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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 %
PP
651
Patten & Patten
Tennessee
$32M -$698K -2,847 -2%
PA
652
Parallel Advisors
California
$32M +$216K +881 +0.7%
MFAM
653
Motley Fool Asset Management
Virginia
$31.9M -$472K -1,924 -1%
AIMC
654
Alley Investment Management Company
Illinois
$31.8M +$64.8K +264 +0.2%
VA
655
Vident Advisory
Georgia
$31.8M +$4.75M +19,350 +18%
DWT
656
Dorsey & Whitney Trust
South Dakota
$31.8M +$374K +1,523 +1%
SCA
657
Stonebridge Capital Advisors
Minnesota
$31.7M -$6.34M -25,854 -17%
HF
658
HRT Financial
New York
$31.6M -$132M -539,675 -81%
EMPI
659
Elo Mutual Pension Insurance
Finland
$31.6M -$32.1M -130,890 -50%
ECM
660
Eisler Capital Management
United Kingdom
$31.6M +$29.2M +119,266 +1,260%
PCM
661
Palisade Capital Management
New Jersey
$31.5M -$947K -3,861 -3%
AHB
662
Abner Herrman & Brock
New Jersey
$31.4M -$387K -1,576 -1%
MC
663
Moors & Cabot
Massachusetts
$31.3M -$1.48M -6,045 -5%
FAB
664
First American Bank
Illinois
$31.2M +$520K +2,121 +2%
SGK
665
Steigerwald Gordon & Koch
Virginia
$31.1M -$729K -2,970 -2%
BT
666
Banque Transatlantique
France
$31.1M -$25.5M -104,088 -45%
VV
667
Verity & Verity
South Carolina
$30.9M +$129K +524 +0.4%
MYLI
668
Meiji Yasuda Life Insurance
Japan
$30.8M -$133K -542 -0.4%
HSA
669
HBK Sorce Advisory
Pennsylvania
$30.8M +$78.7K +321 +0.3%
PWM
670
Perigon Wealth Management
California
$30.8M -$342K -1,394 -1%
BEI
671
Benjamin Edwards Inc
Missouri
$30.8M -$5.34M -21,761 -15%
SC
672
Shellback Capital
Massachusetts
$30.7M +$30.7M +125,000 New
RCP
673
RIT Capital Partners
United Kingdom
$30.7M -$6.77M -27,600 -18%
NRG
674
Nemes Rush Group
Michigan
$30.7M -$263K -1,072 -0.9%
VIM
675
Vinva Investment Management
Australia
$30.6M -$2.22M -9,155 -7%
25 26
27
28 29