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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 %
OAM
551
Ostrum Asset Management
France
$42.9M +$37.8M +154,120 +737%
LI
552
LMCG Investments
Massachusetts
$42.7M -$2.05M -8,355 -5%
PR
553
Payden & Rygel
California
$42.6M +$6.35M +25,900 +18%
MCM
554
Marsico Capital Management
Colorado
$42M +$3.97M +16,173 +10%
CTA
555
Chesley Taft & Associates
Illinois
$42M +$199K +810 +0.5%
DDPIC
556
Deroy & Devereaux Private Investment Counsel
Michigan
$42M -$491K -2,003 -1%
CA
557
Cornerstone Advisors
North Carolina
$41.9M – – –
HIMCH
558
Hartford Investment Management Co (HIMCO)
Connecticut
$41.9M -$818K -3,335 -2%
RC
559
Randolph Company
Ohio
$41.8M +$20.6K +84 +0%
CL
560
Choreo LLC
Illinois
$41.6M -$1.44M -5,876 -3%
IWC
561
Integrated Wealth Concepts
Massachusetts
$41.6M +$1.94M +7,909 +5%
CTI
562
Community Trust & Investment
Kentucky
$41.4M -$419K -1,707 -1%
CTC
563
Central Trust Company
Missouri
$41.4M -$413K -1,684 -1%
BCP
564
Blue Chip Partners
Michigan
$41.2M -$765K -3,120 -2%
LS
565
Livforsakringsbolaget Skandia
Sweden
$41M -$196K -800 -0.5%
SC
566
Savant Capital
Illinois
$40.7M +$1.06M +4,311 +3%
SSWM
567
Smith Salley Wealth Management
North Carolina
$40.6M -$5.61M -22,863 -12%
RIG
568
RiverFront Investment Group
Virginia
$40.5M +$2.86M +11,672 +8%
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$40.3M -$1.87M -7,640 -4%
SBH
570
Segall Bryant & Hamill
Illinois
$40.2M -$4.93M -20,094 -11%
HCMT
571
Highland Capital Management (Tennessee)
Tennessee
$40.2M -$2.48M -10,102 -6%
SC
572
SouthState Corp
Florida
$39.7M +$1.94M +7,926 +5%
GIBU
573
Gulf International Bank (UK)
United Kingdom
$39.6M -$15.2M -62,005 -28%
DILIC
574
Dai-ichi Life Insurance Company
Japan
$39.6M +$3.08M +12,543 +8%
PCM
575
Polaris Capital Management
Massachusetts
$39.5M -$8.56M -34,907 -18%
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