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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 %
HCCM
2251
Hudson Canyon Capital Management
New York
$3.13M -$316K -1,288 -9%
ARA
2252
Alexander Randolph Advisory
Virginia
$3.12M -$155K -630 -5%
BCM
2253
Brasada Capital Management
Texas
$3.11M +$257K +1,183 +9%
GWM
2254
Greenwich Wealth Management
Connecticut
$3.1M -$228K -928 -7%
CFM
2255
Catalyst Funds Management
Australia
$3.09M -$1.52M -6,200 -33%
WHC
2256
Wulff, Hansen & Co
California
$3.09M -$63.8K -260 -2%
SWMP
2257
Signature Wealth Management Partners
New Jersey
$3.09M -$66.2K -270 -2%
QWP
2258
Quotient Wealth Partners
Texas
$3.07M -$110K -449 -3%
CIM
2259
Caldwell Investment Management
Ontario, Canada
$3.07M +$1.06M +4,400 +53%
AWA
2260
Acorn Wealth Advisors
Michigan
$3.06M -$26.7K -109 -0.9%
BFG
2261
Berger Financial Group
Minnesota
$3.06M +$43.9K +179 +1%
PWC
2262
PYA Waltman Capital
Tennessee
$3.05M -$73.6K -300 -2%
AP
2263
Advisors Preferred
Maryland
$3.05M +$3.05M +12,500 New
ACM
2264
Allred Capital Management
Texas
$3.05M +$10.1K +41 +0.3%
VWS
2265
Virtus Wealth Solutions
New Jersey
$3.04M -$52K -212 -2%
PBK
2266
Peoples Bank (Kansas)
Kansas
$3.04M +$8.1K +33 +0.3%
AA
2267
Aire Advisors
California
$3.03M -$73.1K -298 -2%
OCPWS
2268
One Charles Private Wealth Services
Massachusetts
$3.03M +$19.1K +78 +0.6%
GCA
2269
Gallagher Capital Advisors
Texas
$3.03M +$12.5K +51 +0.4%
MHIC
2270
Marble Harbor Investment Counsel
Massachusetts
$3.02M -$24.5K -100 -0.8%
CAM
2271
Cozad Asset Management
Illinois
$3.02M -$34.3K -140 -1%
LC
2272
LCNB Corp
Ohio
$3.01M +$56.7K +231 +2%
PCMN
2273
Paradigm Capital Management (Nevada)
Nevada
$3.01M -$504K -2,055 -14%
EG
2274
Ellerson Group
Maryland
$3M +$4.42K +18 +0.1%
OIA
2275
Optimum Investment Advisors
Illinois
$3M -$171K -697 -5%
89 90
91
92 93