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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 %
DE
1776
Diversified Enterprises
Delaware
$5.39M +$2.15M +8,754 +66%
BMC
1777
Beaton Management Company
Massachusetts
$5.39M -$6.13K -25 -0.1%
RCWM
1778
Royal Capital Wealth Management
Indiana
$5.38M +$13.5K +55 +0.3%
SF
1779
Slagle Financial
Illinois
$5.38M +$121K +492 +2%
WIM
1780
Wittenberg Investment Management
Massachusetts
$5.38M -$2.49M -10,133 -32%
SOAMC
1781
Spirit of America Management Corp
New York
$5.37M – – –
ECML
1782
Eagle Capital Management (Louisiana)
Louisiana
$5.36M -$22.8K -93 -0.4%
TGAM
1783
TBH Global Asset Management
Tennessee
$5.36M +$2.75M +11,197 +105%
GS
1784
GWN Securities
Florida
$5.35M +$2.33M +9,122 +77%
JSL
1785
JT Stratford LLC
Georgia
$5.34M +$259K +1,054 +5%
LRWA
1786
Long Run Wealth Advisors
New York
$5.34M +$323K +1,316 +6%
HI
1787
Hudock Inc
Pennsylvania
$5.34M -$61.8K -252 -1%
COI
1788
Connable Office Inc
Michigan
$5.34M -$996K -4,060 -16%
CCWM
1789
Cassaday & Co Wealth Management
Virginia
$5.34M +$185K +756 +4%
SAI
1790
Savvy Advisors Inc
New York
$5.34M +$538K +2,193 +11%
WR
1791
WD Rutherford
Oregon
$5.33M +$21K +90 +0.4%
CFMC
1792
Curbstone Financial Management Corp
New Hampshire
$5.33M -$217K -883 -4%
SIA
1793
SGL Investment Advisors
Montana
$5.32M -$1.9M -7,479 -26%
MCM
1794
Marathon Capital Management
Maryland
$5.32M -$15.2K -62 -0.3%
CAC
1795
Certified Advisory Corp
Florida
$5.31M -$254K -1,035 -5%
TM
1796
TigerOak Management
New Mexico
$5.31M +$109K +445 +2%
WIC
1797
Wilkins Investment Counsel
Massachusetts
$5.29M -$251K -1,025 -5%
SEIA
1798
Signature Estate & Investment Advisors
California
$5.28M -$175K -714 -3%
APG
1799
Abacus Planning Group
South Carolina
$5.28M +$34.8K +142 +0.7%
PRA
1800
Pine Ridge Advisers
New York
$5.27M – – –
70 71
72
73 74