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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 %
GLR
1551
Great Lakes Retirement
Ohio
$6.93M +$94K +383 +1%
LC
1552
Lincoln Capital
Nebraska
$6.92M -$123K -520 -2%
MIM
1553
MTM Investment Management
South Carolina
$6.92M -$104K -428 -1%
BWG
1554
Berry Wealth Group
Texas
$6.91M -$182K -740 -3%
RBC
1555
Romano Brothers & Co
Illinois
$6.91M -$185K -755 -3%
PCA
1556
Peddock Capital Advisors
Massachusetts
$6.89M -$111K -451 -2%
SIA
1557
SeaBridge Investment Advisors
New Jersey
$6.88M +$313K +1,275 +5%
MSA
1558
Marino Stram & Associates
Massachusetts
$6.88M +$12.8K +52 +0.2%
PTP
1559
Platform Technology Partners
New York
$6.88M +$216K +880 +3%
HNW
1560
High Note Wealth
Minnesota
$6.87M -$7.6K -31 -0.1%
HIC
1561
Holderness Investments Company
North Carolina
$6.87M +$26.5K +108 +0.4%
SW
1562
SkyOak Wealth
Michigan
$6.87M +$1.23K +5 +0%
FAM
1563
Formidable Asset Management
Ohio
$6.86M -$279K -1,139 -4%
SAW
1564
Signal Advisors Wealth
Michigan
$6.83M +$794K +3,237 +13%
GFP
1565
Gryphon Financial Partners
Ohio
$6.83M -$313K -1,276 -4%
CCAM
1566
Codex Capital Asset Management
Texas
$6.83M – – –
GWANC
1567
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.81M +$248K +1,013 +4%
HKIM
1568
Hayek Kallen Investment Management
Alabama
$6.79M +$61.1K +249 +0.9%
LWM
1569
LJI Wealth Management
Indiana
$6.79M +$15K +61 +0.2%
AW
1570
Atlas Wealth
Ohio
$6.79M -$231K -943 -3%
APIM
1571
Agate Pass Investment Management
Washington
$6.77M +$568K +2,315 +9%
LDB
1572
Lee, Danner & Bass
Tennessee
$6.77M +$724K +2,950 +12%
SWM
1573
Scissortail Wealth Management
Oklahoma
$6.76M -$164K -669 -2%
FFA
1574
Founders Financial Alliance
North Carolina
$6.75M +$321K +1,310 +5%
SFG
1575
Stonebridge Financial Group
Pennsylvania
$6.75M +$5.7M +23,239 +545%
61 62
63
64 65