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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 %
CE
2101
Cornerstone Enterprises
Wisconsin
$3.71M +$3.71M +15,107 New
TPWM
2102
Twelve Points Wealth Management
Massachusetts
$3.69M -$172K -701 -4%
RCA
2103
Ranch Capital Advisors
Florida
$3.69M +$191K +779 +5%
MA
2104
MJP Associates
Connecticut
$3.68M – – –
EAM
2105
EULAV Asset Management
Florida
$3.68M – – –
BL
2106
Bleichroeder LP
New York
$3.68M – – –
HCM
2107
Hicks Capital Management
Ohio
$3.68M +$3.68M +14,990 New
OHWP
2108
Oak Harbor Wealth Partners
North Carolina
$3.67M -$428K -1,743 -10%
PPC
2109
Park Place Capital
Alabama
$3.66M +$727K +2,965 +25%
PWAM
2110
Pinnacle West Asset Management
Wyoming
$3.66M -$71.1K -290 -2%
GC
2111
Guardian Capital
Ontario, Canada
$3.65M +$547K +2,229 +18%
GAM
2112
Grandview Asset Management
Pennsylvania
$3.65M +$247K +1,007 +7%
REMPR
2113
Roof Eidam Maycock Peralta (REMP)
California
$3.65M +$93.2K +380 +3%
BBNA
2114
Bremer Bank National Association
Minnesota
$3.65M +$18.2K +74 +0.5%
ACM
2115
Accent Capital Management
Ohio
$3.65M +$245 +1 +0%
AW
2116
Alteri Wealth
California
$3.64M -$73.1K -298 -2%
VCP
2117
Verus Capital Partners
Arizona
$3.63M +$121K +494 +3%
CWM
2118
Centric Wealth Management
Illinois
$3.63M +$412K +1,680 +13%
BCFD
2119
Boit C.F. David
$3.62M -$73.6K -300 -2%
KF
2120
KKM Financial
Illinois
$3.61M -$523K -2,134 -13%
PWMG
2121
Prestige Wealth Management Group
New Jersey
$3.61M -$3.43K -14 -0.1%
OIS
2122
Okabena Investment Services
Minnesota
$3.61M +$844K +3,442 +31%
DAM
2123
Delta Asset Management
Tennessee
$3.61M -$66.7K -272 -2%
RA
2124
Rockingstone Advisors
Massachusetts
$3.61M +$62.6K +255 +2%
FCFC
2125
First Commonwealth Financial Corp
Pennsylvania
$3.6M -$215K -878 -6%
83 84
85
86 87