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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 %
SCA
301
STALEY CAPITAL ADVISERS
Pennsylvania
$109M -$5.64M -22,979 -5%
PA
302
Pinnacle Associates
New York
$109M -$872K -3,553 -0.8%
FCI
303
Financial Counselors Inc
Kansas
$108M -$6.31M -25,713 -6%
GLF
304
Groupe la Francaise
France
$108M +$17.2M +69,882 +19%
UB
305
UMB Bank
Missouri
$107M -$10.4M -42,405 -9%
Mawer Investment Management
306
Mawer Investment Management
Alberta, Canada
$106M -$2.67M -10,884 -2%
Man Group
307
Man Group
United Kingdom
$105M +$32.8M +133,571 +45%
MCM
308
MAI Capital Management
Ohio
$105M +$5.2M +21,192 +5%
RWP
309
RWA Wealth Partners
Massachusetts
$105M -$2.32M -9,472 -2%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$105M +$10M +40,900 +11%
EB
311
Eastern Bank
Massachusetts
$105M -$6.92M -28,224 -6%
NW
312
NewEdge Wealth
Pennsylvania
$104M +$3.95M +16,100 +4%
Lido Advisors
313
Lido Advisors
California
$103M +$20.8M +84,662 +25%
BMO
314
Beck Mack & Oliver
New York
$103M -$1.99M -8,111 -2%
WIM
315
Waverton Investment Management
United Kingdom
$103M +$3.98M +16,236 +4%
X
316
Xponance
Pennsylvania
$102M -$153K -624 -0.1%
DADC
317
D.A. Davidson & Co
Montana
$102M +$1.8M +7,337 +2%
Acadian Asset Management
318
Acadian Asset Management
Massachusetts
$101M +$9.99M +40,748 +11%
GT
319
Glenview Trust
Kentucky
$101M -$1.29M -5,276 -1%
PFSRSONJ
320
Police & Firemen's Retirement System of New Jersey
New Jersey
$100M +$33.4K +136 +0%
ESBC
321
E.S. Barr & Co
Kentucky
$99.9M -$5.58M -22,746 -5%
GPA
322
Guidance Point Advisors
Massachusetts
$98.4M -$3.43K -14 -0%
HR
323
Hardy Reed
Mississippi
$98.3M -$59.6K -243 -0.1%
ABC
324
Associated Banc-Corp
Wisconsin
$98.2M +$3.82M +15,580 +4%
OC
325
Oppenheimer & Co
New York
$97.6M +$8.04M +32,782 +9%
11 12
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