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JPMorgan Chase
JPM

Overview Fund Activity

4,592 hedge funds and large institutions have $486B invested in JPMorgan Chase in 2025 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 1,840 increasing their positions, 2,102 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,592
Holders Change
-7
Holders Change %
-0.15%
% 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
11.32%
New
207
Increased
1,840
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
$2.96B
2
UBS Group
UBS Group
Switzerland
$5.39B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$14.9B
4
BlackRock
BlackRock
New York
$51.1B
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.11B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$5.85B
2
Viking Global Investors
Viking Global Investors
Connecticut
$533M
3
Capital International Investors
Capital International Investors
California
$7.06B
4
Capital World Investors
Capital World Investors
California
$6.18B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
76
Allianz Asset Management
Germany
$795M +$89.3M +363,871 +13%
Nordea Investment Management
77
Nordea Investment Management
Sweden
$776M +$36.7M +152,217 +5%
Fidelity International
78
Fidelity International
Bermuda
$766M +$34.6M +141,093 +5%
Truist Financial
79
Truist Financial
North Carolina
$707M +$2.48M +10,099 +0.4%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$705M +$1.58M +7,297 +0.2%
RG
81
Rathbones Group
United Kingdom
$698M +$2.08M +8,467 +0.3%
Mariner
82
Mariner
Kansas
$681M +$23.3M +94,860 +4%
Prudential Financial
83
Prudential Financial
New Jersey
$669M -$37.2M -151,642 -5%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$669M -$196K -800 -0%
HighTower Advisors
85
HighTower Advisors
Illinois
$665M -$41.7M -170,104 -6%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$655M -$1.41M -5,735 -0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
87
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$650M +$136M +555,090 +26%
Canada Life
88
Canada Life
Manitoba, Canada
$641M +$835K +3,397 +0.1%
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$638M -$11.4M -46,312 -2%
APG Asset Management
90
APG Asset Management
Netherlands
$630M +$10.7M +47,207 +2%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$618M -$22.9M -93,400 -4%
Victory Capital Management
92
Victory Capital Management
Texas
$607M -$51M -207,723 -8%
CWP
93
Capital Wealth Planning
Florida
$603M +$14M +57,269 +2%
Royal London Asset Management
94
Royal London Asset Management
United Kingdom
$572M +$33.4M +136,354 +6%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$569M -$28.7M -117,082 -5%
William Blair & Company
96
William Blair & Company
Illinois
$569M -$16.1M -65,475 -3%
Aberdeen Group
97
Aberdeen Group
United Kingdom
$568M +$77.3M +318,986 +16%
CIBC World Market
98
CIBC World Market
Ontario, Canada
$563M +$146M +595,052 +35%
Citadel Advisors
99
Citadel Advisors
Florida
$553M +$17.3M +70,717 +3%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$548M -$5.21M -21,226 -0.9%
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