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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 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
4,592
Holders Change
-8
Holders Change %
-0.17%
% of All Funds
62.38%
Holding in Top 10
833
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+5.44%
% of All Funds
11.32%
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 %
D.E. Shaw & Co
201
D.E. Shaw & Co
New York
$199M +$28.3M +115,354 +17%
Empower Advisory Group
202
Empower Advisory Group
Colorado
$197M -$52.3M -213,033 -21%
FFB
203
First Financial Bankshares
Texas
$193M +$670K +2,732 +0.3%
ProShare Advisors
204
ProShare Advisors
Maryland
$193M +$4.57M +18,649 +2%
CCMG
205
Clark Capital Management Group
Pennsylvania
$191M +$22.1M +89,934 +13%
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$190M +$190M +776,249 New
FWCM
207
Ferguson Wellman Capital Management
Oregon
$190M +$2.36M +9,628 +1%
Axa
208
Axa
France
$189M +$20.3M +82,791 +12%
VNIM
209
Vaughan Nelson Investment Management
Texas
$188M -$12.8M -52,006 -6%
CS
210
Candriam SCA
Luxembourg
$187M +$194K +792 +0.1%
Jones Financial Companies
211
Jones Financial Companies
Missouri
$187M +$40.9M +168,224 +28%
DnB Asset Management
212
DnB Asset Management
Norway
$186M -$61.7M -251,525 -25%
HA
213
Homestead Advisers
Virginia
$185M -$11.8M -48,200 -6%
BCWM
214
Bartlett & Co Wealth Management
Ohio
$185M -$1.5M -6,127 -0.8%
WorldQuant Millennium Advisors
215
WorldQuant Millennium Advisors
New York
$185M -$25.9M -105,586 -12%
Calamos Advisors
216
Calamos Advisors
Illinois
$184M -$3.71M -15,108 -2%
DLA
217
Douglas Lane & Associates
New York
$183M -$4.22M -17,207 -2%
LGF
218
LGT Group Foundation
Liechtenstein
$183M +$54.1M +220,539 +42%
WHG
219
Westwood Holdings Group
Texas
$182M -$34.9M -142,358 -16%
CGPCS
220
Capital Group Private Client Services
California
$181M +$7.32M +29,852 +4%
ERSOT
221
Employees Retirement System of Texas
Texas
$181M -$6.94M -28,300 -4%
JHP
222
James Hambro & Partners
United Kingdom
$180M +$143K +583 +0.1%
MIM
223
MetLife Investment Management
New Jersey
$178M -$4.56M -18,585 -2%
QP
224
Quilter Plc
United Kingdom
$178M -$2.7M -10,992 -1%
Mirae Asset Global Investments
225
Mirae Asset Global Investments
South Korea
$177M +$10.6M +44,493 +6%
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