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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 %
MWA
2051
MN Wealth Advisors
Kansas
$3.92M +$3.53M +14,395 +900%
EFSCE
2052
Enterprise Financial Services Corp (EFSC)
Missouri
$3.92M -$40K -163 -1%
KF
2053
Krilogy Financial
Missouri
$3.92M +$273K +1,113 +7%
JWM
2054
JPL Wealth Management
Colorado
$3.92M -$178K -727 -4%
DA
2055
Dillon & Associates
Michigan
$3.92M -$141K -575 -3%
ZBNA
2056
Zions Bancorporation, National Association
Utah
$3.91M +$3.91M +15,942 New
MWP
2057
Meriwether Wealth & Planning
Louisiana
$3.91M +$134K +548 +4%
IFWM
2058
Institute for Wealth Management
Colorado
$3.9M -$14.7K -60 -0.4%
KA
2059
KLCM Advisors
Wisconsin
$3.88M +$297K +1,211 +8%
WC
2060
Weil Company
California
$3.88M -$344K -1,401 -8%
JWM
2061
Jessup Wealth Management
Ohio
$3.88M +$3.65M +14,866 +1,555%
DFA
2062
Delta Financial Advisors
Louisiana
$3.88M +$60.8K +248 +2%
VRM
2063
Vectors Research Management
New York
$3.88M +$278K +1,133 +8%
NI
2064
Natural Investments
California
$3.87M +$7.6K +31 +0.2%
NAS
2065
NWF Advisory Services
California
$3.85M -$328K -1,339 -8%
CIAS
2066
CFS Investment Advisory Services
New Jersey
$3.85M -$30.9K -126 -0.8%
CUAMC
2067
China Universal Asset Management Company
China
$3.84M +$383K +1,561 +11%
SC
2068
Sawyer & Company
Massachusetts
$3.83M -$357K -1,455 -9%
BFO
2069
Biltmore Family Office
North Carolina
$3.81M +$380K +1,550 +11%
CPWA
2070
Cerro Pacific Wealth Advisors
California
$3.81M +$32.8K +137 +0.9%
TTIC
2071
Tower Trust & Investment Company
Iowa
$3.81M +$3.81M +15,569 New
HFP
2072
Holistic Financial Partners
Indiana
$3.81M -$13.7K -56 -0.4%
WCM
2073
Weaver Capital Management
Georgia
$3.8M +$213K +867 +6%
AIA
2074
Affinity Investment Advisors
California
$3.8M -$678K -2,765 -15%
MC
2075
Martin & Co
Tennessee
$3.79M -$28.5K -116 -0.7%
81 82
83
84 85