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JPMorgan Chase

4,669 hedge funds and large institutions have $497B invested in JPMorgan Chase in 2025 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,872 increasing their positions, 2,140 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 132

6% more funds holding in top 10

Funds holding in top 10: 798844 (+46)

0% more capital invested

Capital invested by funds: $496B → $497B (+$434M)

0% less funds holding

Funds holding: 4,6704,669 (-1)

0.37% less ownership

Funds ownership: 72.68%72.31% (-0.37%)

13% less repeat investments, than reductions

Existing positions increased: 1,872 | Existing positions reduced: 2,140

15% less call options, than puts

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

Holders
4,669
Holders Change
-1
Holders Change %
-0.02%
% of All Funds
62.55%
Holding in Top 10
844
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+5.76%
% of All Funds
11.31%
New
205
Increased
1,872
Reduced
2,140
Closed
132
Calls
$7.15B
Puts
$8.45B
Net Calls
-$1.3B
Net Calls Change
+$1.05B
Name Holding Trade Value Shares
Change
Change in
Stake
STAS
2476
Strong Tower Advisory Services
Minnesota
$2.5M +$286K +1,120 +11%
YDMI
2477
Y.D. More Investments
Israel
$2.5M +$156K +612 +6%
DRS
2478
Deane Retirement Strategies
Louisiana
$2.49M +$92K +361 +4%
BST
2479
Bath Savings Trust
Maine
$2.49M -$589K -2,309 -19%
MW
2480
MBL Wealth
North Carolina
$2.49M +$37.5K +147 +1%
LF
2481
Lee Financial
Texas
$2.49M -$304K -1,194 -11%
SIG
2482
Sky Investment Group
Connecticut
$2.48M +$94.8K +372 +4%
AGP
2483
Aspire Growth Partners
Florida
$2.47M -$11.5K -45 -0.5%
FWM
2484
FSR Wealth Management
Illinois
$2.47M -$16.1K -63 -0.6%
CG
2485
Corundum Group
Colorado
$2.47M -$831K -3,259 -24%
GWCM
2486
Godshalk Welsh Capital Management
Pennsylvania
$2.47M -$43.3K -170 -2%
SFS
2487
Solitude Financial Services
Virginia
$2.46M +$208K +815 +9%
HAM
2488
Harmony Asset Management
Arizona
$2.46M -$3.57K -14 -0.1%
CWM
2489
Chesapeake Wealth Management
Virginia
$2.46M -$139K -545 -5%
MAWA
2490
Moss Adams Wealth Advisors
Washington
$2.46M +$416K +1,630 +19%
SRC
2491
Sage Rhino Capital
California
$2.46M -$25.5K -100 -1%
MTC
2492
Matrix Trust Company
Colorado
$2.46M -$39.3K -154 -2%
MFP
2493
Meridian Financial Partners
Virginia
$2.46M +$14K +55 +0.6%
NWAG
2494
Net Worth Advisory Group
Utah
$2.46M -$42.6K -167 -2%
CFG
2495
Cooper Financial Group
California
$2.45M +$459K +1,801 +22%
MGM
2496
Miura Global Management
New York
$2.45M +$765K +3,000 +43%
LF
2497
LifeSteps Financial
California
$2.45M -$18.4K -72 -0.7%
CG
2498
CFO4Life Group
Texas
$2.45M -$75K -294 -3%
PFT
2499
Providence First Trust
Arizona
$2.45M +$5.86K +23 +0.2%
CA
2500
Carson Advisory
Georgia
$2.45M -$17.1K -67 -0.7%

JPM Hedge Fund Activity: Q1 2025 in Review

4,669 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2025, worth a combined $497B — up 0.09% from $496B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new JPM positions and 132 closed out — a net gain of 73 holders — while 1,872 added to existing stakes and 2,140 trimmed.

The largest buyer was Barclays, adding an estimated $1.03B. The largest seller was Wellington Management Group, cutting an estimated $1.39B.

  • 4,669 institutional investors held JPMorgan Chase (JPM) as of Q1 2025, down from 4,670 in Q4 2024.
  • Funds reported $497B of JPMorgan Chase stock for Q1 2025, up 0.09% quarter-over-quarter.
  • 205 funds opened new JPMorgan Chase positions in Q1 2025 and 132 closed out, a net change of +73 holders.
  • The largest JPMorgan Chase buyer in Q1 2025 was Barclays, an estimated $1.03B added.
  • The largest JPMorgan Chase seller in Q1 2025 was Wellington Management Group, an estimated $1.39B sold.

Based on aggregated 13F filings for Q1 2025.