JPM icon

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 %
OPS
501
Orion Portfolio Solutions
Nebraska
$49.6M +$1.08M +4,419 +2%
NIM
502
Northeast Investment Management
Massachusetts
$49.1M -$446K -1,819 -0.9%
SWP
503
Stratos Wealth Partners
Ohio
$49M -$19.6M -79,866 -29%
PWP
504
Perfromance Wealth Partners
Illinois
$49M +$4.41M +17,997 +10%
William Blair Investment Management
505
William Blair Investment Management
Illinois
$48.9M +$13.9M +56,577 +40%
GKIM
506
GW&K Investment Management
Massachusetts
$48.9M -$33.4K -136 -0.1%
OC
507
Oakworth Capital
Alabama
$48.8M -$278K -1,135 -0.6%
HAG
508
HighPoint Advisor Group
Illinois
$48.6M +$101K +412 +0.2%
TC
509
TownSquare Capital
Utah
$48.5M +$3.62M +14,740 +8%
PP
510
Prudential plc
United Kingdom
$48.4M -$4.81M -19,610 -9%
MLL
511
Moody Lynn & Lieberson
Massachusetts
$48.3M +$405K +1,649 +0.8%
SFI
512
Susquehanna Fundamental Investments
Pennsylvania
$47.7M -$26.8M -109,270 -36%
MCM
513
Maple Capital Management
Vermont
$47.6M -$1.31M -5,355 -3%
MWM
514
Meridian Wealth Management
Kentucky
$47.5M -$25K -102 -0.1%
BPCE
515
Bank Pictet & Cie (Europe)
Germany
$47.5M +$397K +1,617 +0.8%
Lazard Asset Management
516
Lazard Asset Management
New York
$47.4M -$38.6M -157,465 -45%
WA
517
WestEnd Advisors
North Carolina
$47.3M -$2.51M -10,229 -5%
CSIC
518
Clifford Swan Investment Counsel
California
$47.2M -$1.28M -5,213 -3%
EAM
519
Erste Asset Management
Austria
$47.2M +$1.07M +4,382 +2%
KRS
520
Kentucky Retirement Systems
Kentucky
$47.1M -$889K -3,624 -2%
HW
521
Hancock Whitney
Mississippi
$47M -$667K -2,718 -1%
BSA
522
Braun Stacey Associates
New York
$46.5M -$1.45M -5,912 -3%
EH
523
Equitable Holdings
New York
$46.4M +$2.95M +12,022 +7%
NIM
524
NEOS Investment Management
Connecticut
$46.2M +$8.9M +36,299 +24%
GI
525
Gradient Investments
Minnesota
$46M +$3.47M +14,129 +8%
19 20
21
22 23