JPM icon

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 %
Kovitz Investment Group Partners
276
Kovitz Investment Group Partners
Illinois
$131M -$77.9M -317,541 -37%
BIM
277
Bridges Investment Management
Nebraska
$130M -$2.09M -8,505 -2%
II
278
IFM Investors
Australia
$128M -$1.28M -5,228 -1%
QCM
279
QRG Capital Management
Illinois
$128M +$4.89M +19,925 +4%
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$127M -$536K -2,184 -0.4%
AV
281
ASR Vermogensbeheer
Netherlands
$126M +$126M +515,437 New
CAI
282
Capital Advisors Inc
Oklahoma
$124M +$4.23M +17,257 +4%
NAM
283
Nissay Asset Management
Japan
$124M -$14.5M -59,174 -10%
TG
284
TCW Group
California
$124M -$4.12M -16,792 -3%
Capital Fund Management (CFM)
285
Capital Fund Management (CFM)
France
$122M +$62.4M +254,368 +105%
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$121M +$9.09M +37,050 +8%
QCM
287
Quantinno Capital Management
New York
$120M +$38.6M +157,178 +47%
KAS
288
Kestra Advisory Services
Texas
$119M -$10.1M -41,147 -8%
SC
289
Sapient Capital
Indiana
$117M -$468K -1,908 -0.4%
BCM
290
Basswood Capital Management
New York
$115M – – –
TIAA Trust, National Association
291
TIAA Trust, National Association
North Carolina
$115M -$2.19M -8,928 -2%
OAM
292
Oppenheimer Asset Management
New York
$115M -$31.7M -129,431 -22%
URS
293
Utah Retirement Systems
Utah
$114M -$180K -732 -0.2%
BNP Paribas Asset Management
294
BNP Paribas Asset Management
France
$113M +$19.1M +77,726 +20%
TRSOTSOK
295
Teachers Retirement System of the State of Kentucky
Kentucky
$113M +$703K +2,867 +0.6%
IMPI
296
Ilmarinen Mutual Pension Insurance
Finland
$112M – – –
UIM
297
USS Investment Management
United Kingdom
$111M -$4.42K -18 -0%
Pathstone Holdings
298
Pathstone Holdings
New Jersey
$111M +$1.73M +7,077 +2%
WGAM
299
Wilkinson Global Asset Management
New York
$110M -$1.69M -6,879 -2%
ACM
300
Advisors Capital Management
New Jersey
$109M +$649K +2,647 +0.6%
10 11
12
13 14