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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 %
TIA
2426
Trust Investment Advisors
Indiana
$2.57M +$33.1K +135 +1%
OFS
2427
OMC Financial Services
New York
$2.57M +$643K +2,620 +33%
SAM
2428
Summit Asset Management
Tennessee
$2.57M +$319K +1,300 +14%
MSWM
2429
McGlone Suttner Wealth Management
Wisconsin
$2.56M +$211K +859 +9%
KMWM
2430
Keudell/Morrison Wealth Management
Oregon
$2.56M -$40.2K -164 -2%
HBW
2431
Hazlett, Burt & Watson
West Virginia
$2.56M -$103K -422 -4%
SL
2432
Sentinus LLC
Illinois
$2.56M +$91.3K +372 +4%
FWM
2433
Focused Wealth Management
New York
$2.55M +$70.6K +288 +3%
FFO
2434
Fortitude Family Office
Arizona
$2.55M -$396K -1,614 -13%
MHWM
2435
Montz Harcus Wealth Management
Louisiana
$2.54M +$397K +1,618 +18%
SFS
2436
Summit Financial Strategies
Ohio
$2.54M -$32.4K -132 -1%
1IA
2437
1620 Investment Advisors
Massachusetts
$2.54M -$9.57K -39 -0.4%
FA
2438
Faithward Advisors
Pennsylvania
$2.54M -$54.5K -222 -2%
CFG
2439
CKW Financial Group
Hawaii
$2.54M +$83.6K +343 +3%
ACM
2440
Arcataur Capital Management
Wisconsin
$2.54M -$134K -547 -5%
HWA
2441
HHM Wealth Advisors
Tennessee
$2.54M +$9.32K +38 +0.4%
VIP
2442
Vista Investment Partners
Oklahoma
$2.54M -$20.9K -85 -0.8%
TAM
2443
Trillium Asset Management
Massachusetts
$2.53M -$62.8K -256 -2%
ACL
2444
Applied Capital LLC
Florida
$2.53M -$12.5K -51 -0.5%
GGA
2445
Granite Group Advisors
Connecticut
$2.53M -$309K -1,258 -11%
MAM
2446
MWA Asset Management
Massachusetts
$2.52M +$18.6K +76 +0.7%
OFS
2447
Orrstown Financial Services
Pennsylvania
$2.52M -$185K -753 -7%
WCM
2448
WealthBridge Capital Management
Ohio
$2.51M -$166K -676 -6%
STAS
2449
Strong Tower Advisory Services
Minnesota
$2.5M +$240K +1,120 +11%
YDMI
2450
Y.D. More Investments
Israel
$2.5M +$150K +612 +6%
96 97
98
99 100