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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 %
WAAG
2226
Wealth Alliance Advisory Group
Kansas
$3.23M -$59.4K -242 -2%
CIM
2227
Chapman Investment Management
California
$3.22M +$18.2K +74 +0.6%
MM
2228
Morangie Management
Florida
$3.22M +$128K +520 +4%
CA
2229
CGN Advisors
Kansas
$3.21M -$587K -2,393 -15%
LWP
2230
LMG Wealth Partners
Louisiana
$3.2M +$245 +1 +0%
LWMM
2231
Legacy Wealth Management (Mississippi)
Mississippi
$3.2M +$36.8K +150 +1%
WCM
2232
Winthrop Capital Management
Indiana
$3.2M +$57.2K +233 +2%
MA
2233
MCF Advisors
Kentucky
$3.19M -$66.2K -270 -2%
MSE
2234
MUFG Securities EMEA
United Kingdom
$3.19M -$45.9M -187,001 -94%
UM
2235
Ulysses Management
New York
$3.19M – – –
VC
2236
Vicus Capital
Pennsylvania
$3.18M +$595K +2,424 +23%
NPF
2237
Norris Perne & French
Michigan
$3.18M – – –
CPSC
2238
Carl P. Sherr & Co
Massachusetts
$3.17M -$166K -678 -5%
BAM
2239
BOS Asset Management
Illinois
$3.17M +$290K +1,182 +10%
GSWM
2240
Golden State Wealth Management
California
$3.17M +$8.34K +34 +0.3%
CA
2241
Cannon Advisors
North Carolina
$3.16M +$837K +3,412 +36%
BB
2242
Burford Brothers
Texas
$3.15M +$33.6K +137 +1%
USB
2243
Union Savings Bank
Connecticut
$3.15M +$33.9K +138 +1%
DTC
2244
Davidson Trust Company
Washington
$3.15M -$151K -615 -5%
CPA
2245
Court Place Advisors
Maryland
$3.15M -$77K -314 -2%
PMFA
2246
Plante Moran Financial Advisors
Michigan
$3.14M -$231K -941 -7%
AA
2247
Advisory Alpha
Michigan
$3.14M +$226K +922 +8%
MPA
2248
Marvin & Palmer Associates
Delaware
$3.14M – – –
GCS
2249
Gordian Capital (Singapore)
Singapore
$3.13M +$1.66M +6,830 +113%
Walleye Capital
2250
Walleye Capital
New York
$3.13M -$1.33M -5,410 -30%
88 89
90
91 92