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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 %
PS
1726
Pensionfund Sabic
Netherlands
$5.62M -$883K -3,600 -14%
MPIA
1727
Mountain Pacific Investment Advisers
Idaho
$5.61M -$75.6K -308 -1%
ACM
1728
AlphaStar Capital Management
North Carolina
$5.61M +$416K +1,694 +8%
PFM
1729
Patton Fund Management
Texas
$5.6M -$1.66M -6,752 -23%
RZH
1730
Relyea Zuckerberg Hanson
Connecticut
$5.6M -$20.6K -84 -0.4%
FFA
1731
Fragasso Financial Advisors
Pennsylvania
$5.59M +$2.39M +9,734 +74%
TLP
1732
Trinity Legacy Partners
Texas
$5.59M -$965K -3,670 -15%
DFG
1733
Delta Financial Group
New Jersey
$5.58M +$56.3K +227 +1%
KTC
1734
Kentucky Trust Company
Kentucky
$5.57M -$46.1K -188 -0.8%
SFA
1735
Souders Financial Advisors
Ohio
$5.57M -$1.73M -7,034 -24%
NB
1736
Nicolet Bankshares
Wisconsin
$5.57M -$405K -1,649 -7%
CWM
1737
Cornerstone Wealth Management
Missouri
$5.56M +$107K +435 +2%
NCM
1738
NCM Capital Management
New Jersey
$5.56M -$32.1K -131 -0.6%
TBNY
1739
Trustco Bank (New York)
New York
$5.55M +$11.5K +47 +0.2%
AFP
1740
Ausdal Financial Partners
Iowa
$5.55M +$1.26M +5,125 +29%
SCM
1741
Seascape Capital Management
New Hampshire
$5.54M -$144K -587 -3%
WMA
1742
West Michigan Advisors
Michigan
$5.54M -$106K -433 -2%
WC
1743
Wynn Capital
Georgia
$5.54M +$1.06M +4,310 +24%
CAM
1744
Centre Asset Management
New York
$5.53M +$5.53M +22,560 New
MCM
1745
Monarch Capital Management
Indiana
$5.53M -$1.04M -4,257 -16%
HPCM
1746
Hunter Perkins Capital Management
Illinois
$5.53M -$313K -1,278 -5%
FM
1747
Family Management
New York
$5.53M +$185K +753 +3%
LOIM
1748
Liberty One Investment Management
Illinois
$5.52M +$32.6K +133 +0.6%
GL
1749
Governors Lane
New York
$5.52M +$5.52M +22,500 New
AMG
1750
Advisors Management Group
Wisconsin
$5.52M -$26.2K -107 -0.5%
68 69
70
71 72