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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 %
BDS
1826
Banco de Sabadell
Florida
$5.12M +$708K +2,884 +16%
MWM
1827
Massachusetts Wealth Management
Massachusetts
$5.11M -$164K -670 -3%
BFA
1828
Beaumont Financial Advisors
Massachusetts
$5.11M -$13.5K -55 -0.3%
GGHC
1829
Gilder Gagnon Howe & Co
New York
$5.1M -$27.2K -111 -0.5%
AHIA
1830
Andrew Hill Investment Advisors
Florida
$5.1M -$935K -3,810 -15%
FWM
1831
Finer Wealth Management
Massachusetts
$5.1M +$85.1K +347 +2%
OWA
1832
Octavia Wealth Advisors
Ohio
$5.1M -$621K -2,530 -11%
QI
1833
QV Investors
Alberta, Canada
$5.08M -$1.24M -5,070 -20%
AA
1834
ALPS Advisors
Colorado
$5.07M -$225K -917 -4%
TNA
1835
True North Advisors
Texas
$5.07M -$575K -2,344 -10%
ZIG
1836
Zullo Investment Group
Pennsylvania
$5.07M +$33.9K +138 +0.7%
DA
1837
Doliver Advisors
Texas
$5.06M -$67.7K -276 -1%
AI
1838
Accredited Investors
Minnesota
$5.05M -$95.9K -391 -2%
PWA
1839
Providence Wealth Advisors
Illinois
$5.04M -$9.23K -38 -0.2%
CVA
1840
Central Valley Advisors
California
$5.02M -$658K -2,683 -12%
V
1841
VeraBank
Texas
$5.01M -$155K -631 -3%
IUHSA
1842
Itau Unibanco Holding S.A.
Brazil
$5M +$5M +20,394 New
FAP
1843
Financial Advisory Partners
Florida
$5M -$87.1K -355 -2%
DC
1844
DeDora Capital
California
$4.99M -$67.9K -277 -1%
PB
1845
Pinnacle Bancorp
Nebraska
$4.98M -$53K -216 -1%
VCM
1846
Violich Capital Management
California
$4.97M +$33.1K +135 +0.7%
MGWM
1847
Marks Group Wealth Management
Minnesota
$4.97M -$19.4K -79 -0.4%
AO
1848
Advisor OS
Illinois
$4.96M +$235K +956 +5%
AWA
1849
Aaron Wealth Advisors
Illinois
$4.95M +$299K +1,218 +6%
PP
1850
Pacifica Partners
Canada
$4.94M -$134K -585 -3%
72 73
74
75 76