$7.01M +$3.93K +16 +0.1%
EW
1540
Evoke Wealth
California
$7.01M +$181K +739 +3%
DWM
1541
Diversify Wealth Management
Utah
$7M +$1.08M +4,422 +18%
HLCM
1542
Hi-Line Capital Management
South Dakota
$7M +$147K +601 +2%
DA
1543
DCM Advisors
New York
$6.99M -$960K -3,934 -12%
SI
1544
Sava Infond
Slovenia
$6.98M -$135K -550 -2%
PGWM
1545
Parisi Gray Wealth Management
New Jersey
$6.98M +$586K +2,387 +9%
PAM
1546
Paradigm Asset Management
New York
$6.96M – – –
EPW
1547
Evergreen Private Wealth
Colorado
$6.96M -$28.5K -116 -0.4%
RCIM
1548
Red Cedar Investment Management
Michigan
$6.94M – – –
ATI
1549
Act Two Investors
California
$6.94M -$11K -45 -0.2%
CI
1550
Cigna Investments
Connecticut
$6.94M -$146K -597 -2%
60 61
62
63 64