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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
SNBOSD
2551
Security National Bank of So Dak
Iowa
$2.31M +$157K +617 +7%
TA
2552
Townsend & Associates
Colorado
$2.31M -$1.33M -5,209 -34%
LAIC
2553
Lederer & Associates Investment Counsel
California
$2.31M -$51.2K -201 -2%
MWA
2554
Medallion Wealth Advisors
Connecticut
$2.31M +$240K +943 +11%
JF
2555
JSF Financial
California
$2.29M +$255 +1 +0%
NAMNJ
2556
NorthStar Asset Management (New Jersey)
New Jersey
$2.29M +$128K +501 +6%
BWM
2557
BlackDiamond Wealth Management
New York
$2.29M -$771K -3,024 -25%
MTWM
2558
Masso Torrence Wealth Management
New Jersey
$2.29M +$9.43K +37 +0.4%
JSAM
2559
J. Safra Asset Management
New York
$2.29M +$1.26M +4,943 +112%
KFA
2560
Kapstone Financial Advisors
Ohio
$2.29M -$24.7K -97 -1%
RIM
2561
RW Investment Management
Idaho
$2.29M -$25.7K -101 -1%
PCS
2562
Personal CFO Solutions
New Jersey
$2.29M -$36.5K -143 -2%
EB
2563
Emprise Bank
Kansas
$2.29M -$47.7K -187 -2%
MPW
2564
Monterey Private Wealth
California
$2.29M -$57.4K -225 -2%
FCAS
2565
First Command Advisory Services
Texas
$2.28M +$10.2K +40 +0.4%
MFG
2566
Mosaic Financial Group
Illinois
$2.28M +$19.9K +78 +0.8%
APA
2567
Astoria Portfolio Advisors
New York
$2.28M -$325K -1,273 -12%
MCI
2568
MRP Capital Investments
Georgia
$2.28M -$18.6K -73 -0.8%
WCM
2569
Washington Capital Management
Washington
$2.28M -$15.3K -60 -0.6%
CB
2570
Centennial Bank
Arkansas
$2.27M -$81.6K -320 -3%
SIC
2571
Samalin Investment Counsel
New York
$2.27M +$59.4K +233 +3%
VCM
2572
Vision Capital Management
Oregon
$2.27M +$554K +2,175 +31%
CPA
2573
Capital Performance Advisors
California
$2.27M +$1.59M +6,242 +208%
FW
2574
FullCircle Wealth
Texas
$2.27M +$203K +795 +9%
PWAM
2575
Papamarkou Wellner Asset Management
New York
$2.26M -$56.1K -220 -2%

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.