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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 %
CF
2076
Convergence Financial
Missouri
$3.79M +$125K +508 +3%
CCG
2077
Chatham Capital Group
Georgia
$3.79M – – –
DBIA
2078
Dumont & Blake Investment Advisors
New Jersey
$3.78M -$245 -1 -0%
C
2079
Certuity
Florida
$3.78M -$7.61M -31,036 -67%
IF
2080
Ironwood Financial
Arizona
$3.78M +$26.2K +107 +0.7%
CCFM
2081
Clear Creek Financial Management
Washington
$3.78M +$562K +2,292 +17%
FFS
2082
Flavin Financial Services
Florida
$3.77M +$118K +482 +3%
ALAM
2083
Asahi Life Asset Management
Japan
$3.77M +$512K +2,087 +16%
HVP
2084
Hudson Value Partners
Florida
$3.76M -$53.5K -218 -1%
RAM
2085
Ramirez Asset Management
New York
$3.76M -$44.9K -183 -1%
CWIG
2086
Chung Wu Investment Group
Texas
$3.76M -$36.8K -150 -1%
UWPG
2087
Ullmann Wealth Partners Group
Florida
$3.76M +$30.4K +124 +0.8%
CG
2088
Cynosure Group
Utah
$3.75M +$116K +472 +3%
TWA
2089
TCI Wealth Advisors
Arizona
$3.75M -$162K -662 -4%
TWM
2090
TriaGen Wealth Management
California
$3.75M -$42.2K -172 -1%
FFS
2091
Founders Financial Securities
Maryland
$3.74M -$662K -2,720 -15%
SWA
2092
SFMG Wealth Advisors
Texas
$3.74M +$19.1K +78 +0.5%
NL
2093
NVWM LLC
Pennsylvania
$3.73M -$291K -1,186 -7%
PCP
2094
Proficio Capital Partners
Massachusetts
$3.73M +$23.1K +94 +0.6%
FIM
2095
FWL Investment Management
Texas
$3.72M +$9.32K +38 +0.3%
GA
2096
GoalVest Advisory
New York
$3.72M +$308K +1,257 +9%
LIA
2097
LS Investment Advisors
Michigan
$3.72M -$35.1K -143 -0.9%
PWA
2098
Phoenix Wealth Advisors
North Carolina
$3.71M -$446K -1,819 -11%
AWM
2099
Aberdeen Wealth Management
Illinois
$3.71M – – –
EPIME
2100
Evelyn Partners Investment Management (Europe)
$3.71M +$3.71M +12,436 New
82 83
84
85 86