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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 %
BPWM
401
Badgley Phelps Wealth Managers
Washington
$73.5M -$744K -3,032 -1%
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$73.2M -$3.76M -15,339 -5%
CAU
403
Caxton Associates (UK)
$72.1M +$72.1M +293,738 New
AAP
404
Aristotle Atlantic Partners
Florida
$71.8M +$2.16M +8,816 +3%
ATC
405
Argent Trust Co
Tennessee
$70.8M +$162K +659 +0.2%
NIM
406
Nexus Investment Management
Ontario, Canada
$70.1M -$101K -285 -0.1%
T. Rowe Price Investment Management
407
T. Rowe Price Investment Management
Maryland
$70M +$68M +277,223 +3,406%
WG
408
Welch Group
Alabama
$69M -$4.11M -16,924 -6%
SCP
409
Seizert Capital Partners
Michigan
$68.2M -$1.67M -6,810 -2%
TAM
410
Tocqueville Asset Management
New York
$68.2M -$277K -1,131 -0.4%
BHC
411
Bowen Hanes & Co
Florida
$68.1M +$3.24M +13,224 +5%
Dodge & Cox
412
Dodge & Cox
California
$68M -$3.99M -16,257 -6%
PI
413
PGGM Investments
Netherlands
$67.6M -$362K -1,475 -0.5%
RCM
414
RNC Capital Management
California
$66.8M -$21.2M -86,342 -24%
BBVA
415
Banco Bilbao Vizcaya Argentaria
Spain
$66M +$2.08M +8,485 +3%
SAM
416
Silvercrest Asset Management
New York
$65.8M +$1.37M +5,604 +2%
VLKIM
417
Van Lanschot Kempen Investment Management
Netherlands
$65.2M +$20.9M +85,403 +47%
NSIM
418
North Star Investment Management
Illinois
$65.2M -$764K -3,116 -1%
BIAS
419
Beacon Investment Advisory Services
New Jersey
$64.7M -$1.03M -4,213 -2%
TI
420
Tidal Investments
Wisconsin
$64.2M -$3.68M -15,002 -5%
GC
421
Guggenheim Capital
Illinois
$64M -$6.91M -28,187 -10%
RMA
422
Roffman Miller Associates
Pennsylvania
$63.7M -$1.66M -6,774 -3%
NC
423
Nicholas Company
Wisconsin
$63.4M -$1.47M -6,010 -2%
DRZID
424
DePrince Race & Zollo Inc (DRZ)
Florida
$63M -$1.29M -5,267 -2%
AS
425
Aware Super
Australia
$63M – – –
15 16
17
18 19