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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 %
DWM
426
Dakota Wealth Management
Florida
$62.9M +$16M +65,148 +34%
CS
427
Cannell & Spears
New York
$62.6M +$1.29M +5,266 +2%
RIM
428
Rakuten Investment Management
Japan
$62.2M +$62.2M +256,097 New
DWP
429
Daymark Wealth Partners
Ohio
$62.1M -$24.3M -99,109 -28%
CA
430
Clearstead Advisors
Ohio
$62M -$330K -1,344 -0.5%
MG
431
Markel Group
Virginia
$62M – – –
MIFH
432
Migdal Insurance & Financial Holdings
Israel
$61.9M -$334K -1,360 -0.5%
RBI
433
Raiffeisen Bank International
Austria
$61.8M +$48.4M +199,372 +361%
CAG
434
Crestwood Advisors Group
Massachusetts
$61.7M +$1.13M +4,624 +2%
TAM
435
Todd Asset Management
Kentucky
$61.5M -$9.57K -39 -0%
SCTC
436
Sanibel Captiva Trust Company
Florida
$61.4M -$516K -2,102 -0.8%
Envestnet Portfolio Solutions
437
Envestnet Portfolio Solutions
Illinois
$61M -$20.4M -83,248 -25%
AI
438
Atria Investments
North Carolina
$60.8M -$3.87M -15,763 -6%
BF
439
BOK Financial
Oklahoma
$60.6M -$11.9M -48,486 -16%
FHA
440
First Horizon Advisors
Tennessee
$60.4M +$2.31M +9,402 +4%
KB
441
Kimelman & Baird
New York
$60M -$1.08M -4,387 -2%
CWM
442
Congress Wealth Management
Massachusetts
$59.6M +$12.2M +49,539 +26%
CVA
443
Ceredex Value Advisors
Florida
$59.4M -$5.35M -21,802 -8%
PCM
444
Parsons Capital Management
Rhode Island
$59.2M -$386K -1,574 -0.6%
OPERF
445
Oregon Public Employees Retirement Fund
Oregon
$58.9M -$285K -1,160 -0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
446
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$58.8M +$7.2M +29,350 +14%
CIC
447
Crawford Investment Counsel
Georgia
$58.6M -$56.2M -228,997 -49%
ADEF
448
Adams Diversified Equity Fund
Maryland
$58.4M +$6.7M +27,300 +13%
MCI
449
McDonald Capital Investors
California
$58.3M -$56.4K -230 -0.1%
ZIC
450
ZWJ Investment Counsel
Georgia
$58.2M -$1.37M -5,584 -2%
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