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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 %
DRS
2451
Deane Retirement Strategies
Louisiana
$2.49M +$88.5K +361 +4%
BST
2452
Bath Savings Trust
Maine
$2.49M -$566K -2,309 -19%
MW
2453
MBL Wealth
North Carolina
$2.49M +$36.1K +147 +1%
LF
2454
Lee Financial
Texas
$2.49M -$293K -1,194 -11%
SIG
2455
Sky Investment Group
Connecticut
$2.48M +$91.3K +372 +4%
AGP
2456
Aspire Growth Partners
Florida
$2.47M -$11.2K -45 -0.5%
FWM
2457
FSR Wealth Management
Illinois
$2.47M -$15.5K -63 -0.6%
CG
2458
Corundum Group
Colorado
$2.47M -$799K -3,259 -24%
GWCM
2459
Godshalk Welsh Capital Management
Pennsylvania
$2.47M -$41.7K -170 -2%
SFS
2460
Solitude Financial Services
Virginia
$2.46M +$200K +815 +9%
HAM
2461
Harmony Asset Management
Arizona
$2.46M -$3.43K -14 -0.1%
CWM
2462
Chesapeake Wealth Management
Virginia
$2.46M -$134K -545 -5%
MAWA
2463
Moss Adams Wealth Advisors
Washington
$2.46M +$400K +1,630 +19%
SRC
2464
Sage Rhino Capital
California
$2.46M -$24.5K -100 -1%
MTC
2465
Matrix Trust Company
Colorado
$2.46M -$37.8K -154 -2%
MFP
2466
Meridian Financial Partners
Virginia
$2.46M +$13.5K +55 +0.6%
NWAG
2467
Net Worth Advisory Group
Utah
$2.46M -$41K -167 -2%
CFG
2468
Cooper Financial Group
California
$2.45M +$442K +1,801 +22%
MGM
2469
Miura Global Management
New York
$2.45M +$736K +3,000 +43%
LF
2470
LifeSteps Financial
California
$2.45M -$17.7K -72 -0.7%
CG
2471
CFO4Life Group
Texas
$2.45M -$72.1K -294 -3%
PFT
2472
Providence First Trust
Arizona
$2.45M +$5.64K +23 +0.2%
CA
2473
Carson Advisory
Georgia
$2.45M -$16.4K -67 -0.7%
DA
2474
Drake & Associates
Wisconsin
$2.45M +$473K +1,928 +24%
MFC
2475
Morris Financial Concepts
South Carolina
$2.45M -$12.3K -50 -0.5%
97 98
99
100 101