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 %
SFS
2376
Stiles Financial Services
Minnesota
$2.69M +$405K +1,652 +18%
SJIM
2377
St. Johns Investment Management
Florida
$2.68M -$74.1K -302 -3%
WLPWM
2378
Walled Lake Planning & Wealth Management
Illinois
$2.68M +$3.43K +14 +0.1%
IP
2379
Ignite Planners
California
$2.68M +$213K +862 +9%
OWP
2380
ORG Wealth Partners
Texas
$2.68M +$2.17M +8,880 +425%
AIS
2381
American Investment Services
Massachusetts
$2.68M +$9.08K +37 +0.3%
CWA
2382
Consilium Wealth Advisory
Texas
$2.68M -$10.5K -43 -0.4%
SFG
2383
Shum Financial Group
California
$2.68M +$3.19K +13 +0.1%
VWM
2384
VCI Wealth Management
Missouri
$2.68M -$15.5K -63 -0.6%
HTHT
2385
Hemenway Trust Hemenway Trust
New Hampshire
$2.67M +$121K +495 +5%
FWA
2386
FSM Wealth Advisors
Ohio
$2.67M +$153K +625 +6%
PWP
2387
Precedent Wealth Partners
Texas
$2.67M +$332K +1,354 +14%
GA
2388
Guerra Advisors
Florida
$2.67M +$704K +2,872 +36%
YP
2389
YANKCOM Partnership
South Dakota
$2.67M -$381K -1,552 -12%
SIS
2390
Sound Income Strategies
Florida
$2.66M +$653K +2,661 +32%
BC
2391
Barrett & Company
Rhode Island
$2.66M +$182K +740 +7%
LIM
2392
Letson Investment Management
Georgia
$2.66M +$736 +3 +0%
6F
2393
626 Financial
Michigan
$2.66M +$50.3K +205 +2%
CGA
2394
Crescent Grove Advisors
Illinois
$2.65M +$59.1K +241 +2%
GCM
2395
GKV Capital Management
California
$2.65M +$110K +450 +4%
CAM
2396
Cacti Asset Management
Georgia
$2.65M – – –
OIM
2397
Oder Investment Management
California
$2.65M +$60.3K +246 +2%
SSA
2398
Sierra Summit Advisors
Nevada
$2.64M -$546K -2,226 -17%
GC
2399
Gilbert & Cook
Iowa
$2.64M -$6.62K -27 -0.3%
BA
2400
Birinyi Associates
Connecticut
$2.64M -$24.3K -99 -0.9%
94 95
96
97 98