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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 %
PEA
2276
Park Edge Advisors
Ohio
$3M +$43.9K +179 +1%
NCM
2277
Neumann Capital Management
California
$2.99M -$83.4K -340 -3%
Aristotle Capital Management
2278
Aristotle Capital Management
California
$2.98M -$4.17K -17 -0.1%
PL
2279
Perpetual Ltd
Australia
$2.98M +$380K +1,548 +15%
AC
2280
Apella Capital
Connecticut
$2.98M +$724K +3,089 +32%
FA
2281
Financial Advisors
Massachusetts
$2.97M – – –
FFG
2282
Fortem Financial Group
California
$2.97M -$18.6K -76 -0.6%
CHJWM
2283
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.96M -$4.59K -20 -0.2%
IWS
2284
Insight Wealth Strategies
California
$2.95M -$69.7K -284 -2%
HWA
2285
Heritage Wealth Advisors
Virginia
$2.95M -$108K -440 -4%
NHC
2286
Nicholas Hoffman & Company
Georgia
$2.95M -$29.7K -121 -1%
MCWA
2287
Meadow Creek Wealth Advisors
Georgia
$2.95M -$20.9K -85 -0.7%
VNA
2288
Valley National Advisers
Pennsylvania
$2.95M -$86.1K -351 -3%
EBWM
2289
Eagle Bluffs Wealth Management
Missouri
$2.94M +$5.15K +21 +0.2%
BWP
2290
BSW Wealth Partners
Colorado
$2.94M +$151K +614 +5%
KCPT
2291
Kingstone Capital Partners Texas
Texas
$2.93M +$9.57K +39 +0.3%
MEG
2292
Millstone Evans Group
Colorado
$2.93M -$96.9K -395 -3%
FPCP
2293
Fort Point Capital Partners
California
$2.93M -$24K -98 -0.8%
WMP
2294
Wealth Management Partners
Arizona
$2.92M +$22.6K +92 +0.8%
AC
2295
Aldebaran Capital
Indiana
$2.92M – – –
FNBOH
2296
First National Bank of Hutchinson
Kansas
$2.92M -$14.5K -59 -0.5%
CAWM
2297
Capital Advisors Wealth Management
Washington
$2.92M +$410K +1,670 +16%
WA
2298
Waddell & Associates
Tennessee
$2.91M +$151K +617 +5%
USWG
2299
U.S. Wealth Group
New York
$2.91M -$67.7K -276 -2%
LGA
2300
Lebenthal Global Advisors
New York
$2.91M -$55.4K -226 -2%
90 91
92
93 94