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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 %
LMIM
376
Lockheed Martin Investment Management
Maryland
$81.2M -$3.07M -12,520 -4%
UBP
377
Union Bancaire Privee
Switzerland
$81.1M +$13M +54,390 +19%
SOADOR
378
State of Alaska Department of Revenue
Alaska
$80.3M +$1.59M +6,475 +2%
Mirae Asset Global ETFs Holdings
379
Mirae Asset Global ETFs Holdings
Hong Kong
$80.2M +$4.06M +16,536 +5%
AAS
380
Avantax Advisory Services
Texas
$79.3M +$587K +2,391 +0.7%
IC
381
IEQ Capital
California
$79.2M +$5.16M +21,020 +7%
Wealthfront Advisers
382
Wealthfront Advisers
California
$78M +$7.07M +28,829 +10%
MNA
383
Manning & Napier Advisors
New York
$77.9M -$3.8M -15,510 -5%
TPSF
384
Texas Permanent School Fund
Texas
$77.9M +$77.9M +318,492 New
JCM
385
Junto Capital Management
New York
$77.5M -$45.5M -185,563 -37%
MFIM
386
Mesirow Financial Investment Management
Illinois
$77.5M -$753K -3,070 -1%
Pzena Investment Management
387
Pzena Investment Management
New York
$76.6M -$74.7M -304,534 -49%
WTC
388
WhitTier Trust Company
Nevada
$76.3M +$1.06M +4,318 +1%
NCM
389
Nearwater Capital Markets
Ireland
$75.6M -$9.32M -38,000 -11%
KPWS
390
Kestra Private Wealth Services
Texas
$75.5M +$848K +3,458 +1%
JEST
391
JTC Employer Solutions Trustee
Jersey
$75.5M -$375K -1,531 -0.5%
CFG
392
Citizens Financial Group
Rhode Island
$75.3M -$4.58M -18,676 -6%
AA
393
Ancora Advisors
Ohio
$75.2M -$379K -1,544 -0.5%
BP
394
BNP Paribas
France
$75.1M -$4.07M -13,244 -5%
IGAM
395
iA Global Asset Management
Quebec, Canada
$74.9M +$13.8M +56,107 +23%
WB
396
WesBanco Bank
West Virginia
$74.3M -$766K -3,122 -1%
First Manhattan
397
First Manhattan
New York
$74.2M +$17.7M +72,265 +31%
ACA
398
Aptus Capital Advisors
Alabama
$74.1M +$132K +538 +0.2%
SF
399
Synovus Financial
Georgia
$74.1M +$86.8K +354 +0.1%
MHC
400
Meyer Handelman Company
New York
$73.5M +$256K +1,043 +0.3%
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