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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 %
BLC
1801
Brown, Lisle/Cummings
Rhode Island
$5.27M +$109K +445 +2%
CT
1802
Coastline Trust
Rhode Island
$5.27M +$117K +479 +2%
SIA
1803
Strategic Investment Advisors
Michigan
$5.27M -$344K -1,401 -6%
AF
1804
AGP Franklin
Tennessee
$5.27M +$99.5K +427 +2%
HDIM
1805
Hanson & Doremus Investment Management
Vermont
$5.27M +$873K +3,560 +20%
CLA
1806
Carnegie Lake Advisors
New Jersey
$5.26M +$29.7K +121 +0.6%
WAM
1807
Wakefield Asset Management
Colorado
$5.26M +$1.13M +4,596 +27%
SWA
1808
SOA Wealth Advisors
New York
$5.25M +$2.73M +23,094 +108%
VIM
1809
Vista Investment Management
Pennsylvania
$5.25M -$480K -1,956 -8%
DWM
1810
Dynasty Wealth Management
Florida
$5.25M -$542K -2,210 -9%
JGCM
1811
Joseph Group Capital Management
Ohio
$5.24M +$331K +1,349 +7%
SICM
1812
Sustainable Insight Capital Management
New York
$5.24M -$378K -1,543 -7%
VanEck Associates
1813
VanEck Associates
New York
$5.22M -$4.5M -18,338 -46%
RSA
1814
River Street Advisors
Illinois
$5.21M +$50.5K +206 +1%
NG
1815
Norden Group
Utah
$5.19M -$42.7K -174 -0.8%
AMI
1816
Amica Mutual Insurance
Rhode Island
$5.18M – – –
BFPW
1817
BOK Financial Private Wealth
Colorado
$5.18M -$251K -1,022 -5%
CCM
1818
Consolidated Capital Management
California
$5.17M +$5.17M +21,083 New
VFA
1819
Voya Financial Advisors
Connecticut
$5.16M +$308K +1,268 +6%
MUAMU
1820
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.15M -$245K -1,000 -5%
DMKJ
1821
David M. Knott Jr
$5.15M – – –
SCM
1822
SOL Capital Management
Maryland
$5.15M -$4.91K -20 -0.1%
FCM
1823
Fire Capital Management
California
$5.14M +$200K +815 +4%
MG
1824
Mather Group
Illinois
$5.13M +$664K +2,705 +15%
BCM
1825
Brookmont Capital Management
Texas
$5.13M -$494K -2,013 -9%
71 72
73
74 75