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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 %
CNC
1626
Citizens & Northern Corp
Pennsylvania
$6.39M +$78.3K +319 +1%
BWM
1627
BNC Wealth Management
Oregon
$6.38M +$284K +1,156 +5%
SCM
1628
Silvant Capital Management
Georgia
$6.37M – – –
MCWS
1629
McKinley Carter Wealth Services
West Virginia
$6.36M -$25.5K -104 -0.4%
CA
1630
CoreCap Advisors
Michigan
$6.36M +$196K +801 +3%
BC
1631
Bowman & Company
Wisconsin
$6.35M +$248K +1,009 +4%
SSI
1632
Scott & Selber Inc
Texas
$6.34M -$39.2K -160 -0.6%
UCI
1633
Uncommon Cents Investing
Wisconsin
$6.34M -$77K -314 -1%
HL
1634
HeadInvest LLC
Maine
$6.31M -$121K -495 -2%
LRPA
1635
L. Roy Papp & Associates
Arizona
$6.31M +$18.9K +77 +0.3%
CRCM
1636
Crystal Rock Capital Management
Illinois
$6.3M -$400K -1,630 -6%
GCM
1637
Garland Capital Management
Washington
$6.29M -$1.12M -4,580 -15%
BL
1638
BFSG LLC
California
$6.29M -$387K -1,576 -6%
MMG
1639
Monetary Management Group
Missouri
$6.28M +$24.5K +100 +0.4%
TSMHT
1640
Thurston Springer Miller Herd & Titak
Indiana
$6.27M +$3.48M +14,182 +125%
KIC
1641
Kensington Investment Counsel
California
$6.27M +$134K +546 +2%
SS
1642
Sunbelt Securities
Texas
$6.27M -$928K -3,783 -13%
AIMA
1643
Ables Iannone Moore & Associates
Georgia
$6.26M -$39K -159 -0.6%
BIG
1644
Brooklyn Investment Group
New York
$6.26M +$1.52M +6,212 +32%
IRAG
1645
Investment Research & Advisory Group
Georgia
$6.25M +$28.7K +117 +0.5%
RWM
1646
RKL Wealth Management
Pennsylvania
$6.24M +$312K +1,273 +5%
BIM
1647
Brentview Investment Management
Illinois
$6.22M +$318K +1,298 +5%
Arrowstreet Capital
1648
Arrowstreet Capital
Massachusetts
$6.22M -$115M -470,724 -95%
PWS
1649
Peloton Wealth Strategists
Indiana
$6.21M -$2.21M -9,010 -26%
IWA
1650
IBEX Wealth Advisors
New Jersey
$6.21M +$1.07M +4,370 +21%
64 65
66
67 68