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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$66.9B +$101M +412,541 +0.2%
BlackRock
2
BlackRock
New York
$51.1B +$375M +1,527,298 +0.7%
State Street
3
State Street
Massachusetts
$31.3B +$57.1M +232,965 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$17B +$125M +510,135 +0.7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$14.9B +$393M +1,608,508 +3%
Bank of America
6
Bank of America
North Carolina
$11.7B -$444M -1,808,000 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$11.5B -$295M -1,202,958 -2%
Northern Trust
8
Northern Trust
Illinois
$8.12B -$178M -727,578 -2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$7.09B -$193M -786,629 -3%
Capital International Investors
10
Capital International Investors
California
$7.06B -$995M -4,055,246 -12%
Capital World Investors
11
Capital World Investors
California
$6.18B -$906M -3,695,363 -13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.08B +$111M +454,226 +2%
Wells Fargo
13
Wells Fargo
California
$5.89B -$58.7M -239,380 -1%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$5.85B -$1.34B -5,465,035 -19%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.73B +$75.6M +308,081 +1%
Ameriprise
16
Ameriprise
Minnesota
$5.5B -$30.8M -125,711 -0.6%
UBS Group
17
UBS Group
Switzerland
$5.39B +$492M +2,005,186 +10%
Capital Research Global Investors
18
Capital Research Global Investors
California
$5.25B -$355M -1,445,718 -6%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$4.93B -$293M -1,193,576 -6%
Goldman Sachs
20
Goldman Sachs
New York
$4.88B -$105M -428,247 -2%
Charles Schwab
21
Charles Schwab
California
$4.87B -$63M -257,000 -1%
Legal & General Group
22
Legal & General Group
United Kingdom
$4.65B +$83.3M +339,387 +2%
UBS AM
23
UBS AM
Illinois
$4.52B +$218M +890,553 +5%
Fisher Asset Management
24
Fisher Asset Management
Washington
$4.51B +$237M +967,696 +6%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$4.46B -$891M -3,634,020 -17%
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