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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 %
LA
1601
Legacy Advisors
Pennsylvania
$6.55M +$15.2K +62 +0.2%
ACM
1602
Alta Capital Management
Utah
$6.54M -$27.5K -112 -0.4%
MCM
1603
McRae Capital Management
New Jersey
$6.54M -$4.23M -17,241 -39%
CST
1604
Charles Schwab Trust
Nevada
$6.54M -$700K -2,854 -10%
CWMK
1605
Caliber Wealth Management (Kansas)
Kansas
$6.54M +$6.54M +26,645 New
MCA
1606
MSH Capital Advisors
Arizona
$6.53M -$902K -3,678 -12%
UBG
1607
United Bank (Georgia)
Georgia
$6.53M -$192K -783 -3%
JWCA
1608
J.W. Coons Advisors
Ohio
$6.53M -$110K -450 -2%
CI
1609
Cherokee Insurance
Michigan
$6.5M – – –
DA
1610
Dover Advisors
Virginia
$6.5M +$2.18M +8,891 +51%
EHC
1611
Everett Harris & Co
California
$6.48M +$43.9K +179 +0.7%
LAM
1612
Lingohr Asset Management
Germany
$6.48M +$5.78M +23,720 +835%
IC
1613
Inscription Capital
Texas
$6.47M +$6.47M +32,315 New
TSWM
1614
Triangle Securities Wealth Management
North Carolina
$6.46M -$157K -638 -2%
OPA
1615
Old Port Advisors
Maine
$6.45M -$126K -513 -2%
CAMV
1616
Concord Asset Management (Virginia)
Virginia
$6.45M +$230K +956 +4%
MHS
1617
M Holdings Securities
Oregon
$6.44M +$107K +435 +2%
LCM
1618
Liberty Capital Management
Michigan
$6.44M +$121K +495 +2%
AL
1619
Aspiriant LLC
California
$6.44M -$246K -1,002 -4%
OAM
1620
Occidental Asset Management
California
$6.43M +$553K +2,256 +9%
EFG
1621
Everhart Financial Group
Ohio
$6.42M +$151K +614 +2%
CAM
1622
Covenant Asset Management
New Jersey
$6.41M -$119K -485 -2%
A
1623
Argentarii
Ohio
$6.4M +$117K +475 +2%
JF
1624
Jericho Financial
Ohio
$6.4M -$190K -775 -3%
AIS
1625
AM Investment Strategies
Tennessee
$6.39M +$9.57K +39 +0.1%
63 64
65
66 67