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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 %
FMTCOCP
1876
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.78M -$165K -671 -3%
EWM
1877
Evermay Wealth Management
Virginia
$4.77M -$133K -543 -3%
ZF
1878
Zhang Financial
Michigan
$4.77M +$1.73M +7,067 +57%
PFA
1879
Pure Financial Advisors
California
$4.76M -$60.3K -246 -1%
BO
1880
Bank OZK
Arkansas
$4.76M -$103K -419 -2%
FFS
1881
Fischer Financial Services
Pennsylvania
$4.75M +$43.4K +177 +0.9%
KA
1882
Klingman & Associates
New York
$4.75M +$306K +1,248 +7%
HCM
1883
Huber Capital Management
California
$4.74M – – –
FAIM
1884
Financial Advocates Investment Management
Washington
$4.73M -$267K -1,088 -5%
SWA
1885
Sax Wealth Advisors
New Jersey
$4.73M +$747K +3,046 +19%
SW
1886
StrongBox Wealth
Missouri
$4.73M -$316K -1,288 -6%
HIC
1887
Harvey Investment Company
Kentucky
$4.73M – – –
SPC
1888
Spirepoint Private Client
Florida
$4.73M -$32.6K -133 -0.7%
TWP
1889
Tyche Wealth Partners
Texas
$4.72M -$113K -459 -2%
PSB
1890
Piscataqua Savings Bank
New Hampshire
$4.72M +$150K +611 +3%
RDFA
1891
Ritter Daniher Financial Advisory
Ohio
$4.71M -$24.3K -99 -0.5%
WPC
1892
White Pine Capital
Minnesota
$4.71M +$67.5K +275 +1%
RMAM
1893
Raab & Moskowitz Asset Management
New Jersey
$4.7M -$56.2K -229 -1%
FIC
1894
FCG Investment Company
Tennessee
$4.7M -$20.4K -83 -0.4%
GIM
1895
Gold Investment Management
Alberta, Canada
$4.69M +$59.4K +242 +1%
SWM
1896
Segment Wealth Management
Texas
$4.69M +$877K +3,576 +23%
BHB
1897
Bank Hapoalim BM
Israel
$4.69M -$187K -763 -4%
SWM
1898
Sculati Wealth Management
Michigan
$4.68M -$71.4K -291 -2%
TP
1899
Tranquility Partners
Tennessee
$4.68M +$66K +269 +1%
NF
1900
Nvest Financial
New Hampshire
$4.68M – – –
74 75
76
77 78