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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 %
Federated Hermes
251
Federated Hermes
Pennsylvania
$156M +$57.3M +233,777 +58%
BMSSC
252
B. Metzler seel. Sohn & Co
Germany
$153M +$38.6M +157,205 +34%
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$152M +$6.06M +24,695 +4%
Los Angeles Capital Management
254
Los Angeles Capital Management
California
$151M +$10.6M +43,196 +8%
WT
255
Whittier Trust
California
$151M +$1.08M +4,406 +0.7%
PFP
256
Pinnacle Financial Partners
Tennessee
$149M -$1.82M -7,478 -1%
PGFC
257
Peapack-Gladstone Financial Corp
New Jersey
$148M -$4.03M -16,432 -3%
VRS
258
Virginia Retirement Systems
Virginia
$147M +$147M +599,738 New
DC
259
Davenport & Co
Virginia
$144M -$587K -2,396 -0.4%
ATN
260
AMF Tjänstepension
Sweden
$144M +$5.52M +22,502 +4%
AM
261
AGF Management
Ontario, Canada
$143M -$5.21M -21,250 -4%
CA
262
Commerzbank Aktiengesellschaft
Germany
$143M +$11.3M +46,194 +9%
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$142M +$10.5M +42,667 +8%
WJWM
264
Williams Jones Wealth Management
New York
$142M +$911K +3,713 +0.6%
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$141M +$2.93M +11,930 +2%
Jane Street
266
Jane Street
New York
$140M -$56.6M -230,596 -29%
FMI
267
Factory Mutual Insurance
Massachusetts
$139M – – –
P
268
&Partners
Tennessee
$137M +$11M +45,297 +9%
CII
269
Capital International Inc
California
$137M +$7.08M +28,853 +5%
CLGM
270
Capitolis Liquid Global Markets
New York
$136M +$72.1M +293,900 +113%
MSV
271
MN Services Vermogensbeheer
Netherlands
$134M -$21M -85,500 -14%
DK
272
DJE Kapital
Germany
$134M -$46M -192,241 -26%
AB
273
Amalgamated Bank
New York
$134M +$1.09M +4,458 +0.8%
BCIM
274
British Columbia Investment Management
British Columbia, Canada
$132M -$1.57M -6,413 -1%
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131M -$3.55M -14,457 -3%
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