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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 %
ABTD
751
Arvest Bank Trust Division
Oklahoma
$25.4M -$4.59M -18,717 -15%
LFAS
752
Level Four Advisory Services
Texas
$25.3M +$1.04M +4,259 +4%
NEI
753
Northwest & Ethical Investments
Ontario, Canada
$25.3M +$2.39M +9,758 +10%
BHIA
754
Birch Hill Investment Advisors
Massachusetts
$25.2M -$262K -1,068 -1%
TCOT
755
Trust Company of Toledo
Ohio
$25M +$4.91K +20 +0%
CIG
756
Cullen Investment Group
Louisiana
$24.9M +$47.8K +195 +0.2%
NO
757
Ninety One
South Africa
$24.9M -$6.29M -25,890 -20%
CAMG
758
CWA Asset Management Group
Florida
$24.9M -$1.42M -5,779 -5%
LIP
759
Lighthouse Investment Partners
Florida
$24.8M +$20.3M +82,636 +446%
KOCAA
760
Knights of Columbus Asset Advisors
Connecticut
$24.8M +$9.99M +40,737 +67%
EF
761
Empirical Finance
Pennsylvania
$24.8M +$259K +1,054 +1%
ELC
762
Edgar Lomax Company
Virginia
$24.7M -$7.62M -31,080 -24%
CA
763
Callahan Advisors
Texas
$24.7M -$1.86M -7,572 -7%
CAM
764
Cidel Asset Management
Ontario, Canada
$24.7M +$809K +3,296 +3%
UBV
765
United Bank (Virginia)
Virginia
$24.6M -$164K -670 -0.7%
AAF
766
Andra AP-fonden
Sweden
$24.5M -$36.8M -150,200 -60%
AC
767
Allstate Corporation
Illinois
$24.4M +$3.61M +14,731 +17%
OHIS
768
Oak Harvest Investment Services
Texas
$24.4M +$946K +3,855 +4%
SWM
769
Spire Wealth Management
Virginia
$24.3M +$1.01M +4,102 +4%
OCBCO
770
Oversea-Chinese Banking Corp (OCBC)
Singapore
$24.3M -$1.14M -4,643 -4%
STA
771
Summit Trail Advisors
New York
$24.3M +$2.31M +9,397 +10%
Capstone Investment Advisors
772
Capstone Investment Advisors
New York
$24.3M +$19.5M +79,558 +409%
WTB
773
Washington Trust Bank
Washington
$24.1M +$21.3K +87 +0.1%
BCM
774
Brookstone Capital Management
Illinois
$24.1M +$3.15M +12,837 +15%
TW
775
TritonPoint Wealth
Maryland
$24M -$12K -49 -0.1%
29 30
31
32 33