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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 %
FFO
2151
Fiduciary Family Office
Florida
$3.51M +$3.29M +13,403 +1,465%
CPC
2152
Congress Park Capital
New York
$3.51M -$619K -2,525 -15%
WI
2153
WrapManager Inc
California
$3.51M -$1.3M -5,313 -27%
Two Sigma Investments
2154
Two Sigma Investments
New York
$3.51M +$23.3K +95 +0.7%
BI
2155
Ballast Inc
Kentucky
$3.51M +$72.6K +296 +2%
GP
2156
Greenline Partners
New York
$3.5M +$42.7K +174 +1%
LI
2157
Lafayette Investments
Maryland
$3.49M +$37K +151 +1%
GI
2158
GS Investments
Minnesota
$3.48M -$8.59K -35 -0.2%
GWM
2159
GSB Wealth Management
Connecticut
$3.47M -$259K -1,055 -7%
WAM
2160
Weatherly Asset Management
California
$3.47M +$145K +593 +4%
DI
2161
DAGCO Inc
Ohio
$3.46M +$244K +994 +8%
MPWS
2162
McCarter Private Wealth Services
Massachusetts
$3.46M -$275K -1,120 -7%
AM
2163
Account Management
Massachusetts
$3.45M – – –
WA
2164
WBH Advisory
Maryland
$3.44M +$151K +616 +5%
TAM
2165
Titleist Asset Management
Texas
$3.44M -$181K -739 -5%
OBWG
2166
Onyx Bridge Wealth Group
New York
$3.44M +$70.9K +289 +2%
HWP
2167
Highline Wealth Partners
California
$3.43M +$217K +884 +7%
MCM
2168
Monument Capital Management
Virginia
$3.43M -$48.1K -196 -1%
TLCM
2169
Twin Lakes Capital Management
California
$3.43M +$9.08K +37 +0.3%
JJBC
2170
James J. Burns & Company
New York
$3.43M -$16.7K -68 -0.5%
EAM
2171
Empirical Asset Management
Massachusetts
$3.43M -$48.6M -198,068 -93%
HBT
2172
Heartland Bank & Trust
Illinois
$3.42M -$1.08M -4,385 -24%
AGWCA
2173
Annis Gardner Whiting Capital Advisors
Florida
$3.42M -$102K -417 -3%
ICP
2174
Interchange Capital Partners
Pennsylvania
$3.42M +$630K +2,570 +23%
SWMG
2175
Stillwater Wealth Management Group
Florida
$3.42M +$213K +870 +7%
85 86
87
88 89