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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
62.38%
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 %
BEC
1701
Blue Edge Capital
Virginia
$5.81M -$15K -61 -0.3%
HWM
1702
Hohimer Wealth Management
Washington
$5.81M +$3.7M +15,065 +175%
CIAS
1703
Capital Investment Advisory Services
North Carolina
$5.81M +$131K +534 +2%
LS
1704
Leelyn Smith
Illinois
$5.79M -$166K -676 -3%
NG
1705
Novem Group
New York
$5.79M +$301K +1,228 +5%
CPW
1706
Cove Private Wealth
New York
$5.77M +$936K +3,814 +19%
MFS
1707
Monetta Financial Services
Illinois
$5.76M – – –
WPW
1708
Waldron Private Wealth
Pennsylvania
$5.76M -$5.97M -24,344 -51%
EWM
1709
EPG Wealth Management
Georgia
$5.75M -$374K -1,523 -6%
SIAG
1710
Signet Investment Advisory Group
Rhode Island
$5.75M -$504K -2,053 -8%
MWA
1711
Midland Wealth Advisors
Illinois
$5.74M -$159K -650 -3%
TPM
1712
Triasima Portfolio Management
Quebec, Canada
$5.73M +$72.1K +294 +1%
SS
1713
SBI Securities
Japan
$5.72M +$773K +3,153 +16%
ORC
1714
O'Rourke & Company
Massachusetts
$5.71M +$45.1K +184 +0.8%
BOS
1715
Bank of Stockton
California
$5.7M -$24.5K -100 -0.4%
KFI
1716
Key Financial Inc
Pennsylvania
$5.7M +$38.8K +158 +0.7%
EFG
1717
Ethos Financial Group
Pennsylvania
$5.69M +$1.13M +4,646 +25%
OC
1718
Optimas Capital
Hong Kong
$5.68M +$2.25M +9,171 +66%
MC
1719
Mathes Company
New York
$5.68M -$164K -670 -3%
BCFS
1720
Butensky & Cohen Financial Security
Florida
$5.65M -$467K -1,905 -8%
AWM
1721
Ameliora Wealth Management
Switzerland
$5.65M – – –
PCTC
1722
Perkins Coie Trust Company
Washington
$5.64M +$119K +486 +2%
EC
1723
Enhancing Capital
Pennsylvania
$5.64M – – –
AF
1724
Ally Financial
Michigan
$5.64M +$5.64M +23,000 New
PBC
1725
Pavion Blue Capital
California
$5.62M -$11K -45 -0.2%
67 68
69
70 71