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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 %
HPG
776
Harvest Portfolios Group
Ontario, Canada
$24M -$1.57M -6,408 -6%
YC
777
Yarbrough Capital
Tennessee
$24M – – –
RP
778
Rice Partnership
Hawaii
$23.9M +$787K +3,208 +3%
JMFC
779
J.M. Forbes & Co
Massachusetts
$23.8M +$603K +2,459 +3%
EIP
780
Easterly Investment Partners
Massachusetts
$23.8M -$2.95M -12,029 -11%
WB
781
Webster Bank
Connecticut
$23.7M -$690K -2,813 -3%
IEFM
782
IQ EQ Fund Management
Ireland
$23.6M -$229K -934 -1%
PCA
783
Pallas Capital Advisors
Massachusetts
$23.6M -$1.72M -7,007 -7%
Assenagon Asset Management
784
Assenagon Asset Management
Luxembourg
$23.6M -$37.3K -152 -0.2%
GI
785
GAMMA Investing
California
$23.6M +$1.3M +5,296 +6%
LWM
786
Lyell Wealth Management
California
$23.5M +$1.4M +5,725 +6%
PMG
787
Private Management Group
California
$23.5M -$8.31M -33,885 -26%
TPCW
788
TD Private Client Wealth
New York
$23.4M +$266K +1,085 +1%
AFG
789
Albion Financial Group
Utah
$23.4M -$26.5K -108 -0.1%
MA
790
Mutual Advisors
Nebraska
$23.4M -$411K -1,686 -2%
CIM
791
Courant Investment Management
Tennessee
$23.3M – – –
ONB
792
Old National Bancorp
Indiana
$23.2M -$1.89M -7,715 -8%
BCM
793
Bourgeon Capital Management
Connecticut
$23.2M -$7.6M -30,971 -25%
GIA
794
GHP Investment Advisors
Colorado
$23.2M +$411K +1,676 +2%
RPC
795
Rossmore Private Capital
Connecticut
$23.1M +$185K +756 +0.8%
BWP
796
Baldwin Wealth Partners
Massachusetts
$23.1M +$59.1K +241 +0.3%
JWCA
797
J.W. Cole Advisors
Florida
$23M +$8.88M +36,212 +63%
FSA
798
Fort Sheridan Advisors
Illinois
$23M -$720K -2,937 -3%
TF
799
Talbot Financial
Washington
$23M -$566K -2,309 -2%
WC
800
Whitney & Co
New York
$23M -$2.21M -9,015 -9%
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