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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 %
ACM
1901
Aljian Capital Management
Nevada
$4.67M -$6.13K -25 -0.1%
1WA
1902
180 Wealth Advisors
Washington
$4.67M +$5.64K +23 +0.1%
PCM
1903
Princeton Capital Management
New Jersey
$4.66M +$548K +2,236 +13%
AA
1904
Armis Advisers
Georgia
$4.65M +$3.4M +13,901 +272%
MIM
1905
Miller Investment Management
Pennsylvania
$4.64M – – –
TFA
1906
Trinity Financial Advisors
Ohio
$4.64M +$240K +1,051 +5%
GFG
1907
Goldstone Financial Group
Illinois
$4.63M +$167K +680 +4%
HA
1908
Huntleigh Advisors
Missouri
$4.63M +$91K +371 +2%
LCM
1909
Leisure Capital Management
California
$4.63M -$12.8K -52 -0.3%
CH
1910
Canton Hathaway
Rhode Island
$4.62M – – –
EPIMS
1911
Evelyn Partners Investment Management Services
$4.62M +$4.62M +15,488 New
GIM
1912
Generali Investments Management
Slovenia
$4.62M +$1.14M +4,630 +33%
TPW
1913
Transatlantique Private Wealth
New York
$4.62M -$277K -1,128 -6%
SDWIA
1914
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.61M +$1.72K +7 +0%
MAM
1915
Milestone Asset Management
Pennsylvania
$4.61M +$2.78M +11,348 +153%
BB
1916
Bell Bank
North Dakota
$4.6M +$87.8K +358 +2%
IIA
1917
IPG Investment Advisors
California
$4.59M +$2.97M +12,108 +183%
MIM
1918
Moseley Investment Management
Florida
$4.59M +$29.9K +122 +0.7%
TI
1919
TTP Investments
California
$4.58M +$2.92M +11,901 +176%
MFA
1920
Mayflower Financial Advisors
Massachusetts
$4.57M -$140K -571 -3%
TCPW
1921
Twin City Private Wealth
North Carolina
$4.55M -$58.1K -237 -1%
AAM
1922
Aureus Asset Management
Massachusetts
$4.54M -$35.1K -143 -0.8%
TCM
1923
Teza Capital Management
Illinois
$4.53M +$4.53M +18,481 New
HW
1924
Hedeker Wealth
Illinois
$4.53M -$97.4K -397 -2%
DSAM
1925
Dock Street Asset Management
Florida
$4.52M +$3.81M +15,535 +534%
75 76
77
78 79