JPM icon

JPMorgan Chase

4,600 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, 1,843 increasing their positions, 2,106 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

1.65% less ownership

Funds ownership: 72.45%70.8% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 1,843 | Existing positions reduced: 2,106

15% less call options, than puts

Call options by funds: $7.15B | Put options by funds: $8.45B

Holders
4,600
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
833
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.15B
Puts
$8.45B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
101
Natixis Advisors
Massachusetts
$538M
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$536M
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$533M
Viking Global Investors
104
Viking Global Investors
Connecticut
$533M
Korea Investment Corp
105
Korea Investment Corp
South Korea
$529M
Bank Julius Baer & Co
106
Bank Julius Baer & Co
Switzerland
$518M
Aviva
107
Aviva
United Kingdom
$517M
BG
108
Bahl & Gaynor
Ohio
$512M
Ninety One (UK)
109
Ninety One (UK)
United Kingdom
$495M
Cerity Partners
110
Cerity Partners
New York
$490M
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$475M
M&T Bank
112
M&T Bank
New York
$473M
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$456M
First Trust Advisors
114
First Trust Advisors
Illinois
$455M
Luther King Capital Management (LKCM)
115
Luther King Capital Management (LKCM)
Texas
$452M
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$448M
Russell Investments Group
117
Russell Investments Group
United Kingdom
$447M
HNB
118
Huntington National Bank
Ohio
$444M
Universal-Beteiligungs- und Servicegesellschaft
119
Universal-Beteiligungs- und Servicegesellschaft
Germany
$442M
Lord, Abbett & Co
120
Lord, Abbett & Co
New Jersey
$441M
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$436M
UM
122
UniSuper Management
Australia
$427M
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$426M
AI
124
Axiom Investors
Connecticut
$422M
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$419M