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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 %
WP
451
Woodline Partners
California
$57.9M +$16.5M +67,156 +40%
FWIA
452
Fort Washington Investment Advisors
Ohio
$57.1M +$9.34M +38,072 +20%
BIP
453
Brandes Investment Partners
California
$57M -$3.37M -13,722 -6%
VVP
454
Venture Visionary Partners
Ohio
$56.9M +$4.13M +16,827 +8%
SFM
455
Soros Fund Management
New York
$56.7M +$56.7M +230,963 New
MHI
456
Miller Howard Investments
New York
$56.3M -$14.8M -60,210 -21%
MWM
457
Modera Wealth Management
New Jersey
$56.2M -$1.07M -4,359 -2%
SC
458
Sculptor Capital
New York
$56M +$13.5M +55,000 +32%
SIC
459
Salem Investment Counselors
North Carolina
$55.9M -$129K -524 -0.2%
ACM
460
Argent Capital Management
Missouri
$55.9M -$2.5M -10,181 -4%
CTB
461
Country Trust Bank
Illinois
$55.6M +$2.81M +11,466 +5%
JIC
462
Johnson Investment Counsel
Ohio
$55.2M -$1.64M -6,668 -3%
CIA
463
Capital Investment Advisors
Georgia
$55M +$1.43M +5,820 +3%
PCH
464
Polar Capital Holdings
United Kingdom
$54.9M -$2.05M -8,355 -4%
MSU
465
Mizuho Securities USA
New York
$54.9M -$10.5M -42,946 -16%
WT
466
Washington Trust
Rhode Island
$54.2M +$7.67M +31,261 +16%
BB
467
Busey Bank
Illinois
$54.1M -$4.77M -19,461 -8%
DWM
468
Destination Wealth Management
California
$54.1M -$2.17M -8,847 -4%
GAM
469
Generali Asset Management
Italy
$54M +$1.62M +6,602 +3%
HWM
470
HB Wealth Management
Georgia
$53.8M +$11.8M +47,905 +28%
NAM
471
NorthCrest Asset Manangement
Minnesota
$53.7M -$2.75M -11,192 -5%
MSR
472
Main Street Research
Connecticut
$53.6M +$969K +3,950 +2%
WA
473
Waverly Advisors
Alabama
$53.5M +$14.2M +57,928 +36%
EPIM
474
Evelyn Partners Investment Management
$52.9M +$52.9M +177,488 New
WBG
475
Wharton Business Group
Pennsylvania
$52.8M -$105K -427 -0.2%
17 18
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