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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 %
AIM
1951
Aspen Investment Management
Michigan
$4.4M -$29.2K -119 -0.7%
CCA
1952
Cobblestone Capital Advisors
New York
$4.39M -$457K -1,864 -9%
FUBT
1953
First United Bank & Trust
Maryland
$4.39M -$75.1K -306 -2%
MA
1954
MONECO Advisors
Connecticut
$4.39M -$30.2K -123 -0.7%
AG
1955
Algert Global
California
$4.39M +$462K +1,885 +12%
GPA
1956
Guerra Pan Advisors
New Jersey
$4.38M -$1.23K -5 -0%
AWM
1957
Affinity Wealth Management
Delaware
$4.38M -$205K -835 -4%
KP
1958
Keel Point
Alabama
$4.38M +$520K +2,119 +13%
MCA
1959
Magnolia Capital Advisors
Mississippi
$4.37M -$264K -1,077 -6%
ABWM
1960
Alpine Bank Wealth Management
Colorado
$4.36M +$4.36M +17,776 New
TIA
1961
Tiemann Investment Advisors
California
$4.36M -$83.9K -342 -2%
PWM
1962
Pines Wealth Management
North Carolina
$4.35M +$17.1K +79 +0.4%
SWM
1963
Shepherd Wealth Management
Ohio
$4.35M +$1.74M +7,100 +67%
HFBOT
1964
Home Federal Bank of Tennessee
Tennessee
$4.34M -$19.4K -79 -0.4%
Marshall Wace
1965
Marshall Wace
United Kingdom
$4.34M +$4.34M +17,700 New
LWM
1966
Lodestone Wealth Management
Washington
$4.34M -$411K -1,676 -9%
AIC
1967
Argus Investors Counsel
New York
$4.32M -$256K -1,042 -6%
BWM
1968
Bernard Wealth Management
Michigan
$4.32M +$2.2M +8,984 +104%
LI
1969
LRI Investments
Florida
$4.32M +$41.5K +389 +1%
GEA
1970
Glen Eagle Advisors
New Jersey
$4.32M +$76.8K +313 +2%
WAG
1971
Winthrop Advisory Group
Massachusetts
$4.32M -$162K -661 -4%
IAS
1972
Investment Advisory Services
Texas
$4.31M -$981 -4 -0%
BMC
1973
Benin Management Corp
Connecticut
$4.31M +$73.3K +299 +2%
CWM
1974
Crowley Wealth Management
Delaware
$4.3M -$58.6K -239 -1%
MIA
1975
MeadowBrook Investment Advisors
Michigan
$4.3M -$77.3K -315 -2%
77 78
79
80 81