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 %
AWM
326
AE Wealth Management
Kansas
$97.5M +$4.06M +16,541 +4%
AAB
327
ABN AMRO Bank
Netherlands
$96.1M -$20.2M -82,549 -17%
TH
328
TCTC Holdings
Texas
$95.3M -$94.2K -384 -0.1%
HPC
329
HM Payson & Co
Maine
$93.7M +$12.4M +50,664 +15%
YCM
330
Yousif Capital Management
Michigan
$93.7M -$1.86M -7,599 -2%
CAM
331
Cresset Asset Management
Illinois
$93.6M -$6.71M -27,361 -7%
VMPIC
332
Varma Mutual Pension Insurance Co
Finland
$92.8M -$10.4M -42,600 -10%
CFB
333
Cullen/Frost Bankers
Texas
$92.6M -$3.72M -15,175 -4%
BCM
334
Becker Capital Management
Oregon
$92.6M -$1.82M -7,426 -2%
BPA
335
Beacon Pointe Advisors
California
$92.6M -$3.21M -13,085 -3%
SI
336
Stephens Inc
Arkansas
$92.1M -$769K -3,135 -0.8%
CIC
337
Carnegie Investment Counsel
Ohio
$91.8M +$14.7M +66,905 +19%
NYLIM
338
New York Life Investment Management
New York
$91.7M -$943K -3,846 -1%
BTCPP
339
Border to Coast Pensions Partnership
United Kingdom
$91.7M – – –
Parnassus Investments
340
Parnassus Investments
California
$91.7M +$91.7M +373,822 New
AIM
341
Achmea Investment Management
Netherlands
$91.2M +$16.2M +66,028 +22%
Connor, Clark & Lunn Investment Management (CC&L)
342
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$91.1M +$873K +3,558 +1%
UCFA
343
United Capital Financial Advisors
Texas
$90.9M -$1.8M -7,334 -2%
Millennium Management
344
Millennium Management
New York
$90.7M -$320M -1,305,183 -78%
CRC
345
Curi RMB Capital
Illinois
$90.7M -$3.71M -15,129 -4%
PNC
346
Park National Corp
Ohio
$90.2M -$2.79M -11,358 -3%
BAM
347
Berkshire Asset Management
Pennsylvania
$90.2M -$11.2M -44,528 -11%
MGP
348
M&G plc
United Kingdom
$89.7M -$5.57M -22,739 -6%
VPIM
349
Vanguard Personalized Indexing Management
California
$89.6M +$4.37M +17,819 +5%
BS
350
Banco Santander
Spain
$89.5M +$5.56M +22,673 +7%
12 13
14
15 16