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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
62.39%
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 %
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
$177M -$150M -611,463 -46%
FRAF
227
Första AP-fonden
Sweden
$176M -$5.4M -22,000 -3%
GAM
228
Groupama Asset Management
France
$175M +$18M +74,016 +11%
SIG
229
Stonegate Investment Group
Alabama
$175M -$488K -1,990 -0.3%
LSV Asset Management
230
LSV Asset Management
Illinois
$174M -$7.2M -29,332 -4%
GIA
231
Gateway Investment Advisers
Ohio
$174M +$1.34M +5,475 +0.8%
EWA
232
EP Wealth Advisors
California
$173M +$4.83M +19,671 +3%
Allspring Global Investments
233
Allspring Global Investments
North Carolina
$170M -$21.3M -87,423 -11%
SMDAM
234
Sumitomo Mitsui DS Asset Management
Japan
$170M +$6.69M +27,282 +4%
WF
235
Welch & Forbes
Massachusetts
$169M -$2.12M -8,636 -1%
Loomis, Sayles & Company
236
Loomis, Sayles & Company
Massachusetts
$169M -$86.2M -351,246 -34%
ASC
237
Atalanta Sosnoff Capital
New York
$169M +$16.1M +65,664 +11%
Squarepoint
238
Squarepoint
New York
$169M -$217M -883,830 -56%
NA
239
NewEdge Advisors
Louisiana
$165M +$7.32M +29,835 +5%
SPIA
240
Steward Partners Investment Advisory
New York
$164M +$7.33M +29,877 +5%
AAMU
241
AEGON Asset Management (UK)
United Kingdom
$162M -$9.7M -39,585 -6%
ZIG
242
Zurich Insurance Group
Switzerland
$160M +$47.1M +191,833 +42%
CF
243
Corebridge Financial
Texas
$158M -$6.8M -27,738 -4%
CWM
244
CIBC World Markets
New York
$158M -$79.6M -324,501 -34%
CNB
245
Czech National Bank
Czech Republic
$158M +$7.73M +31,499 +5%
BAMF
246
BI Asset Management Fondsmaeglerselskab
Denmark
$157M +$10.8M +43,961 +7%
DSA
247
Davis Selected Advisers
Arizona
$157M -$4.38M -17,871 -3%
COPPSERS
248
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$157M +$10M +40,807 +7%
AssetMark Inc
249
AssetMark Inc
California
$157M +$5.96M +24,296 +4%
EWM
250
Evercore Wealth Management
New York
$156M -$3.6M -14,658 -2%
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