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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 %
PF
2201
Prosperitas Financial
California
$3.3M +$86.1K +351 +3%
AFS
2202
Aft Forsyth & Sober
Florida
$3.29M +$24.5K +100 +0.8%
SIA
2203
Schear Investment Advisers
Ohio
$3.28M +$129K +525 +4%
CG
2204
Carmignac Gestion
France
$3.28M +$3.28M +13,374 New
JWM
2205
Jeppson Wealth Management
California
$3.28M -$220K -898 -6%
BFA
2206
Brendel Financial Advisors
New Hampshire
$3.28M -$1.96K -8 -0.1%
CCS
2207
Concentric Capital Strategies
Connecticut
$3.27M -$6.74M -27,467 -67%
EHWM
2208
Eads & Heald Wealth Management
Georgia
$3.27M -$144K -588 -4%
HCM
2209
Highview Capital Management
Illinois
$3.26M -$77.8K -317 -2%
GG
2210
Gleason Group
Kentucky
$3.26M -$32.6K -133 -1%
MWM
2211
MGB Wealth Management
Texas
$3.26M +$480K +1,964 +17%
CA
2212
Cornerstone Advisory
Maryland
$3.26M +$28.9K +116 +0.9%
PWM
2213
Purus Wealth Management
California
$3.26M +$134K +546 +4%
FWP
2214
Falcon Wealth Planning
California
$3.26M +$97.1K +396 +3%
GIM
2215
Guardian Investment Management
California
$3.25M -$1.45M -5,900 -31%
BFW
2216
Brady Family Wealth
Missouri
$3.25M -$226K -922 -7%
RIA
2217
Regal Investment Advisors
Michigan
$3.24M -$522K -2,129 -14%
QC
2218
Quent Capital
New York
$3.24M +$64K +261 +2%
AT
2219
Arlington Trust
Alabama
$3.24M -$165K -671 -5%
GSWM
2220
Greenup Street Wealth Management
Michigan
$3.24M +$3.24M +13,218 New
1WM
2221
1900 Wealth Management
Texas
$3.24M -$1.28M -5,226 -28%
CWA
2222
Crux Wealth Advisors
California
$3.24M -$357K -1,457 -10%
BTD
2223
BankPlus Trust Department
Mississippi
$3.24M +$103K +421 +3%
ILI
2224
Invesco LLC (Illinois)
Illinois
$3.23M +$122K +498 +4%
EWA
2225
Etesian Wealth Advisors
Oregon
$3.23M -$49.1K -200 -1%
87 88
89
90 91