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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 %
CLOS
176
Compagnie Lombard Odier SCmA
Switzerland
$248M +$6.12M +24,942 +3%
State of Tennessee, Department of Treasury
177
State of Tennessee, Department of Treasury
Tennessee
$246M -$4.98M -20,322 -2%
BFS
178
Bradley Foster & Sargent
Connecticut
$245M -$13.5M -54,977 -5%
SCM
179
Smead Capital Management
Arizona
$242M -$22.9M -93,373 -9%
LF
180
Lansforsakringar Fondforvaltning
Sweden
$238M -$2.56M -10,437 -1%
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$238M +$17.3M +70,729 +8%
TWC
182
TD Waterhouse Canada
Ontario, Canada
$233M -$2.22M -9,121 -0.9%
State of New Jersey Common Pension Fund D
183
State of New Jersey Common Pension Fund D
New Jersey
$233M -$24.2M -98,747 -9%
JFL
184
Jarislowsky, Fraser Ltd
Quebec, Canada
$232M -$6.33M -25,808 -3%
Teacher Retirement System of Texas
185
Teacher Retirement System of Texas
Texas
$232M -$31.6M -128,942 -12%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$231M -$2.04M -8,324 -0.9%
Retirement Systems of Alabama
187
Retirement Systems of Alabama
Alabama
$226M -$8.26M -33,679 -4%
Rafferty Asset Management
188
Rafferty Asset Management
New York
$225M -$18.8M -76,611 -8%
JWBC
189
John W. Bristol & Co
New York
$224M -$4.78M -19,497 -2%
RAM
190
Resona Asset Management
Japan
$224M +$14.2M +57,871 +7%
SOMRS
191
State of Michigan Retirement System
Michigan
$221M +$33.7M +137,400 +18%
MML Investors Services
192
MML Investors Services
Massachusetts
$220M +$7.58M +30,920 +4%
N
193
Natixis
France
$212M +$66.4M +274,103 +46%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$211M +$25.1M +102,501 +14%
PAM
195
Panagora Asset Management
Massachusetts
$210M +$16.7M +67,898 +9%
SEI Investments
196
SEI Investments
Pennsylvania
$205M +$10.4M +42,382 +5%
SG Americas Securities
197
SG Americas Securities
New York
$202M +$198M +808,116 +4,942%
ASRS
198
Arizona State Retirement System
Arizona
$201M -$1.78M -7,253 -0.9%
Osaic Holdings
199
Osaic Holdings
Arizona
$200M -$21M -85,646 -10%
CRM
200
Cardano Risk Management
Netherlands
$199M +$5.18M +21,099 +3%
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