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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 %
MSAM
1751
Moloney Securities Asset Management
Missouri
$5.51M -$832K -3,391 -13%
LC
1752
Legacy CG
Texas
$5.51M -$255K -1,040 -4%
SSWM
1753
Sheets Smith Wealth Management
North Carolina
$5.49M -$88.1K -359 -2%
SLC
1754
Second Line Capital
Louisiana
$5.47M +$163K +666 +3%
IAS
1755
IMA Advisory Services
Colorado
$5.47M -$161K -658 -3%
HCM
1756
Howard Capital Management
Georgia
$5.46M -$687K -2,800 -11%
IFPG
1757
Intrepid Financial Planning Group
Indiana
$5.46M +$245 +1 +0%
GD
1758
Grandfield & Dodd
New York
$5.46M -$57.9K -236 -1%
ATC
1759
Adirondack Trust Company
New York
$5.46M -$32.1K -131 -0.6%
SIM
1760
Studio Investment Management
Illinois
$5.46M -$167K -679 -3%
CIA
1761
Cohen Investment Advisors
New Hampshire
$5.45M +$9.08K +37 +0.2%
PRS
1762
Pinkerton Retirement Specialists
Idaho
$5.45M -$63K -257 -1%
ACM
1763
Altrius Capital Management
North Carolina
$5.45M +$94.7K +386 +2%
GCM
1764
Gables Capital Management
Florida
$5.45M -$12.3K -50 -0.2%
XSC
1765
X-Square Capital
Puerto Rico
$5.45M +$124K +507 +2%
NPA
1766
Nichols & Pratt Advisers
Massachusetts
$5.44M -$71.1K -290 -1%
RCG
1767
Regatta Capital Group
California
$5.43M +$27.2K +111 +0.5%
NSB
1768
Norway Savings Bank
Maine
$5.42M -$38.5K -157 -0.7%
VWM
1769
Valley Wealth Managers
New Jersey
$5.4M -$214K -874 -4%
HA
1770
Hamel Associates
New Jersey
$5.4M -$1.28M -5,220 -19%
BRCM
1771
Bright Rock Capital Management
Massachusetts
$5.4M -$3.68M -15,000 -41%
NDSI
1772
Newman Dignan & Sheerar Inc
Rhode Island
$5.39M -$228K -929 -4%
TPI
1773
Trust Point Inc
Wisconsin
$5.39M -$1.07M -4,356 -17%
BCM
1774
Blume Capital Management
California
$5.39M -$285K -1,162 -5%
HI
1775
Horizon Investments
North Carolina
$5.39M +$3.41K +14 +0.1%
69 70
71
72 73