JPM icon

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 %
AIM
1851
Acropolis Investment Management
Missouri
$4.93M -$24.5K -100 -0.5%
CFP
1852
Catalyst Financial Partners
Massachusetts
$4.92M +$196K +799 +4%
NL
1853
NWAM LLC
Washington
$4.92M -$1.08M -4,398 -18%
SLT
1854
St Louis Trust
Missouri
$4.92M +$248K +1,011 +5%
PIP
1855
Peachtree Investment Partners
Florida
$4.92M +$114K +464 +2%
OFS
1856
OneAscent Financial Services
Alabama
$4.91M +$228K +933 +5%
IP
1857
Investment Partners
Ohio
$4.9M +$141K +573 +3%
AWE
1858
Avidian Wealth Enterprises
Texas
$4.9M +$13.2K +54 +0.3%
NIP
1859
Nicholas Investment Partners
California
$4.9M – – –
CIC
1860
Chilton Investment Company
Connecticut
$4.89M +$1.08M +4,421 +28%
MSK
1861
Melissa S. Kampmann
$4.89M +$33.1K +135 +0.7%
SMH
1862
Sanders Morris Harris
Texas
$4.89M – – –
Edgewood Management
1863
Edgewood Management
Connecticut
$4.89M -$59.4K -242 -1%
FTF
1864
Freedom Together Foundation
New York
$4.87M – – –
KCP
1865
Kera Capital Partners
California
$4.87M +$62.3K +254 +1%
AWM
1866
Avaii Wealth Management
Wisconsin
$4.86M +$3.67M +14,951 +308%
LJAC
1867
L.J. Altfest & Co
New York
$4.86M -$215K -878 -4%
NWM
1868
Northcape Wealth Management
New York
$4.85M -$107K -436 -2%
AP
1869
Adero Partners
California
$4.84M +$115K +469 +2%
WA
1870
Wasatch Advisors
Utah
$4.83M +$123K +500 +3%
FBC
1871
Fairfield, Bush & Co
Connecticut
$4.82M -$184K -749 -4%
IP
1872
Intellectus Partners
California
$4.79M -$64K -261 -1%
RFA
1873
Resurgent Financial Advisors
Georgia
$4.79M -$97.1K -396 -2%
OFA
1874
Oak Family Advisors
Illinois
$4.78M +$216K +879 +5%
PCM
1875
Poehling Capital Management
Wisconsin
$4.78M -$16.9K -69 -0.4%
73 74
75
76 77