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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 %
Natixis Advisors
101
Natixis Advisors
Massachusetts
$538M -$4.34M -17,710 -0.8%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$536M -$3.93M -16,028 -0.7%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$533M -$3.53M -14,372 -0.7%
Viking Global Investors
104
Viking Global Investors
Connecticut
$533M -$1.3B -5,294,539 -71%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$529M +$10M +40,969 +2%
Aviva
106
Aviva
United Kingdom
$517M +$62.3M +253,907 +14%
Bank Julius Baer & Co
107
Bank Julius Baer & Co
Switzerland
$514M -$58.2M -216,294 -10%
BG
108
Bahl & Gaynor
Ohio
$512M +$22.8M +92,820 +5%
Ninety One (UK)
109
Ninety One (UK)
United Kingdom
$495M +$21.3M +86,663 +4%
Cerity Partners
110
Cerity Partners
New York
$490M +$85.2M +347,398 +21%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$475M +$12.1M +49,288 +3%
M&T Bank
112
M&T Bank
New York
$473M -$29.5M -120,271 -6%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$456M +$23M +93,965 +5%
First Trust Advisors
114
First Trust Advisors
Illinois
$455M +$16.3M +66,517 +4%
Luther King Capital Management (LKCM)
115
Luther King Capital Management (LKCM)
Texas
$452M -$6.09M -24,836 -1%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$448M -$1.69M -6,888 -0.4%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$447M -$11M -44,732 -2%
HNB
118
Huntington National Bank
Ohio
$444M +$1.16M +4,724 +0.3%
Universal-Beteiligungs- und Servicegesellschaft
119
Universal-Beteiligungs- und Servicegesellschaft
Germany
$442M -$22.7M -92,488 -5%
Lord, Abbett & Co
120
Lord, Abbett & Co
New Jersey
$441M -$47.3M -192,658 -10%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$436M +$42.9M +175,068 +11%
UM
122
UniSuper Management
Australia
$427M +$4.54M +18,490 +1%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$426M -$14.8M -60,300 -3%
AI
124
Axiom Investors
Connecticut
$422M +$194M +788,831 +85%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$419M -$8.8M -35,874 -2%
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5
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