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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 %
PMG
726
ProVise Management Group
Florida
$26.7M -$543K -2,213 -2%
MDSL
727
M.D. Sass LLC
New York
$26.6M -$4.84M -19,717 -15%
RC
728
RBO & Co
California
$26.6M -$504K -2,053 -2%
LOAMS
729
Lombard Odier Asset Management (Switzerland)
Switzerland
$26.6M +$9.53M +38,850 +56%
SDIC
730
South Dakota Investment Council
South Dakota
$26.5M -$229K -935 -0.9%
FTWA
731
Fifth Third Wealth Advisors
Ohio
$26.4M +$2.42M +9,871 +10%
Temasek Holdings
732
Temasek Holdings
Singapore
$26.4M +$4.98M +20,300 +23%
AIM
733
Avity Investment Management
Connecticut
$26.4M -$748K -3,050 -3%
AG
734
AIA Group
Hong Kong
$26.2M +$3.66M +14,936 +16%
ACIM
735
Azimuth Capital Investment Management
Michigan
$26.2M -$589K -2,402 -2%
DCM
736
Dupont Capital Management
Delaware
$25.9M -$1.4M -5,717 -5%
EDRH
737
Edmond de Rothschild Holding
Switzerland
$25.9M -$1.39M -5,662 -5%
ACH
738
ArrowMark Colorado Holdings
Colorado
$25.9M – – –
SHFA
739
SS&H Financial Advisors
Michigan
$25.9M -$278K -1,134 -1%
SLI
740
Sumitomo Life Insurance
Japan
$25.8M +$214K +873 +0.8%
MMA
741
Miracle Mile Advisors
California
$25.8M +$153K +624 +0.6%
LW
742
Linscomb Wealth
Texas
$25.7M -$697K -2,840 -3%
GIM
743
Grassi Investment Management
California
$25.7M -$156K -635 -0.6%
TFS
744
Thoroughbred Financial Services
Tennessee
$25.7M +$1.22M +4,970 +5%
CSP
745
Cary Street Partners
Virginia
$25.7M -$337K -1,373 -1%
TNB
746
Thomasville National Bank
Georgia
$25.6M -$20.5M -83,436 -44%
TI
747
Trexquant Investment
Connecticut
$25.6M +$25.6M +104,189 New
KCM
748
Kornitzer Capital Management
Kansas
$25.5M -$283K -1,154 -1%
RAM
749
Rempart Asset Management
Canada
$25.5M -$3.27M -13,348 -11%
FCH
750
Freestone Capital Holdings
Washington
$25.5M -$1.01M -4,106 -4%
28 29
30
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