JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

4,592 hedge funds and large institutions have $486B invested in JPMorgan Chase in 2025 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 1,840 increasing their positions, 2,102 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,592
Holders Change
-7
Holders Change %
-0.15%
% 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
11.32%
New
207
Increased
1,840
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
$2.96B
2
UBS Group
UBS Group
Switzerland
$5.39B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$14.9B
4
BlackRock
BlackRock
New York
$51.1B
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.11B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$5.85B
2
Viking Global Investors
Viking Global Investors
Connecticut
$533M
3
Capital International Investors
Capital International Investors
California
$7.06B
4
Capital World Investors
Capital World Investors
California
$6.18B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
Nuveen LLC
North Carolina
$3.97B +$3.97B +16,195,706 New
Raymond James Financial
27
Raymond James Financial
Florida
$3.59B -$9.13M -37,232 -0.3%
Invesco
28
Invesco
Georgia
$3.37B +$134M +547,110 +4%
Franklin Resources
29
Franklin Resources
California
$3.25B -$106M -432,689 -3%
Barclays
30
Barclays
United Kingdom
$2.96B +$994M +4,051,792 +51%
Deutsche Bank
31
Deutsche Bank
Germany
$2.68B -$386M -1,572,031 -13%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$2.17B -$65.6M -267,344 -3%
Sanders Capital
33
Sanders Capital
Florida
$1.9B -$119M -484,451 -6%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$1.83B +$51.2M +209,506 +3%
DZ Bank
35
DZ Bank
Germany
$1.83B -$794M -3,237,026 -30%
Boston Partners
36
Boston Partners
Massachusetts
$1.8B -$247M -1,010,030 -12%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.74B -$1.39M -5,661 -0.1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$1.67B -$11M -44,673 -0.7%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$1.65B -$18.8M -76,448 -1%
ClearBridge Investments
40
ClearBridge Investments
New York
$1.54B -$108M -441,785 -7%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.5B +$34.3M +139,669 +2%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$1.5B -$191M -779,177 -11%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.46B -$74.4M -303,484 -5%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$1.43B -$57M -234,844 -4%
TIM
45
Thornburg Investment Management
New Mexico
$1.42B -$175M -71,325 -11%
AllianceBernstein
46
AllianceBernstein
Tennessee
$1.35B -$151M -613,940 -10%
Bessemer Group
47
Bessemer Group
New Jersey
$1.33B -$93.5M -381,344 -7%
Principal Financial Group
48
Principal Financial Group
Iowa
$1.33B -$39.3M -160,088 -3%
Amundi
49
Amundi
France
$1.32B +$104M +452,589 +9%
Citigroup
50
Citigroup
New York
$1.31B +$236M +963,908 +22%
1
2
3 4 5