JPM icon

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 %
SP
2126
SWS Partners
Ohio
$3.59M +$84.9K +346 +2%
AW
2127
Apricus Wealth
South Carolina
$3.59M -$726K -2,961 -17%
AMIM
2128
Aull & Monroe Investment Management
Alabama
$3.59M -$24.5K -100 -0.7%
TPW
2129
Turn8 Private Wealth
$3.59M -$17.7K -72 -0.5%
CP
2130
Canopy Partners
Ohio
$3.58M -$73.1K -298 -2%
IIA
2131
Integral Investment Advisors
California
$3.58M +$84.6K +345 +2%
JHCP
2132
Jackson Hole Capital Partners
Oklahoma
$3.57M +$8.34K +34 +0.2%
BHA
2133
Beech Hill Advisors
New York
$3.57M -$61.3K -250 -2%
AA
2134
Alta Advisers
United Kingdom
$3.56M +$1.28M +5,200 +56%
GS
2135
GTS Securities
New York
$3.56M -$1.13M -4,620 -24%
EW
2136
Elyxium Wealth
California
$3.55M +$2.28M +9,315 +180%
WCM
2137
Weik Capital Management
Pennsylvania
$3.55M -$39.2K -160 -1%
MWM
2138
Marion Wealth Management
Pennsylvania
$3.55M -$559K -2,279 -14%
RPSA
2139
Richard P. Slaughter Associates
Texas
$3.54M -$1.83M -7,468 -34%
HIC
2140
Hartline Investment Corp
Illinois
$3.54M +$25.8K +105 +0.7%
MIM
2141
Marshall Investment Management
Colorado
$3.54M -$279K -1,136 -7%
SLWA
2142
San Luis Wealth Advisors
California
$3.54M -$1.5M -6,110 -30%
SEP
2143
Southland Equity Partners
Missouri
$3.54M +$42.7K +174 +1%
MLA
2144
MB, Levis & Associates
Pennsylvania
$3.53M -$1.96K -8 -0.1%
BCM
2145
Beck Capital Management
Texas
$3.53M -$15K -61 -0.4%
KJWM
2146
Kiley Juergens Wealth Management
Washington
$3.53M +$64.8K +264 +2%
CCWA
2147
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.53M +$620K +2,526 +21%
FDS
2148
First Dallas Securities
Texas
$3.53M +$31.6K +129 +0.9%
OWM
2149
Orca Wealth Management
Florida
$3.53M +$9.32K +38 +0.3%
RMP
2150
Richards, Merrill & Peterson
Washington
$3.53M -$35.8K -146 -1%
84 85
86
87 88