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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 %
HFS
601
Hantz Financial Services
Michigan
$36.5M -$900K -3,669 -2%
Tudor Investment Corp
602
Tudor Investment Corp
Connecticut
$36.5M +$36.5M +148,748 New
SAM
603
Securian Asset Management
Minnesota
$36.3M -$784K -3,197 -2%
RPI
604
Railway Pension Investments
United Kingdom
$36.3M +$1.12M +4,564 +3%
CIP
605
Cornerstone Investment Partners
Georgia
$36.3M -$8.02M -32,702 -18%
CAM
606
Carret Asset Management
New York
$36.1M -$341K -1,391 -0.9%
SCA
607
Snowden Capital Advisors
New York
$36.1M -$19.1K -78 -0.1%
AUB
608
Atlantic Union Bankshares
Virginia
$36M -$2.78M -11,346 -7%
GWM
609
Geneos Wealth Management
Colorado
$36M +$19.9M +71,843 +124%
WAS
610
Wesleyan Assurance Society
United Kingdom
$36M +$450K +1,835 +1%
FIA
611
Foundations Investment Advisors
Arizona
$35.8M +$4.28M +17,437 +14%
LBC
612
Lowe Brockenbrough & Co
Virginia
$35.7M -$15.5K -63 -0%
IG
613
ING Group
Netherlands
$35.7M +$22.3M +90,821 +167%
MIA
614
MMBG Investment Advisors
Florida
$35.5M -$341K -1,391 -1%
MAA
615
Matrix Asset Advisors
New York
$35.5M -$4.23M -17,245 -11%
FNBT
616
FineMark National Bank & Trust
Florida
$35.4M -$983K -4,008 -3%
WAM
617
Wilsey Asset Management
California
$35.4M -$1.73M -7,066 -5%
MWM
618
Moran Wealth Management
Florida
$35.3M -$21.8M -88,869 -38%
FA
619
Fiduciary Alliance
South Carolina
$35.1M +$293K +1,193 +0.8%
HP
620
Hosking Partners
United Kingdom
$34.9M -$6.67M -27,175 -16%
MME
621
Meag Munich Ergo
Germany
$34.4M -$10.7M -43,688 -24%
SBCM
622
Schwerin Boyle Capital Management
Massachusetts
$34.4M -$1.5M -6,118 -4%
ECM
623
ExodusPoint Capital Management
New York
$34.3M +$34.3M +139,858 New
AAIS
624
ABN AMRO Investment Solutions
$34.3M +$2.27M +9,234 +7%
LG
625
LaFleur & Godfrey
Michigan
$34.2M +$192K +781 +0.6%
23 24
25
26 27