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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 %
FP
526
Foundry Partners
Minnesota
$45.7M -$11.2M -45,651 -20%
TS
527
Triglav Skladi
Slovenia
$45.6M -$517K -2,109 -1%
FNT
528
First National Trust
Pennsylvania
$45.6M -$1.75M -7,128 -4%
IAA
529
Independent Advisor Alliance
North Carolina
$45.5M +$965K +3,933 +2%
CI
530
Capital International
California
$45.3M +$756K +3,081 +2%
HR
531
Howe & Rusling
New York
$45.2M -$3.91M -15,945 -8%
VF
532
Vest Financial
Virginia
$45.2M +$8.25M +33,618 +22%
DJSG
533
D.J. St. Germain
Massachusetts
$45.1M -$2.11M -8,594 -4%
LFRG
534
Lazard Frères Gestion
France
$44.6M +$44.2M +180,212 +11,090%
KIA
535
KCM Investment Advisors
California
$44.5M +$784K +3,198 +2%
Impax Asset Management Group
536
Impax Asset Management Group
United Kingdom
$44.3M -$23.4M -95,242 -35%
SW
537
SVB Wealth
Massachusetts
$44.3M -$9.12M -37,196 -17%
PFS
538
Prospera Financial Services
Texas
$43.9M +$1.52M +6,208 +4%
MAM
539
Martingale Asset Management
Massachusetts
$43.8M -$5.38M -21,947 -11%
Nomura Holdings
540
Nomura Holdings
Japan
$43.7M -$9.29M -37,873 -18%
NLGIA
541
Nippon Life Global Investors Americas
New York
$43.6M +$4.05M +16,530 +10%
AAIM
542
American Assets Investment Management
California
$43.6M – – –
MGP
543
Metis Global Partners
California
$43.4M +$3.91M +15,926 +10%
CB
544
Cooke & Bieler
Pennsylvania
$43.4M -$12.8M -52,158 -23%
ECM
545
Estabrook Capital Management
New York
$43.4M -$2.45M -9,982 -5%
NP
546
NS Partners
United Kingdom
$43.3M +$598K +2,438 +1%
LCS
547
Levin Capital Strategies
New York
$43.1M -$1.05M -4,267 -2%
EF
548
Empowered Funds
Pennsylvania
$43M +$12.1M +49,417 +39%
EGA
549
Eagle Global Advisors
Texas
$43M -$1.96K -8 -0%
AWM
550
Apollon Wealth Management
South Carolina
$42.9M +$8.4M +34,259 +24%
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