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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 %
SCI
1676
S&CO Inc
Massachusetts
$5.99M -$73.6K -300 -1%
LM
1677
Lincluden Management
Ontario, Canada
$5.99M -$191K -779 -3%
TPWA
1678
TRUE Private Wealth Advisors
Oregon
$5.97M -$971K -3,960 -14%
WAS
1679
Winch Advisory Services
Wisconsin
$5.96M -$26.7K -109 -0.4%
CWM
1680
Calamos Wealth Management
Illinois
$5.96M +$70.2K +286 +1%
TAP
1681
Tounjian Advisory Partners
Florida
$5.96M +$5.96M +24,284 New
IA
1682
Icon Advisers
Colorado
$5.95M – – –
UB
1683
Umpqua Bank
Oregon
$5.94M -$165K -671 -3%
SIC
1684
Shoker Investment Counsel
Ohio
$5.94M -$4.42K -18 -0.1%
HA
1685
Harbor Advisors
Florida
$5.92M – – –
MAWCM
1686
Mine & Arao Wealth Creation & Management
California
$5.91M +$8.34K +34 +0.1%
GSB
1687
Greenfield Savings Bank
Massachusetts
$5.9M -$71.9K -293 -1%
SIAP
1688
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.9M -$186K -760 -3%
GCA
1689
Gradient Capital Advisors
California
$5.89M -$69.7K -284 -1%
BCM
1690
Bretton Capital Management
California
$5.89M – – –
MFC
1691
Mechanics Financial Corp
Ohio
$5.87M -$31.2K -127 -0.5%
PMSA
1692
Patrick M. Sweeney & Associates
Illinois
$5.87M -$19.6K -80 -0.3%
HCM
1693
Hudson Capital Management
New Jersey
$5.87M +$28.5K +116 +0.5%
TCA
1694
Trifecta Capital Advisors
Illinois
$5.86M +$99.3K +405 +2%
MCB
1695
Morton Community Bank
Illinois
$5.86M -$246K -1,003 -4%
LNWTC
1696
Laird Norton Wetherby Trust Company
Washington
$5.86M – – –
RAM
1697
Roanoke Asset Management
New Jersey
$5.84M +$1.23K +5 +0%
BIP
1698
Blueprint Investment Partners
North Carolina
$5.83M -$46.1K -188 -0.8%
VWMG
1699
Virginia Wealth Management Group
Virginia
$5.83M -$522K -2,129 -8%
CWM
1700
Connecticut Wealth Management
Connecticut
$5.82M +$182K +742 +3%
66 67
68
69 70