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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 %
MIF
351
Mediolanum International Funds
Ireland
$89.4M -$3.09M -12,713 -3%
FAF
352
Fjarde Ap-fonden
Sweden
$89.3M -$22.4M -91,200 -20%
IMCOOI
353
Investment Management Corp of Ontario (IMCO)
Canada
$88.6M -$105K -428 -0.1%
CIS
354
Capital International Sarl
California
$88.5M +$7.37M +30,039 +9%
GF
355
Gabelli Funds
New York
$88.4M -$5.04M -20,535 -5%
SYBT
356
Stock Yards Bank & Trust
Kentucky
$87.4M -$5.52M -22,522 -6%
WPC
357
Waters Parkerson & Co
Louisiana
$87.1M -$910K -3,711 -1%
WSFS
358
Wilmington Savings Fund Society
Delaware
$86.7M -$2.98M -12,154 -3%
VDI
359
Vaughan David Investments
Illinois
$86.4M -$2.1M -8,577 -2%
PWP
360
Principle Wealth Partners
Connecticut
$86.3M -$65.7K -268 -0.1%
PAG
361
Private Advisor Group
New Jersey
$86.2M -$60.8M -247,828 -41%
SFA
362
Sequoia Financial Advisors
Ohio
$85.5M +$13.8M +56,110 +19%
MOACM
363
Mutual of America Capital Management
New York
$85.4M -$3.16M -12,867 -4%
FFM
364
Fullerton Fund Management
Singapore
$85.3M -$131M -533,306 -61%
RMDI
365
R.M. Davis Inc
Maine
$85.1M +$1.09M +4,445 +1%
CPSAC
366
Chas P. Smith & Associates (CPS)
Florida
$85.1M -$2.55M -10,381 -3%
Vontobel Holding
367
Vontobel Holding
Switzerland
$85M +$13.8M +56,103 +19%
DCM
368
Donaldson Capital Management
Indiana
$84.5M +$633K +2,580 +0.8%
EOJOAM
369
E. Ohman J:or Asset Management
Sweden
$84M -$4.52M -18,410 -5%
OIAM
370
OFI Invest Asset Management
France
$83.5M -$553K -2,435 -0.7%
FT
371
Fiduciary Trust
Massachusetts
$83.2M +$2.39M +9,750 +3%
QPBE
372
Quintet Private Bank (Europe)
Luxembourg
$83.1M -$4.8M -19,554 -5%
AF
373
Allworth Financial
California
$82.1M -$809K -3,308 -1%
FLPIM
374
F.L. Putnam Investment Management
Massachusetts
$82M -$1.2M -4,879 -1%
ACI
375
Alpha Cubed Investments
California
$81.5M +$11.7M +47,736 +17%
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