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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
CA
2576
Calton & Associates
Florida
$2.26M +$547K +2,146 +30%
MCM
2577
Mendel Capital Management
Arkansas
$2.26M +$26.8K +105 +1%
CA
2578
Corrado Advisors
New Jersey
$2.25M -$353K -1,385 -13%
EWS
2579
Eagle Wealth Strategies
New Jersey
$2.25M +$50.7K +199 +2%
B
2580
Birchbrook
Maine
$2.25M -$97.1K -381 -4%
EA
2581
Ellsworth Advisors
Ohio
$2.24M +$69.6K +273 +3%
DWM
2582
Drive Wealth Management
Utah
$2.24M -$51.5K -202 -2%
WSA
2583
Warm Springs Advisors
California
$2.24M +$32.9K +129 +1%
TA
2584
TKG Advisors
Indiana
$2.24M +$130K +510 +6%
LB
2585
Legacy Bridge
Iowa
$2.24M +$148K +580 +7%
ANC
2586
Ames National Corp
Iowa
$2.23M -$43.3K -170 -2%
AA
2587
Altman Advisors
Illinois
$2.23M +$15.6K +61 +0.7%
BAM
2588
Bayview Asset Management
Florida
$2.22M +$2.31M +9,057 New
AC
2589
Asio Capital
Kentucky
$2.22M +$12K +47 +0.5%
KLWA
2590
Kelly Lawrence W & Associates
California
$2.21M -$56.1K -220 -2%
IF
2591
IRON Financial
Illinois
$2.2M +$36.5K +143 +2%
OPOWM
2592
One Plus One Wealth Management
Florida
$2.2M -$58.1K -228 -2%
SCA
2593
Sandy Cove Advisors
Massachusetts
$2.2M -$167K -657 -7%
CF
2594
Claris Financial
Virginia
$2.2M
AP
2595
Atwood & Palmer
Missouri
$2.2M +$446K +1,748 +24%
OC
2596
Oarsman Capital
Wisconsin
$2.19M +$126K +495 +6%
YWM
2597
Yukon Wealth Management
Kansas
$2.19M +$2.28M +8,931 New
LCM
2598
Lazari Capital Management
California
$2.19M -$71.6K -281 -3%
SC
2599
Savoie Capital
Illinois
$2.19M
BSI
2600
Bennett Selby Investments
Maine
$2.19M -$12.5K -49 -0.5%

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.