JPM icon

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 %
FH
2301
FWG Holdings
Florida
$2.9M -$4.89K -20 -0.2%
LWM
2302
Lakeridge Wealth Management
Ohio
$2.9M +$533K +2,173 +22%
TPW
2303
Talon Private Wealth
Florida
$2.9M +$2.75M +11,014 +1,848%
AFC
2304
AFT Forsyth & Company
Florida
$2.9M +$49.1K +200 +2%
CWA
2305
Canvas Wealth Advisors
Kansas
$2.9M +$62K +263 +2%
QAM
2306
Q3 Asset Management
Michigan
$2.9M +$2.9M +11,815 New
PFWA
2307
Paces Ferry Wealth Advisors
Georgia
$2.89M +$80.5K +328 +3%
CC
2308
Callan Capital
California
$2.89M +$115K +470 +4%
PHS
2309
Pekin Hardy Strauss
Illinois
$2.88M -$697K -2,842 -19%
SLG
2310
Stanley-Laman Group
Pennsylvania
$2.88M +$48.6K +198 +2%
FFC
2311
First Financial Corp
Indiana
$2.88M -$41.7K -170 -1%
BC
2312
Belmont Capital
California
$2.87M -$3.93K -16 -0.1%
BSAM
2313
Blue Square Asset Management
New York
$2.87M -$46.9K -191 -2%
SVCP
2314
Silicon Valley Capital Partners
California
$2.87M +$352K +1,448 +14%
MCM
2315
Morton Capital Management
California
$2.86M +$23.3K +95 +0.8%
CPC
2316
Cookson Peirce & Co
Pennsylvania
$2.86M +$338K +1,379 +13%
PWM
2317
Palumbo Wealth Management
New York
$2.85M +$50.3K +205 +2%
CFO
2318
CVA Family Office
Colorado
$2.85M +$99.3K +405 +4%
IWM
2319
Iams Wealth Management
Nebraska
$2.84M -$66.7K -272 -2%
SEEDPG
2320
S.E.E.D. Planning Group
New York
$2.84M -$189K -769 -6%
TS
2321
TradeWell Securities
Indiana
$2.84M +$15.9K +65 +0.6%
WAM
2322
Wernau Asset Management
Massachusetts
$2.84M -$9.08K -37 -0.3%
LA
2323
Lindenwold Advisors
Pennsylvania
$2.83M -$78.2K -319 -3%
AA
2324
Auxano Advisors
Washington
$2.82M -$27.7K -113 -1%
GSC
2325
G&S Capital
Colorado
$2.82M -$698K -2,844 -20%
91 92
93
94 95