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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
DA
2501
Drake & Associates
Wisconsin
$2.45M +$492K +1,928 +24%
MFC
2502
Morris Financial Concepts
South Carolina
$2.45M -$12.7K -50 -0.5%
PIA
2503
Pinion Investment Advisors
Kansas
$2.45M +$57.9K +227 +2%
UAML
2504
US Asset Management LLC
Pennsylvania
$2.44M +$386K +1,516 +18%
NME
2505
Notis-McConarty Edward
$2.44M -$6.37K -25 -0.3%
LA
2506
LM Advisors
California
$2.44M +$12.5K +49 +0.5%
HCM
2507
HMS Capital Management
Tennessee
$2.44M -$81.6K -320 -3%
PAM
2508
PCG Asset Management
New Jersey
$2.44M -$66.8K -262 -3%
PBO
2509
Peoples Bank (Ohio)
Ohio
$2.44M -$126K -496 -5%
PCM
2510
Pointe Capital Management
Michigan
$2.44M -$33.1K -130 -1%
BTWM
2511
Brass Tax Wealth Management
Ohio
$2.44M +$6.63K +26 +0.3%
LCGC
2512
Legacy Capital Group California
California
$2.44M -$31.9K -125 -1%
DL
2513
DOHJ LLC
Washington
$2.44M +$42.3K +166 +2%
HWM
2514
Hemington Wealth Management
Virginia
$2.43M +$59.7K +234 +2%
BFA
2515
Brown Financial Advisors
Ohio
$2.43M +$225K +881 +10%
MLA
2516
My Legacy Advisors
Oregon
$2.43M -$12.7K -50 -0.5%
BFA
2517
Beacon Financial Advisory
Ohio
$2.43M +$58.6K +230 +2%
WFI
2518
West Family Investments
California
$2.42M -$19.9K -78 -0.8%
RSVP
2519
Ramsay Stattman Vela & Price
Colorado
$2.42M +$17.8K +70 +0.7%
FFA
2520
Florida Financial Advisors
Florida
$2.42M +$967K +3,792 +62%
CPRC
2521
Consolidated Portfolio Review Corp
New York
$2.41M +$164K +642 +7%
EWM
2522
Elmwood Wealth Management
California
$2.41M -$88.5K -347 -3%
AI
2523
Axecap Investments
Ohio
$2.41M -$470K -1,844 -16%
ICM
2524
IMS Capital Management
Oregon
$2.41M -$153K -600 -6%
BIA
2525
Benchmark Investment Advisors
Illinois
$2.4M +$645K +2,529 +35%

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.