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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
AFG
2526
Allegheny Financial Group
Pennsylvania
$2.4M +$368K +1,443 +17%
FWM
2527
Forefront Wealth Management
Pennsylvania
$2.4M +$29.3K +115 +1%
MPCG
2528
Matrix Private Capital Group
New York
$2.4M -$126K -493 -5%
SFG
2529
Sather Financial Group
Texas
$2.39M +$171K +669 +7%
APW
2530
Austin Private Wealth
Texas
$2.39M +$184K +722 +8%
WW
2531
Waterfront Wealth
Kansas
$2.39M +$9.94K +39 +0.4%
PIA
2532
Perennial Investment Advisors
California
$2.38M +$111K +434 +5%
FP
2533
Financial Perspectives
Minnesota
$2.38M +$1.02K +4 +0%
PWM
2534
Prentice Wealth Management
New York
$2.37M -$93.1K -365 -4%
DBG
2535
De Burlo Group
Massachusetts
$2.36M +$42.1K +165 +2%
Members Trust
2536
Members Trust
Florida
$2.36M +$436K +1,710 +22%
SWA
2537
Strategies Wealth Advisors
Michigan
$2.36M +$1.41M +5,541 +136%
GCM
2538
Gladius Capital Management
Illinois
$2.35M -$1.09M -4,279 -31%
TB
2539
Terril Brothers
Missouri
$2.35M +$89K +349 +4%
CSC
2540
Caldwell Sutter Capital
California
$2.35M -$137K -538 -5%
UCB
2541
United Community Bank
South Carolina
$2.35M +$106K +415 +5%
NL
2542
Navalign LLC
California
$2.35M -$69.6K -273 -3%
SFWA
2543
Summit Financial Wealth Advisors
Louisiana
$2.34M +$5.35K +21 +0.2%
BWP
2544
Balboa Wealth Partners
Arizona
$2.33M -$286K -1,121 -11%
GWA
2545
GGM Wealth Advisors
Maryland
$2.33M
QIM
2546
Quantitative Investment Management
Virginia
$2.32M -$7.31M -28,675 -75%
EAM
2547
Eukles Asset Management
Ohio
$2.32M +$91.3K +358 +4%
PGIM
2548
Pacific Global Investment Management
California
$2.32M -$158K -621 -6%
SSWM
2549
Strait & Sound Wealth Management
California
$2.32M +$55.3K +217 +2%
AGP
2550
Autumn Glory Partners
Texas
$2.32M

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.