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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 %
AWA
2351
Amplius Wealth Advisors
Pennsylvania
$2.73M -$39.2K -160 -1%
FMP
2352
Financial Management Professionals
Texas
$2.73M +$16.4K +67 +0.6%
CFS
2353
CRA Financial Services
New Jersey
$2.73M +$126K +512 +5%
SCG
2354
Sonata Capital Group
Washington
$2.72M +$1.23K +5 +0%
CW
2355
Channel Wealth
California
$2.72M +$124K +507 +5%
VWM
2356
Vivid Wealth Management
Iowa
$2.72M -$85.6K -349 -3%
GFPC
2357
Global Financial Private Client
Florida
$2.72M +$415K +1,693 +18%
BI
2358
Bradyco Inc
Massachusetts
$2.72M -$7.6K -31 -0.3%
DI
2359
Diligent Investors
California
$2.71M -$1.72K -7 -0.1%
BAM
2360
Byrne Asset Management
New Jersey
$2.71M -$164K -667 -6%
4WM
2361
44 Wealth Management
Oregon
$2.71M -$5.89K -24 -0.2%
CFA
2362
Camarda Financial Advisors
Florida
$2.71M -$110K -448 -4%
RBFC
2363
Roman Butler Fullerton & Co
Missouri
$2.71M +$86.7K +372 +3%
PH
2364
Pinnacle Holdings
Oklahoma
$2.7M -$121K -493 -4%
BWA
2365
Blodgett Wealth Advisors
California
$2.7M +$61.6K +251 +2%
WDL
2366
Well Done LLC
Michigan
$2.7M -$19.9K -83 -0.7%
SM
2367
Sciencast Management
New Jersey
$2.7M +$2.7M +11,012 New
RAM
2368
RedJay Asset Management
Ontario, Canada
$2.7M +$2.7M +11,000 New
NFA
2369
Northern Financial Advisors
Michigan
$2.7M -$14.2K -58 -0.5%
VCM
2370
Virtue Capital Management
Tennessee
$2.7M +$554K +2,264 +26%
LCM
2371
Legato Capital Management
California
$2.69M – – –
TCWM
2372
Total Clarity Wealth Management
Illinois
$2.69M – – –
MCC
2373
Money Concepts Capital
Florida
$2.69M +$196K +799 +8%
PL
2374
Plancorp LLC
Missouri
$2.69M +$278K +1,134 +12%
OHWA
2375
Oak Hill Wealth Advisors
Virginia
$2.69M +$154K +628 +6%
93 94
95
96 97