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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 %
NMIFOAC
576
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$39.5M – – –
PWP
577
Private Wealth Partners
California
$39.4M -$3.01M -12,256 -7%
ASN
578
Advisory Services Network
Georgia
$39.4M -$760K -3,099 -2%
CS
579
Central Securities
New York
$39.2M -$4.91M -20,000 -11%
SSB
580
Sandy Spring Bank
Maryland
$38.9M -$2.39M -9,734 -6%
JAFL
581
Jay A. Fishman Ltd
Michigan
$38.9M -$3.16M -12,871 -8%
CI
582
Conning Inc
Connecticut
$38.8M -$3.38M -13,767 -8%
FMLI
583
Fukoku Mutual Life Insurance
Japan
$38.6M -$130K -530 -0.3%
MIM
584
Marco Investment Management
Georgia
$38.5M -$94K -383 -0.2%
MWM
585
Modern Wealth Management
Kansas
$38.5M +$379K +1,546 +1%
AIM
586
Allen Investment Management
New York
$38.4M +$70.4K +287 +0.2%
NB
587
Norinchukin Bank
Japan
$38.4M +$4.69M +19,105 +14%
ACA
588
Anchor Capital Advisors
Massachusetts
$38.3M -$1.41M -5,744 -4%
HIP
589
HUB Investment Partners
Texas
$38M +$3.28M +13,370 +9%
AF
590
Aviso Financial
Ontario, Canada
$38M +$34.7M +141,557 +1,070%
MAM
591
Madison Asset Management
Wisconsin
$37.7M -$1.31M -5,353 -3%
FFM
592
Fisher Funds Management
New Zealand
$37.3M -$2.55M -10,415 -6%
VC
593
Vestor Capital
Illinois
$37.2M +$117K +475 +0.3%
B
594
Bailard
California
$37M +$1.45M +5,921 +4%
LSERS
595
Louisiana State Employees Retirement System
Louisiana
$36.9M -$245K -1,000 -0.7%
VFA
596
Valeo Financial Advisors
Indiana
$36.8M +$579K +2,742 +2%
CS
597
Clear Street
New York
$36.8M -$12.3M -50,000 -25%
FSA
598
Franklin Street Advisors
North Carolina
$36.7M -$195K -795 -0.5%
AWS
599
Atria Wealth Solutions
New York
$36.7M -$4.82M -19,642 -12%
RIL
600
Rothschild Investment LLC
Illinois
$36.6M -$421K -1,716 -1%
22 23
24
25 26