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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 %
PAG
1651
Private Advisory Group
Washington
$6.2M +$1.07M +4,367 +21%
WCM Investment Management
1652
WCM Investment Management
California
$6.19M -$138K -567 -2%
WP
1653
WealthPLAN Partners
Nebraska
$6.19M -$56.4K -230 -0.9%
LWA
1654
Lineweaver Wealth Advisors
Ohio
$6.18M +$319K +1,302 +5%
AIM
1655
Athena Investment Management
California
$6.18M -$309K -1,258 -5%
MCC
1656
Malaga Cove Capital
California
$6.18M +$20.4K +83 +0.3%
Renaissance Technologies
1657
Renaissance Technologies
New York
$6.17M +$5.68M +23,152 +1,153%
RP
1658
Rowlandmiller & Partners
Georgia
$6.16M +$86.1K +351 +1%
AFA
1659
Arlington Financial Advisors
California
$6.14M +$14.5K +59 +0.2%
MPPLM
1660
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.14M -$227K -926 -4%
EML
1661
Eos Management LP
New York
$6.13M – – –
ITC
1662
Inspire Trust Company
Nevada
$6.13M +$1.47M +6,000 +32%
MVA
1663
Mount Vernon Associates
Maryland
$6.13M +$17.7K +72 +0.3%
ACM
1664
Aquatic Capital Management
Illinois
$6.12M +$6.12M +24,955 New
SAM
1665
Sycomore Asset Management
France
$6.12M – – –
AB
1666
Atlas Brown
Kentucky
$6.11M -$9.81K -40 -0.2%
GBWM
1667
Granite Bay Wealth Management
New Hampshire
$6.1M -$401K -1,633 -6%
RWA
1668
Roberts Wealth Advisors
California
$6.1M -$170K -691 -3%
DCM
1669
Dudley Capital Management
Virginia
$6.1M -$19.4K -79 -0.3%
GJWM
1670
Gilliland Jeter Wealth Management
Arkansas
$6.08M -$130K -531 -2%
CGL
1671
Clarius Group LLC
Washington
$6.07M -$400K -1,631 -6%
RSS
1672
Rosenblum Silverman Sutton
California
$6.04M +$47.3K +193 +0.8%
CI
1673
CX Institutional
Indiana
$6.04M +$263K +1,073 +5%
PPWP
1674
Premier Path Wealth Partners
New Jersey
$6M -$29.7K -121 -0.5%
1IA
1675
1834 Investment Advisors
Wisconsin
$6M -$324K -1,320 -5%
65 66
67
68 69