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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 %
A
476
AustralianSuper
Australia
$52.6M +$41M +167,207 +355%
SDJVC
477
St. Denis J. Villere & Co
Louisiana
$52.2M -$963K -3,924 -2%
BAAM
478
Baker Avenue Asset Management
California
$52.2M -$1.09M -4,434 -2%
TCOV
479
Trust Company of Vermont
Vermont
$52M -$528K -2,153 -1%
ST
480
Sabal Trust
Florida
$51.9M -$2.99M -12,197 -5%
FL
481
FreeGulliver LLC
Louisiana
$51.8M -$32.4K -132 -0.1%
ISL
482
Ingalls & Snyder LLC
New York
$51.8M -$1.28M -5,204 -2%
A
483
Allianz
Germany
$51.7M -$9.4M -38,313 -15%
Pacer Advisors
484
Pacer Advisors
Pennsylvania
$51.5M -$13.1M -53,503 -20%
IIM
485
INTECH Investment Management
Florida
$51.3M -$3.85M -15,702 -7%
CGH
486
Crossmark Global Holdings
Texas
$51.3M +$3.54M +14,416 +7%
PCIA
487
Prime Capital Investment Advisors
Kansas
$51.1M +$10.2M +41,584 +25%
CCM
488
Chilton Capital Management
Texas
$51.1M -$798K -3,252 -2%
HCMG
489
Howard Capital Management Group
California
$51.1M -$816K -3,326 -2%
HIMC
490
Heritage Investors Management Corp
Maryland
$51.1M -$1.17M -4,790 -2%
MCM
491
Mill Capital Management
North Carolina
$51.1M -$575K -2,345 -1%
WIA
492
World Investment Advisors
California
$51.1M +$1.89M +7,718 +4%
IMRF
493
Illinois Municipal Retirement Fund
Illinois
$50.8M +$3.74M +15,231 +8%
GI
494
GAMCO Investors
Connecticut
$50.7M -$2.6M -10,618 -5%
JAM
495
Jupiter Asset Management
United Kingdom
$50.6M +$1.07M +4,361 +2%
KFC
496
Klingenstein Fields & Co
New York
$50.4M -$417K -1,699 -0.8%
CI
497
Cambiar Investors
Colorado
$50.4M -$5.11M -20,838 -9%
AP
498
Americana Partners
Texas
$49.9M +$1.62M +6,595 +3%
TAM
499
Taurus Asset Management
New York
$49.9M -$593K -2,418 -1%
BCI
500
Brinker Capital Investments
Pennsylvania
$49.6M +$1.08M +4,419 +2%
18 19
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