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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 %
CIC
2401
Cornercap Investment Counsel
Georgia
$2.64M -$28.5K -116 -1%
WWM
2402
Wolff Wiese Magana
California
$2.64M -$63K -257 -2%
FCFC
2403
First Citizens Financial Corp
Iowa
$2.63M -$27K -110 -1%
CA
2404
Continental Advisors
Utah
$2.63M -$98.1K -400 -4%
HNWAG
2405
High Net Worth Advisory Group
Florida
$2.63M -$5.89K -24 -0.2%
DAS
2406
DMKC Advisory Services
Iowa
$2.63M -$27.2K -111 -1%
SCM
2407
Spreng Capital Management
Ohio
$2.63M -$31.9K -130 -1%
FF
2408
Farrow Financial
Vermont
$2.62M +$98.1K +400 +4%
GMFG
2409
Greater Midwest Financial Group
Minnesota
$2.62M -$48.3K -197 -2%
AFA
2410
AA Financial Advisors
Ohio
$2.62M +$147K +601 +6%
BIA
2411
Bigelow Investment Advisors
Maine
$2.62M -$42.9K -175 -2%
LCAM
2412
London & Capital Asset Management
United Kingdom
$2.61M +$2.61M +10,652 New
SAMT
2413
Select Asset Management & Trust
Pennsylvania
$2.61M -$10.1K -41 -0.4%
KSB
2414
Kennebec Savings Bank
Maine
$2.6M -$216K -879 -8%
RWA
2415
Redhawk Wealth Advisors
Minnesota
$2.59M +$201K +819 +8%
BOJHT
2416
Bank of Jackson Hole Trust
Wyoming
$2.59M -$26.5K -100 -1%
SWK
2417
Stephen W. Kidder
$2.59M – – –
SC
2418
SummitTX Capital
Texas
$2.58M +$2.58M +10,523 New
CWS
2419
Cypress Wealth Services
California
$2.58M -$3.93K -16 -0.2%
FBT
2420
First Bank & Trust
South Dakota
$2.58M -$31.9K -130 -1%
DLHL
2421
Donald L. Hagan LLC
Florida
$2.58M +$59.9K +244 +2%
HAIM
2422
Hunter Associates Investment Management
Pennsylvania
$2.58M -$90.5K -368 -3%
CAL
2423
Capital Advisors Ltd
Ohio
$2.57M +$17.7K +72 +0.7%
WCM
2424
Windsor Capital Management
Arizona
$2.57M -$24K -98 -0.9%
BWM
2425
Bulltick Wealth Management
Florida
$2.57M +$138K +561 +6%
95 96
97
98 99