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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 %
NCM
626
Noesis Capital Mangement
Florida
$34.2M +$28.7K +117 +0.1%
AP
627
Appleton Partners
Massachusetts
$34.2M -$834K -3,400 -2%
OCM
628
Osterweis Capital Management
California
$34M +$95.9K +391 +0.3%
KCM
629
Kanawha Capital Management
Virginia
$34M +$258K +1,052 +0.8%
RT
630
Rockland Trust
Massachusetts
$33.9M -$5.52M -22,523 -14%
PIM
631
Penobscot Investment Management
Massachusetts
$33.6M +$723K +2,949 +2%
NIG
632
NFJ Investment Group
Texas
$33.6M -$972K -3,961 -3%
NB
633
NBT Bank
New York
$33.6M -$942K -3,841 -3%
OA
634
Oak Associates
Ohio
$33.4M -$2.48M -10,101 -7%
AWM
635
Axxcess Wealth Management
California
$33.4M -$2.78M -11,330 -8%
FAM
636
Fred Alger Management
New York
$33.1M +$4.97M +20,241 +18%
DIA
637
Dana Investment Advisors
Wisconsin
$33.1M -$726K -2,958 -2%
NRS
638
Neville Rodie & Shaw
New York
$33M -$1.58M -6,459 -5%
GT
639
Greenleaf Trust
Michigan
$33M +$1.2M +4,895 +4%
OIA
640
OneDigital Investment Advisors
Kansas
$33M -$2.3M -9,390 -7%
FCBT
641
First Citizens Bank & Trust
North Carolina
$32.9M -$1.3M -5,313 -4%
Barrow, Hanley, Mewhinney & Strauss
642
Barrow, Hanley, Mewhinney & Strauss
Texas
$32.9M -$5.37M -21,886 -14%
FFIC
643
First Fiduciary Investment Counsel
Ohio
$32.9M -$2.28M -9,290 -6%
ALMGDA
644
AG2R La Mondiale Gestion d'Actifs
France
$32.9M +$32.9M +124,574 New
MSRPS
645
Maryland State Retirement & Pension System
Maryland
$32.3M -$4.94M -20,139 -13%
NMERB
646
New Mexico Educational Retirement Board
New Mexico
$32.3M -$1.01M -4,100 -3%
TBA
647
Tower Bridge Advisors
Pennsylvania
$32.1M -$130K -530 -0.4%
BMCM
648
Bryn Mawr Capital Management
Pennsylvania
$32.1M -$2.72M -11,081 -8%
NCM
649
Narwhal Capital Management
Georgia
$32M +$1.18M +4,815 +4%
BBA
650
BLB&B Advisors
Pennsylvania
$32M -$757K -3,085 -2%
24 25
26
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