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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 %
OCM
2176
Orleans Capital Management
Louisiana
$3.41M +$3.68K +15 +0.1%
BCG
2177
Breakwater Capital Group
New Jersey
$3.41M +$702K +2,860 +26%
SN
2178
Sittner & Nelson
Oregon
$3.41M -$1.96K -8 -0.1%
RWP
2179
Revolve Wealth Partners
New Jersey
$3.41M +$466K +1,900 +16%
AW
2180
Alaethes Wealth
Nevada
$3.4M -$5.64K -23 -0.2%
AWC
2181
Abundance Wealth Counselors
Pennsylvania
$3.4M +$83.2K +345 +3%
HIMS
2182
Hager Investment Management Services
New Hampshire
$3.4M -$130K -529 -4%
FPWM
2183
FSB Premier Wealth Management
Iowa
$3.4M +$196K +798 +6%
IIL
2184
Insight Inv LLC
California
$3.39M +$1.79M +15,504 +112%
PCH
2185
PGIM Custom Harvest
New Jersey
$3.39M +$324K +1,320 +11%
TIA
2186
Traphagen Investment Advisors
New Jersey
$3.39M +$145K +591 +4%
SI
2187
Saxon Interests
Texas
$3.39M +$821K +3,345 +32%
CIM
2188
CIM Investment Management
Pennsylvania
$3.38M +$134K +546 +4%
SI
2189
Shaker Investments
Ohio
$3.36M -$71.1K -290 -2%
BFIC
2190
Bedell Frazier Investment Counselling
California
$3.36M -$54K -220 -2%
WA
2191
Wealth Architects
California
$3.35M +$787K +3,208 +31%
BFA
2192
Benedict Financial Advisors
Georgia
$3.35M -$182K -740 -5%
RHP
2193
Royal Harbor Partners
Texas
$3.33M -$311K -1,267 -9%
BP
2194
Broadleaf Partners
Ohio
$3.33M +$3.33M +13,573 New
NAMP
2195
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.33M – – –
QPWM
2196
Quadrant Private Wealth Management
Pennsylvania
$3.31M -$689K -2,808 -17%
AWA
2197
Alta Wealth Advisors
Massachusetts
$3.31M +$1.2M +4,876 +57%
TWM
2198
Tradition Wealth Management
Minnesota
$3.31M +$116K +472 +4%
HAG
2199
HF Advisory Group
Maryland
$3.31M -$45.1K -184 -1%
RWS
2200
Resolute Wealth Strategies
Mississippi
$3.3M +$117K +476 +4%
86 87
88
89 90