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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 %
TWP
2326
Tempus Wealth Planning
California
$2.81M +$83.4K +340 +3%
BTWM
2327
Baker Tilly Wealth Management
Wisconsin
$2.81M +$42.2K +172 +2%
MCM
2328
Mainstay Capital Management
Michigan
$2.81M – – –
CRWM
2329
Castle Rock Wealth Management
California
$2.8M +$972 +4 +0%
SSA
2330
Schonfeld Strategic Advisors
New York
$2.79M +$148K +603 +6%
BMWS
2331
Brady Martz Wealth Solutions
North Dakota
$2.78M -$11K -45 -0.4%
I
2332
INVST
Indiana
$2.77M -$937K -3,821 -25%
WPA
2333
West Paces Advisors
Georgia
$2.77M +$26K +106 +0.9%
CCWM
2334
Correct Capital Wealth Management
Missouri
$2.77M -$270K -1,101 -9%
TSWM
2335
Tyler-Stone Wealth Management
Ohio
$2.77M -$44.2K -180 -2%
MCP
2336
Martin Capital Partners
Oregon
$2.77M -$120K -490 -4%
VIA
2337
Victrix Investment Advisors
Florida
$2.77M +$474K +1,968 +21%
PWMG
2338
Pinnacle Wealth Management Group
Michigan
$2.76M -$4.42K -18 -0.2%
EB
2339
Exchange Bank
California
$2.76M +$18.6K +76 +0.7%
HIIFS
2340
Harel Insurance Investments & Financial Services
Israel
$2.76M -$82.2K -335 -3%
SPWM
2341
Schrum Private Wealth Management
Florida
$2.76M +$1.23K +5 +0%
VIS
2342
Vega Investment Solutions
France
$2.75M +$99.1K +405 +4%
AGAM
2343
Audent Global Asset Management
California
$2.75M -$256K -1,043 -9%
AFM
2344
Aspetuck Financial Management
Connecticut
$2.75M -$6.13K -25 -0.2%
BCM
2345
Birmingham Capital Management
Alabama
$2.75M -$343K -1,397 -11%
CMI
2346
Clare Market Investments
Texas
$2.75M +$976K +3,980 +55%
PCA
2347
Purkiss Capital Advisors
Connecticut
$2.74M +$580K +2,364 +27%
AF
2348
Aldebaran Financial
$2.74M +$17.2K +70 +0.6%
CWM
2349
Cranbrook Wealth Management
Michigan
$2.74M -$54.7K -223 -2%
FFA
2350
Fortune Financial Advisors
Kansas
$2.74M +$67.7K +276 +3%
92 93
94
95 96