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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 %
AWM
1926
Aries Wealth Management
Maine
$4.52M +$135K +552 +3%
MTIC
1927
Missouri Trust & Investment Company
Missouri
$4.52M -$94.2K -384 -2%
SCP
1928
Stamos Capital Partners
California
$4.52M +$148K +604 +3%
PWCM
1929
Processus Wealth & Capital Management
Tennessee
$4.51M -$5.15K -21 -0.1%
LMKC
1930
L.M. Kohn & Company
Ohio
$4.51M +$85.9K +350 +2%
ATWA
1931
Arbor Trust Wealth Advisors
Michigan
$4.5M -$88.8K -362 -2%
IWA
1932
Invera Wealth Advisors
Oregon
$4.5M -$1.48M -6,047 -25%
BWM
1933
BCGM Wealth Management
Indiana
$4.5M +$109K +444 +2%
HDA
1934
Harold Davidson & Associates
California
$4.48M -$96.2K -392 -2%
OC
1935
Opinicus Capital
Florida
$4.46M -$283K -1,152 -6%
DA
1936
Denali Advisors
California
$4.46M -$98.1K -400 -2%
OAM
1937
Oak Asset Management
California
$4.46M +$24.8K +101 +0.6%
AAP
1938
Arax Advisory Partners
Colorado
$4.45M -$252K -1,029 -5%
AIC
1939
Archer Investment Corporation
Indiana
$4.43M -$27K -110 -0.6%
GLA
1940
Good Life Advisors
Pennsylvania
$4.43M -$98.1K -400 -2%
3IP
1941
3Chopt Investment Partners
Virginia
$4.43M +$157K +638 +4%
GWM
1942
Graybill Wealth Management
Illinois
$4.43M +$4.43M +18,050 New
RP
1943
Raelipskie Partnership
Ontario, Canada
$4.43M -$324K -1,322 -7%
QWM
1944
Quadcap Wealth Management
Texas
$4.43M -$212K -863 -5%
LJCM
1945
Lee Johnson Capital Management
Texas
$4.42M -$298K -1,215 -6%
AWM
1946
Angeles Wealth Management
California
$4.41M +$11.5K +47 +0.3%
EGM
1947
Engineers Gate Manager
New York
$4.41M -$518K -2,113 -11%
FWM
1948
Forza Wealth Management
Florida
$4.4M +$34.3K +140 +0.8%
AEPWM
1949
Atlantic Edge Private Wealth Management
Florida
$4.4M +$24.8K +101 +0.6%
WC
1950
Waterloo Capital
Texas
$4.4M +$428K +1,743 +11%
76 77
78
79 80